Improving your SageCRM users experience with the Mobile X Office365 Outlook Integration
Nick Rainbird • October 27, 2020
Following on from our recent blog "SageCRM data on the go with MobileX" discussing the benefits of the Mobile X application for remote staff, providing quick and easy access to valuable customer, sales, communication and service data while out of the office. We wanted to follow this up and tell you all about the Mobile X Office365 integration feature which is provided with the Mobile X license and can be added as an Outlook Add-in to Outlook 365, Outlook 2016, Outlook for IOS and Outlook for Android and allows you to view, edit and create SageCRM data directly from within outlook.
Viewing information using Mobile X Office 365 outlook integration
You can choose to have the Mobile X add-on fixed within your outlook screen layout or click on the Mobile X for SageCRM button from the Outlook ribbon when you want to use this feature as displayed below.
Instead of logging into SageCRM to review customer information, if you have received an email from an existing contact who has a matching record and email address in SageCRM you can click the email within outlook and the email address will be automatically populated into the Mobile X search bar as shown below. Mobile X will then search the SageCRM database for the email address and display and matching contact record/s and display the contact summary information you have defined to show on the screen including custom fields. Last communication date, forecast value and the number of open Opportunities and cases is displayed. Opportunity, cases and communications records can be shown by clicking on the appropriate tab within the record. You
can also edit and update the contact information from this screen by clicking the edit button, making your changes and clicking save. All changes are real-time back to SageCRM.
SageCRM users can quickly access the My CRM area of SageCRM through Outlook and view their calendar and tasks and view the opportunities, and cases assigned to them. Records can then be clicked on for additional summary information and edited where required.
Creation of new records
There will times where you have received an email from a new prospect or a new contact from an existing customer and you want to quickly add them into SageCRM. Currently you need to either log into SageCRM to add the new contact record or add them as a contact in Outlook and use the existing SageCRM plugin to create the SageCRM record. The Mobile X Office365 integration lets you simply select the email you have received and if no matching email address is found in SageCRM you can click the New Company/Person option. In the instance below you can see the New Person screen has been selected where the core information from the email has been auto populated into the entry screen. You can then enter any additional information such as Title, phone etc or if this is for an existing record select the correct company before saving the record.
The Mobile X Office365 integration also provides you with the ability to create new opportunity, case, phone, email, lead and custom entity records as shown below against a company or person record directly from Outlook. If you have had a phone call with an existing customer or prospect you can quickly enter this information directly in to the system by selecting New, Phone and populating the subject and conversation detail information and this will be saved back to SageCRM as a communication record related to this selected company and contact.
Filing of Emails from Outlook
The Mobile X for Office 365 integration also allows you to file emails from Outlook on windows/Mac/OWA/iOS and Android (via the Outlook app).
When you highlight an email in Outlook you can then select the File email button from the Mobile X menu and the contact email address will be searched for in SageCRM and bring back the matching results. You can then select to Add attachments also if they exist on the email or not and File the email which is then saved against the contact record back into SageCRM.
If you would like to find out more about the Mobile X App and Office 365 integration for Outlook then please feel free to get in touch on
01494 490409
or email the me at
nick@rainbirdbusiness-solutions.com
to discuss these further.
Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!
Nick
Entegraty Rainbird Business Solutions
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