CRM to Outlook integration by InvisibleCRM


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This is the outline and demonstration of some of the features and functions available as a result of CRM integration with Outlook.

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CRM to Outlook integration by InvisibleCRM

  1. 1. CRM to Outlook integration by InvisibleCRM
  2. 2. User Adoption and Outlook <ul><li>Idea: </li></ul><ul><ul><li>Microsoft Outlook is widely adopted in the world by more than 200M users </li></ul></ul><ul><ul><li>Sales reps are among them and spend >50% of their time in Outlook </li></ul></ul><ul><ul><li>If CRM system is tightly integrated to Outlook, the adoption by sales reps will be definitely increased </li></ul></ul><ul><li>Analysis: </li></ul><ul><ul><li>Outlook is a PERSONAL information manager focusing on personal values and here user adoption is driven by productivity </li></ul></ul><ul><ul><li>There are three different approaches to incorporate CRM into Outlook </li></ul></ul><ul><ul><ul><ul><li>Integration : user may move data between Outlook and CRM but has to work with 2 applications </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Embedding : user may access all or certain features inside of Outlook without switching between applications. The native interface of CRM system is exposed in Outlook </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Melding : CRM user interface and functions are morphed to Outlook GUI to preserve the Outlook native users experience </li></ul></ul></ul></ul><ul><ul><li>Best user adoption rate to CRM system can be reached if </li></ul></ul><ul><ul><ul><li>- Outlook user experience is preserved </li></ul></ul></ul><ul><ul><ul><li>- Sales rep will get numerous personal productivity features around CRM </li></ul></ul></ul>
  3. 3. Namespaces <ul><li>Native Outlook UI </li></ul><ul><li>No side bars </li></ul><ul><li>CRM objects in native Outlook Folders </li></ul><ul><li>All duplicated entities like Contacts, Calendar, Tasks are melded. </li></ul><ul><li>Favorite Outlook views </li></ul>
  4. 4. CRM data forms <ul><li>Native Outlook forms to manage CRM data </li></ul><ul><li>Create, view, edit, and delete any CRM object in Outlook </li></ul><ul><li>Bi-directional sync between Outlook and CRM (offline data availability) </li></ul><ul><li>All object-related information in native outlook UI </li></ul>
  5. 5. Outlook email form <ul><li>One click share-with-CRM button </li></ul><ul><li>Easy one-step e-mail reference to an Opportunity, Company, Project, etc. </li></ul><ul><li>Automated attaching to CRM objects based on the e-mail content (CRM objects) </li></ul><ul><li>Extended UI experience for CRM-related messages while keeping native UI for native messages </li></ul>
  6. 6. Sharing records with CRM <ul><li>All the native CRM objects are shared automatically </li></ul><ul><li>Automatically share all the contacts, Tasks and Calendar Items </li></ul><ul><li>Or on a case by case basis by clicking the Share bar </li></ul><ul><li>All the CRM data user needs is always in Outlook and available offline </li></ul><ul><li>Work offline and sync all the changes when back online </li></ul>
  7. 7. Views Customization <ul><li>Outlook treats melded CRM data as its native and lets apply to this data all standard methods – </li></ul><ul><li>Custom Views are easy! </li></ul>
  8. 8. Personal Productivity Features: New Lead from E-mail Creation <ul><li>Select a message with new inquiry </li></ul><ul><li>Drag and drop it to Leads folder in the Outlook tree </li></ul><ul><li>A new Lead is automatically created based on the message information </li></ul>
  9. 9. Personal Productivity Features: Autocomplete <ul><li>Autocomplete speeds up and simplifies creation of new objects </li></ul>
  10. 10. Personal Productivity Features: Online LookUp <ul><li>One-click access to the item in the CRM application </li></ul><ul><li>No login is required </li></ul>
  11. 11. Integrated Search <ul><li>CRM Items found by the Windows Desktop Search </li></ul>
  12. 12. Jeff Krider, COO [email_address] ; 1 (678)701-3061 skype:jeff.krider You want to find out how we make such integration possible? Or perhaps you’re interested to see your CRM/ERP product integrated in the same way? We’re ready to share our expertise and help you earn more loyal customers via better product usability!