Accelerator for Sage CRM just keeps on giving!!!
Most other apps only go to 10…but we go to 11 for that little extra push like this guy!!!! 🙂 🙂 🙂 🙂
11 great features of Accelerator for Sage CRM
- Store customer emails.
Store sent and received email against any entity in Sage CRM.
- Store email attachments into CRM directly.
Store received email attachments against any entity in the Sage CRM library.
- View your CRM data in context
You can avoid duplicates as the system matches email addresses of companies, people and leads.
- Create new records from email.
With the Outlook integration, you can create new companies/people/opportunities/cases and even custom entities directly from an email.
- Attach client documents to email.
You can attach client documents store in Sage CRM to your email right from within Outlook.
- Add literature to email.
You can store PDFs or files in other formats in the Sage CRM Shared documents area and then attach them to your email messages when composing.
- Use Email Templates
From within Outlook you can use the email templates stored in Sage CRM. This provided users with confidence and your customers with a consistent company voice.
- Log Phone call notes.
Getting your phone call notes into Sage CRM has never been easier.
- Use CRM as an address book.
Users can look up any email address in Sage CRM.
- Navigate quickly and easily
With the Bookmarks and History features you can quickly navigate your Sage CRM data
- Open full CRM from Outlook
You can view the full Sage CRM window with one click so CRM just feels like an extention of Outlook