Index

Update CRM from Outlook


AC

Mark Binkley Dataquest


The Challenge

Dataquests customer Chicago Glue handles a huge volume of emails daily, there was a real concern that not all communications were being logged in the fast moving office particularly in relation to sales prospecting.

The Solution

Greater efficiency in handling communications and utilising CRM Data for staff in a fast moving environment

Benefits

  • Less clicks to save an email, process automated
  • Shortcut to Google mapping from IE toolbar
  • Display and hide CRM data in Outlook as required
  • Create a new entity in the Sage CRM database based upon an email
  • Pushes outlook meetings and tasks to Sage CRM
    • For those looking to expand upon their CRM vision. Join the Sage Summit Virtual Event - September 27th