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CRM for Outlook

CRM for Outlook enables sales, support and management to perform and update important SAP Business One tasks directly in Outlook, saving time and increasing user adoption of your SAP Business One.

Whether you need to see the most recent sales to a customer or update a business opportunity on a lead you can now do this in Outlook.

You no longer need to spend hours looking for vital information in different areas of SAP Business One. 

CRM for Outlook improves your daily work routines further through integrations:

Call your contacts from Skype or Lync

Go directly to the BP’s web site in your favorite browser

Manage campaigns in MailChimp

See LinkedIn profile in the ribbon and lookup in browser

Look up directions on Google Maps

Add contacts to your existing list

Outlook CRM software can eliminate the redundancy of opening separate applications for e–mails, sales activity tracking, and lead generation, making a user’s life easier and reducing clutter. By working directly in Outlook, your employees can perform all of their key tasks and have them captured and organized within your SAP Business One system. Not only does this get employees to accept your SAP system, it ensures customer profiles stay up–to–date and accurate company–wide.

 

 

With CRM for Outlook you can:

Manage business partners, contacts, opportunities and activities directly in Outlook, saving time and making updates easier.

Create and send emails in Outlook as you always do and link them to SAP Business One records (sales orders, contracts, activities etc.) directly in Outlook, making it easier to maintain a history of communications with customers.

On a timeline all employees can share and see recent activities connected to the relevant business partner.

Jump directly to information in SAP Business One with a single click, saving you a lot of time looking up data in SAP Business One.

Remote access gives you the information you need, whenever you need it.

The rollout of CRM for Outlook is very easy. The familiarity with Outlook allows user to get up and running quickly.

Customize for your own needs. Choose relevant UDF information from SAP Business One that you want to display on your Outlook ribbon when you recieve an email.

Create activities and service calls on the fly directly from Outlook. Your activities will appear in your Outlook Calendar.