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Sage CRM Outlook Integration May 2017

Thanks to Sage CRM’s Outlook Integration, filing and finding important communications can be done quicker and easier than ever. With multiple options for how to organize emails, you can find the method that works best for you.

Using Sage CRM’s Outlook Integration, you can easily organize, sync and find necessary communications.

File Emails

Filing emails is a quick and simple process. To start, highlight any email from any folder within the Outlook plugin. Then, click CRM and file the email. The plugin looks for corresponding email addresses within Sage CRM and automatically files it with that person. Of course, you don’t have to file it under that particular person if you don’t want to. You have the power to overwrite and file the email under the person and company you would prefer.

Each individual has their own communications folder where you can view all emails and documents that have been filed under them. This helps keep communications involving them together in one spot. To go even further, you can categorize emails as opportunity, case, order, or quote to keep similar communication types together.

In Outlook, after you’ve filed an email, it will give a visual cue to let you know it has been filed. This is to ensure you don’t accidentally file it more than once.

Through Outlook, you also have the option to sync calendars and contacts. However, these features are not typically used. The most used feature is email filing.

Next Level integration with Outlook - Accelerator for Sage CRM

For an enhanced integration with MS Outlook, Accelerator for Sage CRM  provides an expanded integration.  Perfect for users that live in Outlook, Accelerator will help you improve customer service, create future value, and increase user engagement. We are an authorized reseller of the Accelerator program, so if you have any questions or would like to schedule a demonstration, we’re happy to help.

If you ever need any help with Sage CRM’s Outlook Integration, let us know.

Managing Sage CRM projects is the exclusive focus of DCAA.  This singular focus over the past 12+ years gives us a unique and experienced perspective. We’re happy to help with any questions you may have.  Contact us today!

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