You spent most of the time in your Outlook inbox. Now make email browsing more productive by creating sales activities right from your incoming email.
Actions with Saleswah CRM links your Saleswah CRM account to your Office 365 Outlook inbox. Now active email browsing becomes more productive by using emails to create actionable sales activities and records.
If the sender of the incoming email is not in your Saleswah CRM database, Actions with Saleswah CRM will prompt you to add it as a Contact record into your database.
Whether the sender of the email is in your database or not, if the incoming email makes you suspect a future sales opportunity, create a lead in Saleswah at the click of the button. Add a comment- even part of the email - to remind yourself of the context.
If the sender of the email is already in your CRM, then you can schedule an appointment or a reminder to yourself (Task).
You will get periodic reminders for the leads, Tasks and appointments created in Saleswah CRM to ensure nothing is missed.
Saleswah CRM is a comprehensive customer relationship management software for managing Sales, Marketing and Customer Support.
Saleswah helps you maintain clean customer contact and activity data, tracks sales leads and helps manage the sales funnel. It also can manage your shipment and installation process, assignment of field executives to solve service tickets and help maintain spares distribution and inventory. This is a truly end to end, full life- cycle CRM.
Actions with Saleswah CRM Office 365 Add-in helps bring the customer data from Outlook to Saleswah and helps create customer facing activities. It makes it possible for you to proactively manage your mailbox, create sales focused activities and stay in control of customer facing activities.
• Create new leads and contacts from Outlook.
• Schedule tasks and appointments for a Contact.
• Create leads and add notes for easy integration with CRM.
• Requires a valid Saleswah CRM license, trial or paid.
Requires a valid Office 365 license. The addin requires no additional payments.
• Lightweight and easy to use.
• Works with Office 365 Outlook desktop and web clients.