CRM and Outlook Integration
Seamless Email and Voice Integration for Salesforce.com, Microsoft CRM, and SalesLogix
If you are an executive who’s invested in a CRM solution, chances are you’ve done so because the idea of having all of the information about a customer or prospect easily accessible in one place is absolutely compelling. The value proposition is a no-brainer. But here’s the catch. The two most common ways your sales people and customer service agents interact with prospects and customers are likely the telephone and email. How natural or compulsory is it to get those interactions documented into the CRM? In most cases, not at all. These conversations happen very often without any record. It’s not because your representatives are lazy or don’t care, it is because transferring emails out of Outlook into CRM or manually creating an activity every time the phone is dialed, is time consuming, easily forgotten and error prone. We have teamed up with Linkpoint360 to solve this problem.
LinkPoint360 bridges the formidable gap between Microsoft Outlook, the world’s most popular email management interface, and Salesforce.com, Microsoft CRM or SalesLogix, the system of record for many enterprises. ShoreTel Connect CLOUD for LinkPoint360 adds the ability to control your ShoreTel Connect CLOUD phone. Users can:
- Instantly view contact information from the CRM within Outlook for each recipient of an email
- Click-to-record the email right into a contact, lead, opportunity or case
- Create a new support directly from the email
- Click-to-dial your ShoreTel Connect CLOUD business phone without ever leaving Outlook
- Post completed call activity directly into the CRM
If you are not yet a ShoreTel Connect CLOUD phone system customer, contact us to learn more about how this and other ShoreTel Connect CLOUD CRM integrations can eliminate the friction between productivity and good analytics. If you are already a ShoreTel Connect CLOUD phone system user, visit LinkPoint360 to learn more.