Integration of inbound and outbound email – When sending an email to one or more people, a user can automatically attach that email to the recipients’ records in CRM along with any attachments. What does a CRM Outlook plugin do? Here are a few of a CRM Outlook integration plugin’s functions: At many companies where Outlook is the standard email client, a CRM Outlook integration plugin is installed on every user’s computer as part of the CRM rollout.
If your company is planning to move from a legacy CRM system or contact manager to a browser-based CRM solution, you will be forever rid of having to install and maintain CRM-related software on users’ desktops and laptops, right?