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Accelerator Pro for Sage CRM

od: 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) **

Možnosti aplikácie

Keď sa táto aplikácia používa,
  • Môže odosielať údaje cez internet
  • Táto aplikácia môže čítať alebo upraviť obsah ľubovoľnej položky vo vašej poštovej schránke a vytvoriť nové položky. Môže získať prístup k osobným informáciám, ako sú napríklad informácie o tele, predmete, odosielateľovi, príjemcoch alebo prílohách, v ľubovoľnej správe alebo položke kalendára. Tieto údaje môže odoslať službe tretej strany.

Súhrnný prehľad

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