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| Blytheco Home | Sage Software | SageCRM | SageCRM Microsoft Outlook Integration |
SageCRM Microsoft Outlook Integration
Integration with Microsoft Outlook comes naturally
Sage CRM (a.k.a. SageCRM) offers powerful integration with Microsoft Outlook. In addition to e-mail integration, the SageCRM and Microsoft Outlook integration enables bi-directional synchronization of appointments, tasks, and contacts—resulting in a convenient, straightforward, seamless user experience.
SageCRM offers the functionality to file Outlook e-mails against records in the SageCRM database providing users with a complete view of all correspondence. Users can send e-mails within SageCRM using Microsoft Outlook and automatically store the e-mail and any attachments with any |
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given record. SageCRM also offers the ability to access and
work with the entire SageCRM system directly through the Microsoft Outlook interface, increasing user adoption through familiarity and eliminating the requirement to switch between interfaces.
SageCRM and Microsoft Outlook integration can be applied across functions, departments, and roles, helping to increase user adoption and leading to greater efficiencies. And getting started is easy. Once the set up is complete users can leverage it immediately. The rapid implementation of this solution is only the beginning of a fast, efficient, and easy-to-use feature, which opens up innumerable possibilities and benefits.
 SageCRM Outlook Integration brochure (PDF 1.1 MB)
Outlook Integration Client Review — Eatec (PDF 199kb) |
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Features:
Planning Appointments and Tasks — With the SageCRM and Microsoft Outlook Integration users can simply and seamlessly synchronize appointments and tasks. Synchronization is bi-directional meaning SageCRM and Microsoft Outlook are simultaneously updated. Benefit: Ensures that every user’s calendar is up to date at all times, regardless of their chosen interface, and results in increased productivity as the requirement to use two interfaces is eliminated.
File E-mails and Import E-mails — Match Outlook e-mails with records in SageCRM. Benefit: Improves access to information and knowledge sharing organizationwide. In addition, this function ensures that information is not locked onto one machine or restricted to one user.
Staff Adoption — Using the SageCRM and Microsoft Outlook integration, staff can use the SageCRM system from within the familiar Microsoft Outlook interface. Benefit: Enhanced CRM implementation success and higher internal staff adoption rate.
Access to Information — Accelerated access to information with the ability to search for communications and contacts using powerful SageCRM find and advanced tools. Benefit: Vital for organizational succession planning purposes. Customers benefit from shorter turnaround times and organizations can commit to and meet tight Service Level Agreements. |
Outlook Integration:
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• Synchronize e-mails, appointments, contacts, and tasks between SageCRM and Microsoft Outlook
• Work with Microsoft Outlook while in SageCRM or vice versa
• Get started quickly and begin taking advantage of the benefits immediately for a rapid ROI
• Improve information sharing across your company
• Enhance user adoption by providing employees with a system that looks and feels familiar
Cross-reference information between SageCRM and Microsoft Outlook for better analysis
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Customer Service — All customer communications are recorded in the SageCRM system regardless of the interface used by employees. Benefit: Organizations can offer enhanced customer service as information is never mislaid or accidentally deleted.
Customer Communications — All customer communications and attachments can be stored in the SageCRM database and cross referenced with Microsoft Outlook. Benefit: Builds a history of the relationship and enables sales and marketing teams to use more targeted communications.
Data Flow — Contacts and calendar items flow between the SageCRM and Microsoft Outlook applications. Benefit: Empowers users to work the way they want to.
User Preferences — Some users prefer to work within the Microsoft Outlook interface and some prefer to use the SageCRM interface. Benefit: All relevant information is maintained centrally for team and managerial benefit—SageCRM recognizes the nuances of individuals and no information is lost.
Working Practices — The SageCRM and Microsoft Outlook integration streamlines working practices. Benefit: Enables better process management while recognizing that employees are unique and respecting their preferences.
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| SageCRM Outlook Integration brochure (PDF 1.1 MB) |
| Outlook Integration Client Review — Eatec (PDF 199kb) |
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| Test Drive Sage CRM Now |
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| Questions for a CRM Specialist? Please call us at (949) 583-9500 x2500 or email us at
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