Soffront Outlook integration
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The Soffront Outlook integration allows users to synchronize data between Outlook and the Soffront CRM. It provides two-way synchronization of emails, calendars, contacts and activities to enable viewing a complete customer history. Users can associate emails with customer records, schedule meetings in either Outlook or CRM, and create CRM records like leads and opportunities directly from emails in Outlook. The integration is part of Soffront's comprehensive CRM suite which also includes marketing, sales, support and other modules.
Soffront Outlook integration
- 1. Outlook Integration Seamless Productivity 3X More DATASHEET
- 2. Continue Using Outlook. Synchronize with CRM. Use Either Outlook or CRM Save Emails “ Soffront Outlook integration lets you use either Microsoft Outlook or Soffront to communicate with Associate incoming and outgoing Outlook email messages to any record within Soffront, improving sales The Soffront system customers with the assurance that everything will be captured in CRM for company wide visibility. information. is outstanding. Their The integration works seamlessly for emails, calendar, For example, a sales person receives an email from a channel partner about an opportunity. The sales person newest version is contacts and synchronization and supports Outlook version 2007 and 2010. wants to associate this email with the prospect’s record and add it to the opportunity record. With Soffront, the possibly the best process is completed in a single step. CRM that I have Synchronize Both Ways Synchronize Activities used. Decide which tools you want to use to manage your e- “ mail, calendars, and contacts. Add, modify, and transfer Combine your CRM Calendar and Outlook Calendar to increase productivity and enhance efficiency. Schedule data from Outlook to Soffront (or vice-versa). - Evan Rosenfield, Synchronize automatically and seamlessly. meetings in Outlook and add those meetings automatically to your CRM calendar, without even American Securities opening Soffront. This synchronization of calendars is bidirectional -- so you can schedule an activity in See a 360 Degree Customer View Soffront, and then have the activity automatically sync to Outlook. Connect every email message sent and received in Outlook with the appropriate Soffront customer record for a complete history of communication you’re your Synchronize Contacts customers. Everyone will have access to complete customer Synchronize your CRM contacts and Outlook contacts communications history without having to look through without reformatting or retyping. Move Outlook contacts multiple Inboxes or 'Sent Items' folders. into Soffront one at a time or in multiples, or move them from Soffront into Outlook effortlessly. Open CRM Within Outlook Create CRM Records From Outlook Open a fully functional version of CRM right within Outlook. With Soffront, you do not have to leave Create leads and opportunities out of emails within Outlook to work with CRM. Outlook. All necessary fields are pre-populated from the email. 2
- 3. Integrate with Other Office Products Part of a Comprehensive CRM Suite We also integrate seamlessly with Microsoft Excel, and Word. Soffront Outlook Integration is a part of Soffront’s comprehensive CRM Suite. Easily export CRM data into Excel for analysis in a familiar environment. You can slice and dice and filter the data in CRM before The Soffront CRM Suite is comprised of Marketing Automation, Sales the export. Automation, Customer Support, Employee Support, Defect Tracking, Knowledge Management, Order Processing, Asset Management, Access Microsoft Word from within Soffront to create personalized CRM Portal, Mobile CRM and more. documents using merge fields. The Soffront CRM Suite is completely web-based and can be deployed in days. Outlook Integration Features Two Way Synchronization Save Emails Synchronize Activities Synchronize Contacts Standard Features Calendar / Activities Management Email Integration Word and Excel Integration Google Maps Integration Soffront Software, Inc. Queries, Reports, and Analytics 45437 Warm Springs Blvd, Fremont, CA 94539 Form Designer Workflow / Process Management www.soffront.com sales@soffront.com (510) 413-9000 Import and Export Capabilities Automation Rules Escalations and Notifications Copyright 1992 – 2012 Soffront Software Inc., All rights reserved