The SmartWe Outlook Add-in connects the CRM software with an e-mail client of your choice, thus improving the workflow of the environment you chose.
The Outlook Add-in ensures that you can access important address data from SmartWe.
To use the SmartWe Outlook Add-in you require a chargeable SmartWe license from SmartWe World AG. More information can be found here.
Benefits and advantages of the SmartWe Outlook Add-In:
- More efficiency and faster access.
- E-mails can be archived directly from your Microsoft Outlook mailbox. Additionally, you can also create a SmartWe data record directly from the Outlook Add-in, saving you time and increasing your productivity.
- Using the Send & Archive function you can archive e-mails directly while sending in SmartWe.
- The Add-In will show you if an e-mail has already been archived. An archived e-mail can be opened directly, further improving workflow.
- If there is a contact data record for the sender of the e-mail in SmartWe then you can open and view their contact data in SmartWe.
- The dossier also contains further information from SmartWe on the sender.
- You can also archive sent and received e-mails using the Outlook App for mobile devices.