Snapshot Survey: Outlook Integration

This is the first of a series of snapshot surveys about features within Sage CRM.  Sage wants to better understand how customers use each feature and how we can update the product to provide more benefits to our customers' businesses.
Please answer the questions below and use the response area to provide additional commentary.
Outlook Integration
This survey is about how customers use the Outlook Plugins provided by Sage CRM.
Please comment below about the feature(s) of the Outlook Plugin you find most useful.
Parents
  • To be fair, our CRM install internally is 7.3 (don't ask) so it doesn't integrate with anything. I have a number of customers using Exchange integration and a smaller subset of them use the Outlook plugin.

    I cry when a customer wants Outlook integration because it is so painful these days. It shouldn't be but it is. A clear understanding of what permissions are required to install it would be useful. So often these days I deal with external IT companies for customers and they don't want anything installed unless they can understand what is required and I can't tell them

Reply
  • To be fair, our CRM install internally is 7.3 (don't ask) so it doesn't integrate with anything. I have a number of customers using Exchange integration and a smaller subset of them use the Outlook plugin.

    I cry when a customer wants Outlook integration because it is so painful these days. It shouldn't be but it is. A clear understanding of what permissions are required to install it would be useful. So often these days I deal with external IT companies for customers and they don't want anything installed unless they can understand what is required and I can't tell them

Children
  • in reply to Vega

    We completely abandoned the Sage plugin 4 years ago and switched to Accelerator, the advanced Outlook integration from CRM Together. 

    Sage CRM default Outlook plugin would be fine for many 'if' it were consistent. But we all know that it can be a support nightmare. Not just for partners but for the support teams too. Sage Support invests an unreasonable amount of time and energy supporting the default plugin.  We tell clients we will not support Sage's plugin. Period.

    In NA, pretty much the entire market uses Outlook (not Gmail or others) so Accelerator appears on every quote.