CRMPlus Blog RSS

Customer Self Service: Giving Your Customers What They Need
Customer self-service is a cost effective solution that gives consumers quick answers without them having to contact a customer service representative. Not only does this method empower the...Read More
Social, Mobile CRM Boost Sales Productivity
There is little question that companies are beginning to see social and mobile features as increasingly integral additions to CRM applications. Instead of being luxury tools that are nice to have,...Read More

Newsletters and Articles

What is Customer Service and Support Feature?

Customer Service and Support features of a CRM system help customer service teams manage customer support tasks such as issue (case) tracking, service activities, call-volume and time-per-call for customer-service representatives. This allows them to enhance their methodology to develop better customer relationships and increase repeat sales. (more...)

What is Sales Force Automation?

Sales Force Automation (SFA) contains multiple aspects of sales functionality, including sales activities, opportunity & pipeline management and forecast capabilities. Sales Force Automation is frequently combined with Marketing tools to help facilitate the lead to opportunity (sales) flow. SFA enables you to analyze the entire sales cycle and successfully manage your sales pipeline—from first contact to final sale. (more...)

What is a Customer Service and Support Feature?

Customer Service and Support features of a CRM system help customer service teams manage customer support tasks such as issue (case) tracking, service activities, call-volume and time-per-call for customer-service representatives. This allows them to enhance their methodology to develop better customer relationships and increase repeat sales.(more...)
Mobile Sage CRM Solutions
Mobile Sage CRM Solutions

Outlook Integration for your CRM Software

Sage SalesLogix, Act by Sage, Sage CRM - Outlook Integration

Sage CRM Software Outlook Integration

A 360 view of how you manage your customers is essential to success.

Use all the features of Outlook entirely from within the software interface; no more switching from one application to the other.

Bi-directionally synchronize contacts, appointments, and tasks between Outlook and the customer relationship management solution.

Perform a one-way export to Microsoft Outlook.

Send e-mail within the CRM solution 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 list.

Choose which contacts and calendar items flow between applications, allowing you to work the way you want.

Learn more about our CRM applications or view an online CRM software demo.

Marketing | Sales | Customer Care | Support | Mobile | Outlook Integration