Create Entities from Outlook
When an email has no match in CRM you can create a company and/or person record in one click.
Live links to CRM data in context
Find the opportunity in Outlook, save emails, then click straight through to CRM, to process through the pipeline
Access CRM Templates for consistent messaging with your customers
Answering the same queries time and time again, standardise the response and attach those all important Marketing brochures
Use CRM as an Address book
No need to leave email, search your CRM contacts from within compose mode
Pipeline Access
Review your pipeline from within Outlook to ensure you stay on top of prospects