Advanced Outlook Integration

We want Sage SalesLogix to work the way you do. And Sage SalesLogix Advanced Outlook® Integration makes that easier than ever! Now you can continue to use the Microsoft® Outlook application you know and love — and you can use it together with Sage SalesLogix.

Sage SalesLogix has long been known as the leader in helping companies manage their business relationships — effectively. With its Advanced Outlook Integration, Sage SalesLogix takes that reputation to a new level. Letting you decide which tools you want to use to manage your e-mail, calendar, and contacts. Making it easy to create, update, and transfer data from Outlook to Sage SalesLogix (or vice-versa). Synchronizing automatically and painlessly.

Sage SalesLogix works seamlessly with Outlook for e-mail, calendar, contacts, and synchronization. And, with your employees continuing to use Outlook, the transition to full-fledged Sage SalesLogix CRM is easier than ever! They’ll begin filling your new Sage SalesLogix system with data without even knowing it. As they become more familiar with Sage SalesLogix, they’ll have tremendous flexibility to work the way they want, using both Outlook and Sage SalesLogix.

E-mail Integration: Works Like You Do
Need help prioritizing your e-mail? Sage SalesLogix checks unread e-mail messages against the Sage SalesLogix database and “flags” e-mail from customers and prospects so you know which e-mail messages to answer first. But let's say one of those flagged messages is a literature request. No problem. You can insert the appropriate file from your Sage SalesLogix Library into your e-mail response — in just two simple steps.

And if you want to forward that e-mail or send a new e-mail to another Sage SalesLogix contact? Just use the "Sage SalesLogix Address Book for Outlook" to select contacts directly from your Sage SalesLogix database — even if the Sage SalesLogix application is closed!

Finally, when you're ready to send e-mail, you can choose whether or not to record it to your Sage SalesLogix History. If you decide the e-mail is relevant, simply click the "Send SLX" button at the top of your Outlook screen to automatically send the e-mail AND generate a History record in Sage SalesLogix.

Calendar Integration: Outlook "Inside" Sage SalesLogix
With Outlook "Attendee Availability," you’re basically just putting Outlook “inside” Sage SalesLogix. Schedule appointments for Sage SalesLogix and non-Sage SalesLogix users alike by viewing any Outlook user’s "free/busy" schedule right in Sage SalesLogix!

Once you complete a meeting, an Outlook Meeting Request is e-mailed to all attendees, and Outlook keeps track of who accepts and declines your invitation. If you're a SalesLogix user, your calendar is replicated and synchronized with your Outlook calendar. This means that a non-Sage SalesLogix user can schedule a meeting request for you through Outlook.

Contact Integration: Contacts When You Want Them
Moving contacts from Sage SalesLogix into Outlook is now easier than ever before — there's no waiting for synchronization! Just click “Add Contact to Outlook” and Sage SalesLogix will “scrape” the relevant contact information off the screen and pre-populate an Outlook Contact form with it. And it's just as easy to move contacts from Outlook into Sage SalesLogix.

Outlook Synchronization: Silent and Automatic
Synchronization now can run automatically and silently so you never have to think about clicking a button or running a program — it just happens! Plus, you also can sync contacts, calendar items, and tasks from Outlook to your PDA of choice.

Get More Info
Talk to a Sage SalesLogix sales representative to see if Advanced Outlook Integration is right for you. Call us at (949) 583-9500 x2500 or contact us by email at