Convert emails to Companies, Contacts, Sales and Cases. File emails, attachments and log call information. With our integration you get the best Outlook to Sage CRM integration for any CRM system.
Right from the start you see future value being built into your Sage CRM.
Select and email and view the customer data automatically. The system will show you the customer information including sales and issues. From Outlook you can click on a person and see all their data in full CRM and start working through workflow.
Demo showing how to create an opportunity in Sage CRM from outlook and file the email and log phone details
Companies, Contacts, Leads, Opportunities and Cases. From day one using Accelerator you are building future value into your business by populating your system with Companies, Contacts and Leads. This is the fuel for your marketing. Creating opportunities easily ensures that they are in the system and will be followed up. Creating cases ensures that you deliver excellent customer service.
Use Email and shared documents to allow your staff to provide a consistent customer experience. CRM's shared documents allow you to have a central repository of documents that can be attached from CRM right from within Outlook. Using CRM's email templates from Outlook allows you to define a consistent company voice and standardize customer responses to queries and issues.
Use Sage CRM Email Templates to standardize the voice of your business and provide a consistent experience for your customers. Processes can be more easily followed and implemented.
With our tagging option you can apply a CRM context to emails. So if you create an opportunity from an email you can link the email with a tag. this makes filing emails with this tag a lot easier as the system knows it is to be filed against the opportunity.
Besides email one of the things that we do a lot is make phone calls.
But do these get logged? Most of the time they don't so there are gaps in our customer integration data.
With Accelerator we make it easy to log this right from outlook.
Your CRM system will outgrow your mail server so you need access to all emails. Accelerator provides a lookup screen in Outlook that allows you search for email addresses that live in your CRM system.
You can file full emails (as .msg files) so everyone can see the full context (including embedded images). The system is also smart enough to know to exclude small images (like a linked-in image for facebook image in a signature).
Continually developed and refined to provide Sage CRM Customers with the best integration from any CRM to Outlook. Support covers Office Outlook 2013 and 2016 in 32 and 64 bit. Support for Sage CRM versions 7.1, 7.2 and 7.3.
With our modern user interface and refined system this is one investment that keeps on returning.
"Accelerator for Sage CRM has revolutionized how we use Sage CRM! Our usage of Sage CRM has at least tripled because the tools we need are now tied right into Outlook, which is where we spend a large part of our day. Now, I can’t imagine working without Accelerator. Thank you CRM Together team! "