We believe in allowing companies to see the SAP Business One information where most of the business communication takes place – Microsoft Outlook so that you can handle your day-to-day tasks better.
CRM for Outlook sets the standard in CRM. Unlike any other option, it offers complete integration with your organization's email system, radically cutting down on time spent searching and manually inputting information. You also don't need to learn new ways of working or change your tools and processes to make your employees more productive at work - it's all integrated into Microsoft Outlook.
The CRM for Outlook team is always ready to help you find the solution that best matches your needs - whether for a single user looking for data synchronization, multiple users sharing one inbox, or whole departments collaborating together using a shared inbox across different pieces of hardware. Combining contact management with project management helps you take faster action and achieve measurable results!
Customers that have seen a great return on investment were experiencing many challenges before implementing CRM for Outlook.
Here are just some of them:
- Employees lose valuable time when receiving inquiries and trying the find the correct information for customers and suppliers.
- Manual assignments of the email communications in SAP Business One activities.
- Not all company employees have access to SAP Business One and lack visibility on important information.
- High level of employee frustration as their work in Outlook does not get synchronized to SAP Business One, causing duplication of work and loss of time.
The list of challenges goes on and on.
Successful companies have always excelled at maintaining meaningful relationships with their partners. They found that while having an irresistible product or service to offer is desirable, a company can struggle if it does not establish the right connections in business.
Leading your company successfully relies on gathering a base of loyal and satisfied customers who will encourage others to do business with you. One-time customers won't make your company grow.
On the other hand, your email inbox is one of the best marketing tools you have, but it's also a fragmented mess. CRM for Outlook will help your organization find and nurture quality connections with customers and prospects while mitigating risks associated with multi-threaded communication. Save time by consolidating all aspects of your customer interactions in one place - lead tracking, messaging coordination, prioritization, and reporting.
All around the world, customers use the CRM for Outlook. We work with over 620 global partners/resellers that receive support from more than 9 locations worldwide.
Close your deals
CRM for Outlook is a feature-rich solution that provides SAP Business One users with access to all relevant information about their customers and suppliers in one place. Users can convert leads and drive sales opportunities through each stage of the sales cycle by following up on potentials, never letting them get cold.
The system even enables employees to manage activities, track down documents, reports from your personal view, so you always have an idea where they are at any point in time, which means no more wondering if something was missed or when it needs attention again.
Increase Productivity
Users save time by working from the familiar Outlook environment With access to all relevant information about business partners in one place.
They can use Outlook to add or update SAP Business One:
Sales documents
Activities
Aervice calls
Business partners
Calendar
View purchase documents and invoices
With a single click, you can find what you need in seconds instead of wasting time scrolling through endless pages and documents.
Organize your Work
With Calendar synchronization, SAP Business One activities and Outlook calendar entries always in sync.
Work proactively by always knowing what to do next with build-in to-do lists.
And keep track of your progress with out-of-the-box sales widgets.
Find the right information
With CRM for Outlook, you can search through your SAP Business One contacts and emails without having to dig around in the app manually.
There's a handy summary of all essential items that are available when you open up the app with clue cards.
And with B1 Usability Integration, it is possible to run reports on charts created from within the software itself--so no more time wasted digging through data!
Enhance Team Collaboration
The CRM for Outlook is the perfect tool to track all your emails. It will be able to link important communications back and forth between you, whether it's a customer service email or an internal staff meeting invitation that needs input from employees across departments.
You can also share files by integrating CRM for Outlook through Dropbox, Amazon S3 (AWS), or FTP servers to keep everyone up-to-date with the relevant at any time.
CRM for Outlook offers additional modules that you can add and activate to enable other functionality.
B1 Usability Package
The B1 Usability Package (B1UP), an award-winning solution, is the most comprehensive customization toolkit for SAP Business One used by more than 6,000 companies worldwide.
With the B1 Usability Package, you can bypass most of the custom development requirements. You can easily customize your SAP Business One and make it ideally suited for organizations of every variety.
B1UP can be used with ease and speed to adapt SAP Business One to various scenarios, improve end-to-end system utilization, boost user experience, and dramatically increase return on investment.
B1UP is a must-have solution for companies seeking to unleash the full power of SAP Business One, elevating it to a strategic platform for success in this age of Digital Transformation.
B1 Print and Delivery
B1 Print & Delivery (B1P&D) enables your company to scale communication through true automation while still preserving the personal touch required to connect with your audience.
With a comprehensive set of features and flexible logic, B1P&D can cater to the most diverse scenarios.
B1 iPayment
B1 iPayment makes it easy to accept electronic payments in SAP Business One integrated with the best-known and most reliable payment gateways worldwide.
Following the PCI DSS compliance standard, B1 iPayment provides peace of mind by processing transactions quickly, automated, and securely.
B1 MailChimp
B1 MailChimp connects to MailChimp's Online Newsletter platform, one of the most sophisticated and easy-to-use newsletter tools with well over 7 million users internationally.
The B1 MailChimp Module offers integration between contacts in SAP Business One and MailChimp newsletter recipients, providing an easy way for you to design your campaigns, broadcast your news and special offers to your customer base.