Accelerator Pro for Creatio
oleh 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) **
Keupayaan Aplikasi
- Boleh menghantar data melalui Internet
- Aplikasi ini boleh membaca atau mengubah suai kandungan bagi mana-mana item dalam peti mel anda dan mencipta item baharu. Ia boleh mengakses maklumat peribadi -- seperti kandungan, subjek, penghantar, penerima atau lampiran -- dalam sebarang mesej atau item kalendar. Ia mungkin menghantar data ini ke perkhidmatan pihak ketiga.
Sekilas pandang
Aplikasi lain daripada CRM Together
OutlookOutlookOutlookOutlookOutlook