Efficient Business Management with Outlook365 and Cloud CRM Integration

Integrating your Outlook365 with a Cloud CRM can supercharge your business operations. An integration of these two powerful tools brings about a seamless work environment where communication and data management become easier and more efficient.

Real-time Data Synchronization with Outlook365 and Cloud CRM

With an Outlook365 integration, your Cloud CRM will have real-time synchronization of emails, calendar events, and contacts. This will not only help in tracking customer interactions but also ensure everyone in your team is up to speed with customer communication.

Enhanced Collaboration Using Outlook365 in Cloud CRM

Outlook365 integration with a Cloud CRM can improve team collaboration. You can schedule and invite your team members to meetings through the CRM, as it will be synced with your Outlook365 calendar. This helps in efficient scheduling and avoids overlapping appointments.

Automated Workflows with Outlook365 and Cloud CRM

Automating your business processes becomes simpler with the integration of Outlook365 and Cloud CRM. From triggering automated emails to setting up follow-up tasks based on email content, you can create a myriad of automated workflows to help your team work more efficiently and effectively.

Experience a Seamless Work Environment with Outlook365 and Cloud CRM Integration

To sum up, integrating Outlook365 with your Cloud CRM gives your business a competitive edge. It allows for seamless communication, efficient data management, improved team collaboration, and effective automated workflows. Therefore, an integrated system not only increases productivity but also contributes to better customer relationship management.

Salesboom Outlook365 plugin installation:

Obtain the Outlook plugin file for installation, and download it.
Upload the plugin file to your Outlook account and save it as an add-in. Microsoft has different instructions on how to do this, depending on the Outlook365 version you are running. Please click on this link: Microsoft Outlook 365 Installation Instructions to learn how to install an Addin to Microsoft 365 Email Clients.
After you have uploaded the Outlook plugin file to Outlook, you will see Salesboom listed in your Add-ins, along with other apps you have added to Outlook.
To activate the Outlook plugin while using Outlook, first view any email, then open up the Salesboom Addin by clicking the 3 dots icon and opening up the Salesboom Addin. This should open up a window next to the email you are viewing in Outlook, with a user interface to bring more information about the contact who sent the email, the ability to add contacts to the CRM, save the email, etc.

Benefits of Salesboom Outlook Plugin for CRM and Back-office Solutions

The Salesboom Outlook plugin connects your Outlook Email with Salesboom CRM and all your favorite integrated apps. Here are a list of some of the benefits and features of our Outlook plugin for CRM and back-office solutions:

Synch Contacts and Emails with the CRM database.
If Contact already exists in the database, based on the email address, then it will show up as a green checkmark, and bring back the notes, tasks, opportunities, etc related to the Contact, as saved in the CRM.
If the Contact does not exist in the Contacts database already, click the Add Contact button to add the contact.

Leverage the Power of Outlook365 and Cloud CRM with Salesboom

Please note, there may be a quote required for building in custom features and integrations, but it will be affordable and quick. Our clients usually find us much more affordable than any other Cloud CRM vendor, considering our world-class solutions, hands-on experience in implementing and training our customers through the Fast Track program, and track record of success as the 2nd oldest Cloud CRM vendor, founded in 2003.

Salesboom Outlook Plugin Installation Instructions:

Obtain the Outlook plugin file for installation, and download it.
Upload the plugin file to your Outlook account and save it as an add-in. Microsoft has different instructions on how to do this, depending on the Outlook365 version you are running. Please click on this link: https://learn.microsoft.com/en-us/office/dev/add-ins/outlook/sideload-outlook-add-ins-for-testing?tabs=web to read the official Microsoft Outlook 365 Installation Instructions on how to install an Addin to Microsoft 365 Email Clients.
After you have uploaded the Outlook plugin file to Outlook, you will see Salesboom listed in your Add-ins, along with other apps you have added to Outlook.
To activate the Outlook plugin while using Outlook, first view any email, then open up the Salesboom Addin by clicking the 3 dots icon and opening up the Salesboom Addin. This should open up a window next to the email you are viewing in Outlook, with a user interface to bring more information about the contact who sent the email, the ability to add contacts to the CRM, save the email, etc.

What is the Salesboom Outlook Plugin and what can it do for your business?

The Salesboom Outlook plugin connects your Outlook Email with Salesboom CRM and all your favorite integrated apps.

Here are a list of some of the benefits and features of our Outlook plugin for CRM and back-office solutions:

Synch Contacts and Emails with the CRM database.
If Contact already exists in the database, based on the email address, then it will show up as a green checkmark, and bring back the notes, tasks, opportunities, etc related to the Contact, as saved in the CRM.
If the Contact does not exist in the Contacts database already, click the Add Contact button to add the contact.
Save Emails against Contact in the CRM. When you find the right emails that you want to keep track of, save them right away, within Outlook, and the email will be saved against the Contact in the CRM.
Add Notes within Outlook, saved against Contact in the CRM.
Add Tasks within Outlook, and have them saved against Contact in the CRM.
Manage your Calender from multiple calendars, CRM calendar, Outlook Calendar, Google Calendars, etc.
Track projects, and tasks within Outlook
Track Lead to Closed Sales processes within Outlook
Track Opportunities and Sales pipelines within Outlook

All Contacts, notes, tasks, records, etc are saved in the database and can be shared with other applications, enact workflow rules, real-time alerts, fill reports, dashboards, and KPIs, be fed into AI tools, and more. Integrate third-party apps into Outlook. It is not just the CRM that can be accessed from within Outlook, but all the apps in your stack can also be integrated in new ways. Since 2003 we have been building custom features and integrations as part of our 'Built-to-Suit' method of software delivery. Build custom features into Outlook

Please note, there may be a quote required, but it will be affordable, and quick, to build in custom features and integrations. Please contact us to discuss your unique situation, and we can turn around a quick quote to give you a ballpark figure of how much and how long.

The reaction from our clients is usually that we are much more affordable than any other Cloud CRM vendor on the market today, considering the world-class solutions, hands-on experience in implementing and training our own customers through the Fast Track program, and track record of success as the 2nd oldest Cloud CRM vendor, founded in 2003.