Accelerator Pro for Creatio
door 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) **
Mogelijkheden van de app
- Gegevens via internet verzenden
- Deze app kan de inhoud van items in uw postvak lezen of wijzigen en kan nieuwe items aanmaken. De app heeft toegang tot persoonlijke gegevens, zoals de hoofdtekst, het onderwerp, de afzender, de ontvangers en de bijlagen van alle berichten en agenda-items. De app kan deze gegevens verzenden naar een service van derden.
Een overzicht
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