CRM to Outlook integration based on InvisibleBridge .

CRM to Outlook integration based on

InvisibleBridge

www.invisiblecrm.com

http://www.invisiblecrm.com/

www.inivisiblecrm.com

Power of Enterprise Automation within Microsoft Office

Bridging LOB applications and Microsoft Office

User Adoption and Outlook• Idea:

– Microsoft Outlook is widely adopted in the world by more than 200M users– Sales reps are among them and spend >50% of their time in Outlook– If CRM system is tightly integrated to Outlook, the adoption by sales reps will be

definitely increased

• Analysis:– Outlook is a PERSONAL information manager focusing on personal values and

here user adoption is driven by productivity– There are three different approaches to incorporate CRM into Outlook

– Integration: user may move data between Outlook and CRM but has to work with 2 applications

– Embedding: user may access all or certain features inside of Outlook without switching between applications. The native interface of CRM system is exposed in Outlook

– Melding: CRM user interface and functions are morphed to Outlook GUI to preserve the Outlook native users experience

– Best user adoption rate to CRM system can be reached if - Outlook user experience is preserved - Sales rep will get numerous personal productivity features around CRM




Namespaces

• Native Outlook UI• No side bars

• CRM objects in native Outlook Folders

• All duplicated entities like Contacts, Calendar, Tasks are melded.

• Favorite Outlook views




CRM data forms

• Native Outlook forms to manage CRM data

• Create, view, edit, and delete any CRM object in Outlook

• Bi-directional sync between Outlook and CRM (offline data availability)

• All object-related information in native outlook UI




Outlook email form

• One click share-with-CRM button

• Easy one-step e-mail reference to an Opportunity, Company, Project, etc.

• Automated attaching to CRM objects based on the e-mail content (CRM objects)

• Extended UI experience for CRM-related messages while keeping native UI for native messages




Sharing records with CRM• All the native CRM objects are shared automatically

• Automatically share all the contacts, Tasks and Calendar Items

• Or on a case by case basis by clicking the Share bar

• All the CRM data user needs is always in Outlook and available offline

• Work offline and sync all the changes when back online




Views Customization• Outlook treats melded CRM data as its native and lets apply to this data all standard methods –

Custom Views are easy!




Personal Productivity Features: New Lead from E-mail Creation

• Select a message with new inquiry

• Drag and drop it to Leads folder in the Outlook tree

• A new Lead is automatically created based on the message information




Personal Productivity Features: Autocomplete

• Autocomplete speeds up and simplifies creation of new objects




Personal Productivity Features: Online LookUp

• One-click access to the item in the CRM application

• No login is required




Integrated Search• CRM Items found by the

Windows Desktop Search




AND MUCH MORE!..

Olga Petrik, Sales & Marketing [email protected]; 1(415) 839-9703; skype: olga.petrus

You want to find out how we make such integration possible?

Or perhaps you’re interested to see your CRM/ERP product integrated in the same way?

We’re ready to share our expertise and help you earn more loyal customers via better product usability!

mailto:[email protected]

CRM to Outlook integration based on InvisibleBridge .

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