Is this version yet compatible with your CRM system’s Outlook plugin?
Requires compatible versions of Windows and Outlook – Your company just upgraded to the latest version of Outlook. But there can also be issues for which IT needs to allocate resources to solve. Is the installation of an Outlook plugin on a user’s machine problem free? It can be. Potential Issues with CRM Outlook Integration Plugins Provide the Ability to Create a Support Case from an Email – If someone emails with a customer service or customer support issue, a CRM Case can be easily created from the email. After receiving an email, a user can one-click attach that email to the sender’s record in CRM.Ĭontact synchronization – Allow users to synchronize a filtered list of CRM contacts to Outlook and/or synchronize contacts from Outlook to CRM.Ĭalendar synchronization – Allow users to synchronize their CRM calendar to Outlook and/or synchronize their Outlook calendar to CRM.Īllow for viewing of CRM record details within Outlook – Some CRM systems’ Outlook integration plugin allows users to preview data from a CRM contact record while clicked on an email from or to a matching CRM record. Integration of inbound and outbound email – When sending an email to one or more people, a user can automatically attach that email to the recipients’ records in CRM along with any attachments. What does a CRM Outlook plugin do? Here are a few of a CRM Outlook integration plugin’s functions: At many companies where Outlook is the standard email client, a CRM Outlook integration plugin is installed on every user’s computer as part of the CRM rollout.
If your company is planning to move from a legacy CRM system or contact manager to a browser-based CRM solution, you will be forever rid of having to install and maintain CRM-related software on users’ desktops and laptops, right?