E-mail takes a lot of time: your mailbox keeps filling up. Many companies also spend a lot of time copying data from their e-mail to their ERP system and back. Wouldn't it be convenient if you could enter jobs directly into SAP Business One from your Outlook and capture your email conversations by contact?
Whether you want to see a customer's most recent sales or update business leads, CRM for Outlook from Boyum IT lets you do it in Outlook while recording your actions in SAP Business One.
No longer do you have to click away your Outlook and open SAP Business One: you can access and modify all information from your ERP system simply from your mailbox. No longer are documents from SAP Business One overridden by new information in your mailbox: you synchronize all relevant information directly.
No longer do you have to click away your Outlook and open SAP Business One: you can access and modify all the information from your ERP system simply from your mailbox.
Implementing SAP Business One for your employees in their daily activities becomes much easier when they can continue to use Outlook as they already did, while benefiting from the real-time data from SAP Business One.
What can you do with CRM for Outlook?
CRM for Outlook combines the best of three worlds: the power of SAP Business One, the insight of CRM system and the functionalities of Microsoft Outlook. What can you do with CRM for Outlook?
- Create business contacts in Outlook and synchronize them to SAP Business One. Your can make the email history with this contact accessible to colleagues with whom you share a contact.Conversely, you can easily see what your colleagues have discussed with this contact. So if you use CRM for Outlook, you no longer have any work to do copying notes from the Outlook to SAP and vice versa.
- Write and send emails in Outlook as you always do and link to SAP Business One data (sales orders, contracts, activities, etc.) directly in Outlook.
- Go directly to the information in SAP Business One at the touch of a button. This saves you a lot of time looking up data. For example, you can see your customer's recent orders and check their status in Outlook before sending your customer an email.
- Create activities and service visits directly from Outlook in SAP Business One. Your activities appear directly in your Outlook calendar.
- Take advantage of convenient links to Skype, Google Maps, MailChimp and LinkedIn.
What does CRM for Outlook look like?
CRM for Outlook adds a new tab to Microsoft Outlook. After clicking on this tab, you will see a separate ribbon with buttons relevant to it. These buttons allow you to:
- review all outstanding documents seven days in advance and if past due up to three days after the due date;
- view all planned activities from SAP Business One;
- view the presence and absence of employees in your organization;
- Create new sales opportunities, add details and link stages of the sales process to them.
You can also customize CRM for Outlook to your own needs. Choose relevant information from SAP Business One to display on your Outlook ribbon when you receive an email.
Knowledge base
