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Increasing Productivity Between Enterprise CRM and Microsoft Outlook FAQs

Many companies using enterprise CRM systems such as Salesforce.com and Microsoft Dynamics CRM encounter low user productivity and adoption rates. The primary reasons are that users do not want to have to manage or maintain data in multiple applications or have to navigate through these CRM applications to find the data they need or looking for. Here are some frequently asked questions regarding integration among Microsoft Outlook and Enterprise CRM’s:

What type of integrations are there between Microsoft Outlook and CRM’s? There are usually two categories of integration:

– First, is the integration of Email, Calendars, Contacts, and Tasks. This type of integration is used very often by the users.

– Second type of integration, is the ability to access CRM data quickly which pertinent to the email or calendar item you are currently viewing.

Which CRM’s have theses types of integration?

– Many of the enterprise CRM’s such as Salesforce.com, Microsoft CRM, SalesLogix, SageCRM and ACT! have integrations that support the Email, Calendar, Contact and Task integrations. Some of these vendors use third party ISV’s to provide this integration since they have the expertise in the technology.

– The productivity and CRM adoption integration is not offered by these CRM vendors as of yet. This type of integration is currently provided by third party ISV’s.

How can integration between Microsoft Outlook and a CRM increase productivity?

– Users can immediately see contact and Lead information about the recipients of an email that is being previewed in Outlook.

– Users can view Opportunities, Cases, Notes, Tasks and other information for each Contact and Lead from their CRM application inside Outlook without having to open another application.

– Users can View, Edit, or Create Contacts, Leads, Opportunities, or Cases in their CRM, directly from Outlook with the click of the mouse button. No more navigating to find the necessary data.

How does this type of integration increase Productivity and Adoption?

– When a user reads an email in Outlook, they are also viewing data directly from their CRM next to the email.

– User can quickly track emails to Contacts, Leads, Opportunities or Cases inside their CRM increasing the use of their application.

Glenn the Director of Business Development at LinkPoint360. LinkPoint360 provides add-on solutions for enterprise CRM systems as Salesforce.com, Microsoft CRM, SalesLogix, SageCRM, ACT!, Pivotal CRM, and Netsuite CRM. LinkPoint has two major products LinkPoint Connect and LinkPoint Vue. LinkPoint Connect provides IBM Lotus Notes and Novell GroupWise Integration to these CRM applications and LinkPoint Vue provides Microsoft Outlook integration to these CRM’s. These integrations provide CRM customers increase in CRM Productivity and CRM Adoption.

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