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Cosential for Outlook

Cosential, Inc

Allows users to leverage Cosential to communicate with clients and win work directly from Outlook.

Leverage the Combined Power of Outlook and Cosential

Cosential was created with a single purpose: To help you win more work with less effort. We have been building our platform to that goal for the last 20 years. With Cosential for Outlook you can leverage Cosential’s powerful business intelligence capabilities directly from within Outlook, where you are already connecting with your clients.

Access Cosential from Outlook.

  • Instantly see details around the contacts included in your email including past and upcoming communication, as well as opportunity, project and lead history.
  • Add Cosential contacts and personnel as recipients/invitees
  • Search and browse Cosential records
  • Use Cosential as your address book

Create Leads

  • Create a Cosential lead from an email to capture and keep track of up-coming potential work
  • Easily identify if a colleague has already created a lead from a shared email

Associate Emails to Cosential records

Take advantage of Cosential smart auto-association to ensure communication is captured in your CRM. Alternately, manually associate email to Cosential records with one-click directly from Outlook.

Enrich Cosential records

Get to know your clients and contacts better with Cosential’s enrichment tool. Cosential will auto-magically find and add data from more than 50 of social media sites.

Add-in capabilities
When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.
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