| Many companies using enterprise CRM systems such | | | | - The productivity and CRM adoption integration is |
| as and Microsoft Dynamics CRM encounter low user | | | | not offered by these CRM vendors as of yet. This |
| productivity and adoption rates. The primary reasons | | | | type of integration is currently provided by third |
| are that users do not want to have to manage or | | | | party ISV's. |
| maintain data in multiple applications or have to | | | | How can integration between Microsoft Outlook and |
| navigate through these CRM applications to find the | | | | a CRM increase productivity? |
| data they need or looking for. Here are some | | | | - Users can immediately see contact and Lead |
| frequently asked questions regarding integration | | | | information about the recipients of an email that is |
| among Microsoft Outlook and Enterprise CRM's: | | | | being previewed in Outlook. |
| What type of integrations are there between | | | | - Users can view Opportunities, Cases, Notes, Tasks |
| Microsoft Outlook and CRM's? There are usually two | | | | and other information for each Contact and Lead |
| categories of integration: | | | | from their CRM application inside Outlook without |
| - First, is the integration of Email, Calendars, Contacts, | | | | having to open another application. |
| and Tasks. This type of integration is used very | | | | - Users can View, Edit, or Create Contacts, Leads, |
| often by the users. | | | | Opportunities, or Cases in their CRM, directly from |
| - Second type of integration, is the ability to access | | | | Outlook with the click of the mouse button. No more |
| CRM data quickly which pertinent to the email or | | | | navigating to find the necessary data. |
| calendar item you are currently viewing. | | | | How does this type of integration increase |
| Which CRM's have theses types of integration? | | | | Productivity and Adoption? |
| - Many of the enterprise CRM's such as | | | | - When a user reads an email in Outlook, they are |
| Salesforce.com, Microsoft CRM, SalesLogix, SageCRM | | | | also viewing data directly from their CRM next to the |
| and ACT! have integrations that support the Email, | | | | email. |
| Calendar, Contact and Task integrations. Some of | | | | - User can quickly track emails to Contacts, Leads, |
| these vendors use third party ISV's to provide this | | | | Opportunities or Cases inside their CRM increasing the |
| integration since they have the expertise in the | | | | use of their application. |
| technology. | | | | |