Sage CRM - Outlook Integration

Sage CRM is an easy to use, highly customizable CRM system that provides robust marketing, sales and customer support features. Because Sage CRM is web based, your team can stay connected in real-time without data synchronization.

With version 6, Sage CRM has complete, two-way synchronization with Outlook contacts, calendar (appointments), and tasks, in addition to enhanced e-mail integration. With Outlook integration, you also have the option to access your entire Sage CRM contact database from within the standard Outlook interface. Lastly, Outlook integration enables you to synchronize your CRM data to devices such as mobile phones and PDAs that synchronize with Outlook.
With Outlook integration, you can:

• Use all the features of Outlook entirely from within the Sage CRM interface; no more switching from one application to the other.
• Bi-directionally synchronize contacts, appointments, and tasks between Outlook and Sage CRM.
• Perform a 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.

If your organization is outgrowing simple contact management, talk with us about how Sage CRM can improve effectiveness and results for all your customer development efforts.