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Accelerator Pro for Sage CRM

kiadó: CRM Together

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) **

Az alkalmazás képességei

Az alkalmazás használatakor:
  • Adatokat küldhet az interneten keresztül
  • Ez az alkalmazás a postaládában található bármelyik elem tartalmát képes olvasni és módosítani, illetve új elemeket is létre tud hozni. Hozzáférhet személyes információkhoz – például az üzenet törzséhez, a tárgyhoz, a feladóhoz, a címzettekhez vagy a mellékletekhez – bármely üzenet- vagy naptárelemben. Ezeket az adatokat egy harmadik fél szolgáltatásának továbbíthatja.

Áttekintés

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