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Microsoft Outlook 365 CRM Integration:


on demand hosted CRM software / web-based SFA instant messenging service software

  • Continue using Microsoft Outlook 365 to manage your emails and contacts while integrating with Salesboom.
  • Log incoming/outgoing Outlook messages in accounts, contacts, leads, cases or opportunities in Salesboom.
  • Increase productivity.

Outlook 365 Integration Installation Instructions


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Microsoft Outlook 365 CRM

You can use the Salesboom Outlook 365 CRM integration tool anywhere you have Microsoft Outlook 365 installed - on your laptop, home PC, or computer in the office. Best of all, it's more functional than any other CRM provider- Integrating not only email management with Web based Contact and Lead Management features, but also fully integrating the CRM Outlook 365 software into Salesboom's Case & Solution Knowledge Management Database software. Allowing further in-depth penetration of the comprehensive Salesboom hosted CRM solution. Salesboom Outlook 365 CRM software will give users the flexibility to continue to use existing email management software like Microsoft Outlook 365, as an alternative to using the fully functional Salesboom webmail system.

Watch CRM Plugin for Outlook 365 Demo Video

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Microsoft Outlook 365 and Web Access to CRM Software

Salesboom makes it easy for your business to simultaneously use Microsoft Outlook 365 and Web Access all emails, Contacts, Accounts, Opportunities, Cases and solutions managed within the Salesboom system. Salesboom's Microsoft Outlook CRM integration software provides a more robust CRM.

  • Full Integration with the Salesboom hosted Contact Management system. Allows users full visibility into the history of all sent and received emails, and automatically links the full email history to each Contact or Lead in Salesboom. This saves your sales, service and support teams time and money by allowing a full 360 degree view into your past customer transactions, and empowers all your employees that interact with all customers or prospects a knowledgeable and customer-service orientated rapport instantly.
  • Full Integration with Salesboom Case & Solution Knowledge Management Database system. Empower Customer Service & Support Representatives to easily create and log cases into Salesboom from the Microsoft Outlook 365 CRM interface. Assigning all values directly from Outlook 365, you can automatically create cases from received emails, assign them to the correct support representatives and much more, all with simple point and click operations.
  • Fully supported with Microsoft Outlook 365, Microsoft Outlook 2002 and Microsoft Outlook 2003, as well as Microsoft Windows 2000, Windows XP.
  • Use Salesboom to customize outlook 365 Web access email folders.

Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.

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Releated Documents:
  Salesboom v.s. Salesforce - Outlook 365 Integration
  Salesboom Announces Outlook 365 CRM Edition
  Smart Upgrade Makes for Smart CRM
  Other CRM Features:
Complete Customization
Workflow Automation
Web Site Integration
Document Management
Profile Based Security
MS Outlook Integration
Microsoft Mail Merge
  Online ERP Solutions:
Billing & Invoicing
Inventory Management
Project Management
Employee Management
HR Policy Tracking
Expense Tracking
Vacation Requests

 

 
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