IMPROVE YOUR CRM CAPABILITIES WITH 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.
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.
CRM FOR OUTLOOK IMPROVES YOUR DAILY WORK ROUTINES FURTHER THROUGH INTEGRATIONS:
You can call your contacts from Skype or Lync
Add contacts to your existing list
See LinkedIn profile in the ribbon and lookup in browser
Go directly to the BP’s web site in your favorite browser
Manage campaigns in MailChimp
Look up directions on Google Maps
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CRM FOR OUTLOOK MAKES IT EASY FOR YOU TO:
Manage business partners, contacts, opportunities and activities directly in Outlook, saving time and making updates easier.
On a timeline all employees can share and see recent activities connected to the relevant business partner.
Remote access gives you the information you need, whenever you need it.
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.
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.
The rollout of CRM for Outlook is very easy. The familiarity with Outlook allows user to get up and running quickly.
Create and send emails in Outlook and link them to SAP Business One records directly in Outlook, and maintain a history of communications with customers.