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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.
Parents

  • I don't breach the subject of Sage CRM's Outlook plug-in unless the customer objects to using a third-party. We lead with CRM Accelerator first because that's the experience our customers need - intuitive, feature-rich, and provides better awareness about a record without having to log into Sage CRM.

    We do still use the Exchange Integration (all of our customers are on Exchange365 at this point), but we only synchronize appointments or tasks. Some bi-directionally, others only from Sage CRM to Exchange.

    - your in-system email integration and your MS Teams integrations would enhance the value of the Sage CRM system tremendously. 

    To 's point - the functionality he described is something that's very desirable for customers and happens to be a standard offering from other CRM products. The setup of that style of email integration is also incredibly simple.

Reply

  • I don't breach the subject of Sage CRM's Outlook plug-in unless the customer objects to using a third-party. We lead with CRM Accelerator first because that's the experience our customers need - intuitive, feature-rich, and provides better awareness about a record without having to log into Sage CRM.

    We do still use the Exchange Integration (all of our customers are on Exchange365 at this point), but we only synchronize appointments or tasks. Some bi-directionally, others only from Sage CRM to Exchange.

    - your in-system email integration and your MS Teams integrations would enhance the value of the Sage CRM system tremendously. 

    To 's point - the functionality he described is something that's very desirable for customers and happens to be a standard offering from other CRM products. The setup of that style of email integration is also incredibly simple.

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