CRM AND EMAIL INTEGRATION
You cannot afford to lock up your critical enterprise data in your CRM software solution. Hosted or online CRM information must be easily extended to the desktop and productivity applications that knowledge workers regularly use. Aplicor E-mail integration supports simple, quick and direct synchronization with Microsoft Outlook, Microsoft Exchange and Lotus Notes.
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| The Microsoft Outlook integration provides automated or one-click client-side synchronization between the CRM system & the most common user productivity application in existence. |
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| The Microsoft Exchange integration provides unattended and automated server-side synchronization and is often centrally managed by Systems Administrators. |
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| The Lotus Domino exchange synchronizes Notes information, including the calendar, email, contacts, notes and tasks with the centralized CRM application. |
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Sharing CRM activities and information with e-mail productivity systems facilitates users with the systems they know best and empowers staff to use the most current customer interactions to achieve more informed and more meaningful dialogues.
EMAIL INTEGRATION BENEFITS
- The synchronization of contacts, activities, tasks, appointments and email across systems creates a single customer view of all customer interactions
- Email synchronization increases data accessibility and places the most current customer interactions in the systems most used by staff
- CRM users can establish their own business rules and designate which contacts, appointments, tasks and e-mail should be synchronized with the CRM application
- Email integration synchronizes customer information and correspondence so that your CRM system is always a centralized and current system of record
- Email integration exists for Microsoft Outlook (client based), Microsoft Exchange (server based) and Lotus Notes
- User selection options permit designation of which e-mails/ contacts are synchronized with the CRM system
- Configuration options permit user-defined folder structures and storage management for records downloaded from the CRM system to your desktop system
- Capabilities like push synchronization, intelligent field mapping, custom filtering, and full conflict resolution ensure unparalleled accuracy, convenience, and reliability
- Using familiar email systems decreases leaning curves and aides user adoption
- Installation is wizard driven, completed in minutes & requires no additional hardware, software or IT support
Aplicor provides a comprehensive and flexible integration tool for e-mail synchronization. This enables you to exchange and synchronize e-mails, tasks and appointments on a user-defined basis and with one-click processing. Aplicor permits user-driven parameters for selective decision making and allows users to define exactly which accounts, contacts, calendar items or tasks should be integrated and synchronized with their CRM software. Knowledge workers can configure their synchronization solution to map their data between Aplicor and their desktop in exactly the manner they desire.
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