CRM Integration with Outlook

outlook logo

Neatly file Outlook emails, attachments and activities in Results

BE MORE PRODUCTIVE

EASILY TRACK BUSINESS RELATIONSHIPS, EMAILS AND ACTIVITIES

Use the Results QuickAdd button within the Microsoft Outlook to add contacts, activities and email conversations into Results.

BI-DIRECTIONAL INTEGRATION

It does not matter if contact or calendar information is updated in Results CRM or in Outlook – the information stays in sync, making sure everyone has the right information to work with at all times.

VISIBILITY TO IMPORTANT EMAILS AND ATTACHMENTS

All important emails, including their attachments, can be neatly filed under each contact’s email history so that the everyone can see (and remember) the conversation history.

STANDARDIZE OFFICE COMMUNICATION

The Outlook CRM integration will even help you standardize office communication when you create, customize and send form letters and correspondence from Results.
DO MORE WITH CRM AND OUTLOOK

BENEFITS

  • Access information on the go Update records whenever the need arises and in either system.
  • Keep company calendars up to date. With a single-click, employees will be able to quickly update their company calendar.
  • No more switching back and forth between applications! Centralize contact information, employee calendars and important emails in one database.
  • Eliminate double data entry.Update contact information or calendar entries in either system and never do it again.
    Automatically update customers, vendors and prospects.
  • Automatically update customers, vendors and prospects information. Always have the most up-to-date changes of your contact’s information in Outlook & Results..

TRY IT NOWReady to learn more about Results CRM?