Accelerator 5.0 from CRM Together on Vimeo.
Update CRM data from Outlook
Convert emails to Companies, Contacts, Sales and Cases.
File emails, attachments and log call information.
Access CRM Documents and templates from within Outlook
Right from the start future value is being built into your Sage CRM.
Create new entities in CRM
In the sample image, we are creating a new company, but this could equally be a new person, opportunity, or case. Custom Primary Entities are supported.
Pipeline
View your case or opportunity pipeline from within Outlook, review a summary in the Accelerator Task Pane, or open full CRM in context.
View Customer History
Select an email and view the customer data automatically.
Accelerator will show you summary customer information at the top with the ability to navigate deeper into cases or opportunities, locations or any custom entities in play.
Easy access in context to full CRM with one click if for example, you need to access workflow.
Convert emails to ...
Companies, Contacts, Leads, Opportunities or Cases.
From day one using Accelerator you are building future value into your business by populating your system with useful data.
This is the fuel for your business growth. Creating opportunities easily ensures that they are in the system and will be followed up.
Creating cases ensures that you deliver excellent customer service.
Consistent Customer Experience
Access shared documents to ensure your staff has access to the most up-to-date Company Marketing Collateral.
CRM's shared documents allow you to have a central filing space. This can be accessed and files attached from CRM right from within Outlook.
Email templates
Use Sage CRM Email Templates to standardize the voice of your business and provide a consistent experience for your customers.
Processes can be implemented and more easily followed.
Give emails a CRM Context
With our tagging option, you can apply a CRM context to emails.
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 Accelerator knows it is to be filed against the opportunity.
Visually tagged emails are highlighted in yellow in Accelerator.
Log phone call information
Besides email, we also communicate by phones.
But do these get logged? Most of the time they don't, so there are gaps in our customer engagement data.
With Accelerator we make it easy to log this right from outlook.
Access your CRM Email Addresses
Your CRM system will outgrow your mail server so you need access to all contacts.
Accelerator provides a lookup screen in Outlook that allows you to search for email contacts that live in your CRM system.
File Emails and Documents
You can file full emails so everyone can see the full context with options to set custom fields, for example specifying a document is of a legal nature.
Customisations
There are several options to customise Accelerator, the screens that display, or the data that is accessed. In this image, we are including ERP data within the pipeline.
check out our Open Source section under the Products page for more info
Talk to us to find out more!
Choose a theme of your choice
Accelerator offers a new option to choose a colour palette for the task pane.
365 API Support
Using the Office 365 API? Not a problem.
Check out the installation steps in the video above.
Accelerator Lite for Sage CRM
For those users who wish only to file emails, we have a lite version of this product available.
Accelerator Plus for Sage CRM
For those sites who wish to have multiple users access CRM, to surface data, review and update, there is a Plus version of this product available.
This can be used without a Sage CRM License, it is a viable solution for concurrent licensing.