Accelerator for SageCRM will solve these problems for you using the best outlook integration on the market! Accelerator will save you time on these small yet crucial admin jobs by updating your CRM data straight from your Outlook!
This integration feature will allow you to:
- Update CRM data directly from Outlook
- Convert emails to companies, contacts, sales and cases.
- File emails, attachments and log call information.
- View customer history when selecting an email automatically.
- Access and use SageCRM email templates to standardise the voice of your business and provide a consistent experience for your customers
- View your CRM case or opportunity pipeline in Outlook and Search for email contacts within your CRM system.
This functionality is essential for business growth, ensuring customer data and opportunities are up to date and followed up and all customer cases are being investigated whilst delivering excellent customer service.