When you have found a reliable, intuitive tool like Microsoft Outlook, you don’t want to give it up. And now you don’t have to! With the Advanced Sage SalesLogix Outlook Integration feature, your company doesn’t need to trade the familiar email and calendar tool, you’ve come to depend on for the ability to achieve powerful customer relationship management that Sage SalesLogix offers. The new
Sage SalesLogix version 7 has complete, two-way synchronization with Microsoft Outlook contacts, calendar and tasks, as well as enhanced e-mail integration, which means you can fully use Sage SalesLogix within the standard Microsoft Outlook interface or vice versa. Moreover, with SalesLogix Outlook Integration you can synchronize CRM data to pocket devices, including mobile phones and PDAs that synchronize with Outlook.
Now comes the question of how can you make sure your data is always up-to-date, especially with some users sending email and scheduling meetings from Sage SalesLogix while others doing so from Outlook? It turns out that as you manage activities in Outlook they are fully, automatically added to customer’s histories in Sage SalesLogix; everything including email attachments! You can also easily compose your email in Outlook, save it in Sage SalesLogix and simply email it whenever you’d like.
In fact, if you’re looking for a system but don’t have ample experience with the SalesLogix database, don’t dismiss Sage SalesLogix as something already too complicated and complex, requiring immense training. Advanced Outlook Integration is ideal for businesses just starting with Sage SalesLogix, reason being that users don’t have to learn new email, activity and calendaring system. There is no requirement to choose between Outlook and Sage SalesLogix Outlook Integration because both databases are always in sync.
You might be wondering what else can Sage SalesLogix Outlook Integration do for you and why you need to upgrade? First of all, the entire SalesLogix address book is available within Outlook. Even if the Sage SalesLogix application is closed, you still have complete access to all the features. With all the features SalesLogix has to offer, combining the database with Outlook provides incredible benefits. Such a back-and-forth relationship between Outlook and SalesLogix, which has been impeccably synchronized, lets you move individual or groups of contacts between the databases. For example, sending files from SalesLogix libraries without touching SalesLogix is easily achievable by simply selecting the libraries from the Insert menu in Outlook, choosing the appropriate files and sending them to the recipients. Moreover, Advanced Outlook Integration also compares sender’s addresses and flags those that match the contact in the SalesLogix database, so you can avoid having to paddle your way through junk email and go straight to your customers and prospects. Now that’s a good strategy to avoid time consuming and ineffective searching when what you really want is to focus your attention on customers and potential leads!
When it comes to your busy calendar filled with meetings with Sage SalesLogix users and non-users, which can be updated and kept up-to-date with Outlook, the Attendee Availability Feature enables you to see everyone’s schedules, regardless of whether they use SalesLogix or not, in order to determine the best meeting date for all and to arrange it with Outlook Meeting Request. Synchronizing Outlook with SalesLogix makes sure whichever tool your reps rely on, they will receive the necessary information. If you prefer Outlook, no problem, you can make Outlook your default calendar within SalesLogix.
Meanwhile, synchronization is also flexible and customizable with your hand held device, with SalesLogix Mobile and Outlook integration it is up to you which sections you want to synchronize, once that is decided the synchronization occurs automatically through Advanced Outlook Integration.
Here is what you can do with the Advanced Outlook Integration feature in Sage SalesLogix:
- Record Outlook emails in Sage SalesLogix history
- Look up SalesLogix contacts in Outlook
- Add attachments to Outlook emails from the SalesLogix Library
- Open Outlook calendar from within SalesLogix or vice versa
- Schedule meetings for both SalesLogix and non-SalesLogix users
- Add contacts from SalesLogix to Outlook
- Use all the features of SalesLogix entirely from within the Outlook interface without switching between applications
- Synchronize data (such as contacts, appointments, tasks) automatically bi-directionally
- Use Outlook or SalesLogix interchangeably
It is truly possible to improve customer service with Microsoft Outlook Integration and track all customer communication, whether it is from SalesLogix or Outlook. Perhaps, enhanced efficiency and increased productivity is what you’re after, then SalesLogix Outlook Integration allows your employees to have faster access to vital customer information without wasting time and energy sifting through unneeded information or switching between programs. You will also benefit from higher internal staff adoption rates as staff can use CRM from familiar programs such as Outlook.
There are many more features Sage SalesLogix Outlook Integration has to offer, and we’re pleased to discuss them with you and the program’s suitability for your business environment. Contact QISYS SalesLogix at (416) 253-5555.
