How CRM for Outlook can help SAP Business One customers work remotely
Working from home brings challenges: many companies and organizations are discovering that in recent weeks. Especially where old-fashioned teamwork is important, you now find that collaborating and staying up-to-date can be tricky. CRM for Outlook is an add-on from Boyum IT that can help with just that.
Sure: in theory, working from home is quite possible. But you're dealing, for example, with customers who switch with multiple people in your organization: try staying up to date when it comes to the latest progress, appointments and sales information... CRM for Outlook ensures that you don't have to miss anything relevant to your next email.
What is CRM for Outlook?
CRM for Outlook is the bridge between your daily mail traffic and SAP Business One. You can put that link to good use because you don't feel like constantly copying information from your inbox to SAP Business One and vice versa. With CRM for Outlook, all the information you need from SAP Business One is available in Outlook.
After each customer contact, you can easily update SAP Business One with new information and, vice versa, you will have all the information and latest updates about your customers available when you create an e-mail - including information from previous contacts of your colleagues with this customer.
How does CRM for Outlook work?
The basis of CRM for Outlook is your daily email traffic. If you open an e-mail, all relevant information from SAP about its sender appears in a tab above that e-mail.
The most important information such as Company, Phone number, Location (Google Maps) and Last contact is immediately visible. Other important information such as Sales Opportunities, Sales quotations, Sales Orders, Invoices and Service Calls are 1 click away.
This information is also very useful when you create a meeting or video call where several people need to be present. All their information and previous history is immediately available.
Your own dates in a row
Another functionality from CRM for Outlook that is immensely useful in these days of working from home is the "SAP my Data" tab. This tab is not about the contact, but about yourself. All your documents are directly available here. Your customer contacts are here, your sales, your tasks and your own dasbhoards. This functionality keeps you informed of what is coming up and helps you take timely action when action is required.
Indispensable
Once you use CRM for Outlook, you will find that it becomes an indispensable tool in your daily work and greatly increases your personal effectiveness.
For example, you no longer lose time working in your Outlook and in SAP in different screens. And the chance that due to your own carelessness you do not update the customer information in SAP properly becomes nil because it is no longer an additional task.
That way, you and your colleagues benefit from the most up-to-date information shared, which benefits your own mood as well as that of your clients and colleagues!
