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Sage CRM

Snapshot Survey: Outlook Integration

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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.
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  • Hello,

    We need a better Outlook Plugin, more stable.

    The actual plugin can crash or not working when new Outlook's patch is installing (like for Outlook 365 and all its upgrade/patch)

    We need a Plugin without Internet Explorer... its hard to explain to the IT guy that IE is mandatoy...

    We need an Outlook / CRM intégration in a modern technology that can works with Outlook / Outlook 365 and Outllook webmail

    And if its possible an GMail Intégration too !!!

    Best regards.

  • in reply to Wauquier Mathias

    I am not even sure if using a plugin is the best option. IMHO i think having Sage CRM connect in-product to individual users Exchange mailbox that has a a screen that allows filing of mail from within Sage CRM would be a much better option. That way you don't need to worry about plugin's and compatibility, just file emails within the CRM UI. This would also allow sent emails from CRM to show up in the users sent items folder in their Outlook profile as it would need user by user access to the Exchange server/M365.

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  • in reply to Wauquier Mathias

    I am not even sure if using a plugin is the best option. IMHO i think having Sage CRM connect in-product to individual users Exchange mailbox that has a a screen that allows filing of mail from within Sage CRM would be a much better option. That way you don't need to worry about plugin's and compatibility, just file emails within the CRM UI. This would also allow sent emails from CRM to show up in the users sent items folder in their Outlook profile as it would need user by user access to the Exchange server/M365.

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