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CRM to Outlook integration based on InvisibleBridge

CRM to Outlook integration based on InvisibleBridge. www.invisiblecrm.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

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CRM to Outlook integration based on InvisibleBridge

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  1. CRM to Outlook integration based on InvisibleBridge www.invisiblecrm.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 hereuser adoptionis 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

  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

  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

  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

  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

  7. Views Customization • Outlook treats melded CRM data as its native and lets apply to this data all standard methods – • Custom Views are easy!

  8. Personal Productivity Features: New Lead from E-mail Creation • Select a message with new inquiry • Drag and drop it to Leads folder in the Outlook tree • A new Lead is automatically created based on the message information

  9. Personal Productivity Features: Autocomplete • Autocomplete speeds up and simplifies creation of new objects

  10. Personal Productivity Features: Online LookUp • One-click access to the item in the CRM application • No login is required

  11. Integrated Search • CRM Items found by the Windows Desktop Search

  12. AND MUCH MORE!..

  13. 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! Olga Petrik, Sales & Marketing Executive olga.petrik@invisiblecrm.com; 1(415) 839-9703; skype: olga.petrus

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