Accelerator Pro for Creatio
inden CRM Together
Drive your Creatio from Microsoft Outlook
Creatio Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.
Are you tired of the cumbersome task of manually copying and pasting emails into your CRM system?
Does your sales team often neglect updating CRM with crucial contact details?
Are you struggling with low overall CRM user adoption?
Look no further, as we have the perfect solution for you.
*** Key Features ***
Select an Email and see your Creatio data surface right there in Outlook!
Manually Search and/or Create:
-Account
-Contact
-Leads
-Opportunity
-Cases
-Activities (Timeline Emails and Call notes)
Drill in to view:
-Opportunities
-Cases
-Contacts
-Activities
File Emails and Log Call notes
Open Full Creatio into the Entity you want from Outlook.
For more information see our help at: https://creatio.crmtogether.com/
** Requires that you have a Creatio Cloud Instance and an installed license (which requires an additional purchase from CRM Together) **
Appfunktioner
- Kan sende data via internettet
- Denne apps kan læse eller ændre indholdet af alle elementer i din postkasse og oprette nye elementer. Den kan få adgang til personlige oplysninger – f.eks. meddelelsestekst, emne, afsender, modtagere eller vedhæftede filer – i alle meddelelser eller kalenderelementer. Det vil muligvis sende disse data til en tredjepartstjeneste.
Overblik
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