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Drive your Sage CRM from Microsoft Outlook
Sage CRM 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 ***
Search and/or Create:
-Company
-Person
-Opportunity
-Cases
-Leads
-Custom Primary Entities
Drill in to view:
-Opportunities
-Cases
-Notes
-Contacts
-Communications
-Library
File Emails and Log Call notes against Entities
Composing emails? You can
-Use Sage CRM Email Templates
-Attach Sage CRM Documents
-Use Sage CRM Address Book
For more information see our help at: https://accelerator.crmtogether.com/
** Requires that you have Sage CRM and our Server Module installed (which requires an additional purchase from CRM Together) **
Funcionalidades de la aplicación
Cuando se usa esta aplicación,
- Puede enviar datos por Internet
- Esta aplicación puede leer o modificar el contenido de cualquier elemento del buzón y crear elementos nuevos. También puede obtener acceso a información personal (como cuerpo del mensaje, asunto, remitente, destinatarios o datos adjuntos) de cualquier mensaje o elemento de calendario. Puede que el complemento envíe estos datos a servicios de terceros.
De un vistazo
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By getting this product, I give Microsoft permission to use or share my account information so that the provider can contact me regarding this product and related products. I agree to the provider's términos de uso and directiva de privacidad and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of términos is governed by separate privacidad and {4}.