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CRM to Outlook integration
by Invisible CRM
Online | classroom| Corporate
Training | certifications | placements| support
Visit : www.Magnifictraining.Com
User Adoption and Outlook
• Idea:
– Microsoft Outlook is widely adopted in the world by more than 200M users
– Sales reps are among them and spend >50% of their time in Outlook
– If CRM system is tightly integrated to Outlook, the adoption by sales reps will be definitely
increased
• Analysis:
– Outlook is a PERSONAL information manager focusing on personal values and here user adoption
is driven by productivity
– There are three different approaches to incorporate CRM into Outlook
– Integration: user may move data between Outlook and CRM but has to work
with 2 applications
– 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
– Melding: CRM user interface and functions are morphed to Outlook GUI to
preserve the Outlook native users experience
– Best user adoption rate to CRM system can be reached if
- Outlook user experience is preserved
- Sales rep will get numerous personal productivity features around CRM
USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com
Visit : www.magnifictraining.com
Namespaces
• Native Outlook UI
• No side bars
• CRM objects in native
Outlook Folders
• All duplicated entities
like Contacts, Calendar,
Tasks are melded.
• Favorite Outlook
views
USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com
Visit : www.magnifictraining.com
CRM data forms
• Native Outlook forms to manage
CRM data
• Create, view, edit, and delete any
CRM object in Outlook
• Bi-directional sync between
Outlook and CRM (offline data
availability)
• All object-related information in
native outlook UI
USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com
Visit : www.magnifictraining.com
Outlook email form
• One click share-with-CRM button
• Easy one-step e-mail reference to
an Opportunity, Company, Project,
etc.
• Automated attaching to CRM
objects based on the e-mail content
(CRM objects)
• Extended UI experience for CRM-
related messages while keeping
native UI for native messages
USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com
Visit : www.magnifictraining.com
Sharing records with CRM
• All the native CRM
objects are shared
automatically
• Automatically share all
the contacts, Tasks and
Calendar Items
• Or on a case by case
basis by clicking the
Share bar
• All the CRM data user
needs is always in
Outlook and available
offline
• Work offline and sync
all the changes when
back online
USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com
Visit : www.magnifictraining.com
Views Customization
• Outlook treats melded
CRM data as its native
and lets apply to this
data all standard
methods –
Custom Views are easy!
USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com
Visit : www.magnifictraining.com
Personal Productivity Features: Autocomplete
• Autocomplete speeds up and
simplifies creation of new objects
USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com
Visit : www.magnifictraining.com
Personal Productivity Features:
Online LookUp
• One-click access to the item
in the CRM application
• No login is required
USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com
Visit : www.magnifictraining.com
Integrated Search
• CRM Items found by the Windows
Desktop Search
USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com
Visit : www.magnifictraining.com
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!
USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com
Visit : www.magnifictraining.com
Contact Us:
For more details, please log on to
www. MAGNIFICTRAINING.COM
You can also Find us on :
Most Trusted Website for all Learning Needs by Students, Graduates and
Working Professionals
Visit : www.Magnifictraining.Com
Visit : www.Magnifictraining.Com

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sales force crm online training in hyderabad

  • 1. CRM to Outlook integration by Invisible CRM Online | classroom| Corporate Training | certifications | placements| support Visit : www.Magnifictraining.Com
  • 2. User Adoption and Outlook • Idea: – Microsoft Outlook is widely adopted in the world by more than 200M users – Sales reps are among them and spend >50% of their time in Outlook – If CRM system is tightly integrated to Outlook, the adoption by sales reps will be definitely increased • Analysis: – Outlook is a PERSONAL information manager focusing on personal values and here user adoption is driven by productivity – There are three different approaches to incorporate CRM into Outlook – Integration: user may move data between Outlook and CRM but has to work with 2 applications – 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 – Melding: CRM user interface and functions are morphed to Outlook GUI to preserve the Outlook native users experience – Best user adoption rate to CRM system can be reached if - Outlook user experience is preserved - Sales rep will get numerous personal productivity features around CRM USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com Visit : www.magnifictraining.com
  • 3. Namespaces • Native Outlook UI • No side bars • CRM objects in native Outlook Folders • All duplicated entities like Contacts, Calendar, Tasks are melded. • Favorite Outlook views USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com Visit : www.magnifictraining.com
  • 4. CRM data forms • Native Outlook forms to manage CRM data • Create, view, edit, and delete any CRM object in Outlook • Bi-directional sync between Outlook and CRM (offline data availability) • All object-related information in native outlook UI USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com Visit : www.magnifictraining.com
  • 5. Outlook email form • One click share-with-CRM button • Easy one-step e-mail reference to an Opportunity, Company, Project, etc. • Automated attaching to CRM objects based on the e-mail content (CRM objects) • Extended UI experience for CRM- related messages while keeping native UI for native messages USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com Visit : www.magnifictraining.com
  • 6. Sharing records with CRM • All the native CRM objects are shared automatically • Automatically share all the contacts, Tasks and Calendar Items • Or on a case by case basis by clicking the Share bar • All the CRM data user needs is always in Outlook and available offline • Work offline and sync all the changes when back online USA: +1-6786933994,+16786933475 & India- +91-9052666559 info@magnifictraining.com Visit : www.magnifictraining.com
  • 7. Views Customization • Outlook treats melded CRM data as its native and lets apply to this data all standard methods – Custom Views are easy! USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com Visit : www.magnifictraining.com
  • 8. Personal Productivity Features: Autocomplete • Autocomplete speeds up and simplifies creation of new objects USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com Visit : www.magnifictraining.com
  • 9. Personal Productivity Features: Online LookUp • One-click access to the item in the CRM application • No login is required USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com Visit : www.magnifictraining.com
  • 10. Integrated Search • CRM Items found by the Windows Desktop Search USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com Visit : www.magnifictraining.com
  • 11. 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! USA: +1-6786933994,+16786933475 & India- +91-9052666559 ,info@magnifictraining.com Visit : www.magnifictraining.com
  • 12. Contact Us: For more details, please log on to www. MAGNIFICTRAINING.COM You can also Find us on : Most Trusted Website for all Learning Needs by Students, Graduates and Working Professionals Visit : www.Magnifictraining.Com