Update CRM from Outlook

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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

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