For many businesses, Microsoft Outlook is an indispensible tool for communication. In this article, we’ll show you how to combine the power of Sage CRM with Outlook so you can take control of all tasks, contacts, and appointments no matter which application you use most often.
Classic Outlook Integration is a plugin for Sage CRM that synchronizes contacts, appointments, and tasks between the two applications. It also allows you to file single or multiple email messages in Outlook to one or more Sage CRM records so you have full documentation of all email communication between you and your customers. You can even attach Sage CRM shared documents to Outlook email.
Before using the integration, you must first download and install the plugin for Sage CRM. For instructions and system requirements, watch this installation video.
Once the plugin is successfully installed, a CRM ribbon will display in Outlook which provides access to the integration features. The ribbon allows you to file emails, add Outlook contacts to Sage CRM, initiate synchronization, and manage synchronization settings.
Depending on how you configure the integration, you can synchronize data from Sage CRM to Outlook only, from Outlook to Sage CRM only, or both ways. Watch the video onconfiguring Classic Outlook integration for guidance.
The first thing you’ll do is to flag the Sage CRM contacts that you want to synchronize with Outlook. These contacts will then share data between the two applications and be included in all future synchronizations.
Now you’re ready to get started with the following activities that will synchronize for you:
Watch the Working with Classic Outlook Integration video to see it all in action. Two powerful applications working together to make you more efficient and effective!
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