SugarCRM offers a number of ways to share data in Microsoft Outlook throughout your organization. Emails to and from customers can easily become part of a customers history and available by others. The Standard with SugarCRM Outlook integration is an easy to install Outlook Add-in that allows you to take email, calendar events and tasks directly from Outlook and copy it into SugarCRM.

Email messages can also be used to create either a new sales opportunity or a customer service job. It’s also possible to bulk import a range of email from MS Outlook, as well as items from the Sent or any other folder. The SugarCRM Outlook Add-In requires MS Outlook 2003 or 2007 and works with both standalone Outlook systems or in MS Exchange based environments.

Once imported, the email along with any attachments is available for other SugarCRM users. It simply becomes part of the contact’s history in the same way as phone calls, meetings or other activities. All this contributes to your dealings with customers. SugarCRM allows quick synchronization of MS Outlook Contacts, Events and Tasks.

Sugar Plug-Ins for Microsoft Office integrates your CRM data with the Microsoft’s leading productivity tools. With a few simple clicks, Sugar users can sync email, contacts and calendar information into Sugar modules, export data into Microsoft Excel and present CRM data in Microsoft Word.

Impact

• Capture important customers communications within Sugar
• Export CRM data into Microsoft Word
• Integrate data between Sugar and Microsoft Excel

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