Outlook Integration

With the powerful integration, you can:

• Use all the features of Sage CRM entirely from within the Outlook interface; no more switching from one application to the other.
• Bi-directionally synchronize contacts, appointments and tasks between Outlook and Sage CRM.
• Perform one-way export from Sage CRM to Microsoft Outlook.
• Send e-mail within Sage CRM using Outlook and automatically have the e-mail stored in the relevant customer contact history, including attachments.
• Easily import e-mail from Outlook into the appropriate customer contact within Sage CRM.
• Choose which contacts and calendar items flow between applications, allowing you to work the way you want.

Benefits of Microsoft Outlook Integration include:

• Improved customer service; all customer communication can be tracked in the CRM system even as employees work from Outlook.
• Enhanced efficiency and increased productivity; employees can have faster access to vital customer information from within Outlook.
• CRM implementation success; internal staff adoption rates are higher as staff can use the CRM system from within the familiar Outlook interface.

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