Gmail Integration for Sage CRM

Are you tired of the cumbersome task of manually copying and pasting emails into your CRM system?
Does your sales team often neglect updating CRM with crucial contact details?
Are you struggling with low overall CRM user adoption?

Look no further, as we have the perfect solution for you – Gmail Integration for Sage CRM, "A part of our Accelerator family."

Gmail Integration for Sage CRM

Compatibility

Accelerator links to Gmail but also seamlessly integrates with Office Outlook 2016 and newer versions in both 32 and 64-bit configurations, as well as the Microsoft Office 365 API.

It is also compatible with Sage CRM 2019 and all later versions, ensuring you're always up to date.
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Effortless Data Updates

Say goodbye to manual data entry. Accelerator Gmail integration allows you to convert emails into Companies, Contacts, Sales, and Cases. You can file emails, attachments, and log call information directly from Gmail, enhancing efficiency.
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Create New Entities

Accelerator Gmail Integration empowers you to create new entities in CRM. Whether it's a new company, person, opportunity, or case, you have the flexibility to customize primary entities to your specific needs.

Filing emails to have that illusive 360degree view of a customer

Filing email communications in Sage CRM means a comprehensive appreciation of where a customer is at in their relationship with your business. It promotes better organization, collaboration, and customer service while boosting overall efficiency.
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Log Phone Call Information

Keep track of phone call details effortlessly within Gmail, preventing gaps in customer engagement data.

Search Sage CRM Data

From within Gmail, search for any entity and review up to date communications including phone calls or emails sent. Search by entity type, review a calendar history of usage in Accelerator or finally bookmark items of priority and access quickly and efficiently.
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Sage CRM Tasks

Creating tasks in Sage CRM enhances organization, collaboration, and efficiency, leading to better business outcomes. Without screen switching this can be done from withing Gmail in context
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Customization

Tailor Accelerator to your specific needs by customizing screens and accessed data.

The flexibility of including ERP data is an example of a customization.
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Choose Your Theme

Customize your Accelerator experience with various colour palette options for the task pane.

Still not convinced?

Don't waste any more time on manual CRM updates. Experience the power of Sage CRM Gmail Integration with Accelerator and streamline your workflow for enhanced productivity.
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"Accelerator for Sage CRM has revolutionized how we use Sage CRM! Our usage of Sage CRM has at least tripled because the tools we need are now tied right into Outlook, which is where we spend a large part of our day. Now, I can’t imagine working without Accelerator. Thank you CRM Together team! "

Shelley Sanderson
Edge Information Management Solutions


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