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Accelerator Plus for Sage CRM

avtor: CRM Together

Provide Access to Non-Sage CRM licensed users to your data without leaving Microsoft Outlook.

Sage CRM Customers can now provide access to users without a Sage CRM License (Requirements below) and surface their Customer data (and more) without leaving Microsoft Outlook

If you have users who don't need full Sage CRM access you can still allow them use Accelerator Plus for Sage CRM.

*** Key Features ***

Search and/or Create and Edit:

-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/index.php?title=AC_Plus_Overview

** Requires a Sage CRM Self-Service License **

** Requires that you have Sage CRM and our Server Module installed (which requires an additional purchase from CRM Together) **

Zmogljivosti aplikacije

Ko je ta aplikacija v uporabi, lahko
  • Pošilja podatke prek interneta
  • Ta aplikacija ima dovoljenje za branje ali spreminjanje vsebine poljubnega elementa v vašem nabiralniku ter za ustvarjanje novih elementov. V poljubnem sporočilu ali elementu koledarja lahko dostopa do osebnih podatkov, kot so telo, zadeva, pošiljatelj, prejemniki ali priloge. Te podatke lahko pošlje storitvi drugega izdelovalca.

Hiter pregled

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