Making sage work for business

CRM
ACCELERATOR

Outlook & CRM Integration

File emails, calls and documents into CRM

Create CRM email templates for sending

Update CRM data from your Outlook window

Works brilliantly with Ant Text Templates

Convert emails to Companies, Contacts, Sales and Cases, and file incoming and outgoing emails, with attachments, in Sage CRM quickly and easily without leaving Outlook (where most of us spend most of our day!).

You can also log call information directly from within Outlook to the Sage CRM Opportunity or Case, saving time locating it in CRM. With Accelerator you get the best Outlook to Sage CRM integration for any CRM system. Right from the start you see value being added to your business.

Use Email and shared documents to allow your staff to provide a consistent customer experience.

Looking for more information?

Update CRM in Outlook

Convert emails to Companies, Contacts, Sales and Cases. File emails, attachments and log call information.  Get the best Outlook to Sage CRM integration for any CRM system.

The best Sage CRM and Outlook integrated solution on the market!

Store emails against companies, contacts, sales opportunities and cases, including attachments, and log call details quickly and easily, all from within your Outlook window. This Sage CRM and Outlook integrated solution can save hours of manually inputting sent data into your Sage CRM system.

CRM’s shared documents allow you to have a central repository of documents that can be attached right from within Outlook. Using CRM’s email templates from Outlook allows you to define a consistent company voice and standardise responses to customer queries and issues.

Mail merge any entity to Word, PDF and Email. Accelerator’s Word Mail merge tool brings the power to create templates and create a standard process.

Features & Benefits of CRM Accelerator

CRM Email Templates

Use CRM email Templates to standardise the voice of your business and provide a consistent experience for your customers. Processes can be more easily followed & implemented.

i

File Emails & Docs

File full emails with attachments so everyone can see the full context (including images). The system is also smart enough to know to exclude small images like social media icons.

}

View Customer History

View the customer data automatically. Including sales and issues. From Outlook you can click on a person and see all their data in Sage CRM and start working through workflow.

Log formatted/branded emails into Sage CRM

Looking for more information?

Brochure

Download the CRM Accelerator brochure where you will find more information on this solution.

Demonstration

Request a complimentary product demonstration of Courier Integration for you and your team.

Ask a Question

Speak to a member of the Wharncliffe team who will be able to assist with any questions you may have.

Getting in touch…

Getting the answers you need is simple! You can call a member of our experienced team or a speak to our dedicated and knowledgeable sales team who can simply speak to you over the phone, arrange a meeting with you, or arrange a demonstration tailored to your business requirements.

01226 361 100

General Enquiries