iGlobe is committed to delivering cutting-edge applications for Microsoft 365. We prioritize providing practical solutions that offer immediate value to our customers. Our products are designed to be user-friendly, easy to implement, and cost-effective. iGlobe CRM, integrated with Microsoft Teams, ensures comprehensive customer insights by offering a 360-degree view of activities and customer relationships.

Our motto is - “One click will do the trick“.

iGlobe CRM integrates with Microsoft Teams, offering an easy-to-use, tailored solution for managing customers across your devices. Accessible anytime and anywhere via Teams, Outlook, and Microsoft 365, it ensures you have the necessary information at your fingertips. Microsoft Teams lets you chat, call, meet, manage tasks, and collaborate on documents. With iGlobe CRM, you also have access to your customer and sales information.

iGlobe CRM can be used.

As a personal App in Microsoft Teams

iGlobe CRM is extended to Outlook and is just one click away in Outlook

iGlobe CRM is extended to Microsoft 365 and is available directly from your Microsoft 365 portal

From an Outlook Add-in, when selecting an e-mail, allowing you to save an e-mail or create and update data in iGlobe CRM.

A usable CRM App on a known platform is one of the key factors to increasing sales effectiveness, accelerating deals, and improving customer satisfaction. Eliminate inefficient customer interactions and get new sales personnel up and running quickly

We are providing you with personal sales assistance through MIPA, My Intelligent Personal Assistance. MIPA functions as a personal assistant, designed to help manage your daily and weekly tasks. For example, it can assist in preparing for meetings, following up on Planner Tasks, timely follow-ups on sales opportunities, and easily finding customer information. MIPA aims to streamline your day and enable you to maintain focus on your business, assisting you in making important offers.

MIPA brings users closer to a centralized task and work management experience, reducing the need to switch contexts frequently. It visualizes all necessary tasks in one place, covering what's on your agenda for today, this week, and next week.

You can interact with MIPA through a bot or the MIPA Tab, which consolidates all your tasks in one location so you don't have to leave your workspace. By using the bot, you can search for a company and receive a list of meeting reports and opportunities registered with that customer. MIPA integrates reminders, preparation tools, and information retrieval directly into your preferred daily tool, iGlobe CRM.

In addition to your assistant MIPA, Microsoft 365 Copilot will help you easely find information using promps in Copilot. For example you will be able to find a specific company information, meeting reports you must follow up on or your sales oppertunities.

Reporting is all about getting a simple, better, and accurate overview of your CRM data. Better sales forecast, hit that record sales target, and increase profitability per sale? We offer 12 interactive Power BI dashboards as a part of iGlobe CRM. All you need is a Power BI Pro license and just a bit of Power BI knowledge.

Please notice iGlobe CRM App only offer limited mobile support. Instead we are offering a PowerApp for mobile use. Contact iGlobe for more information.

With iGlobe CRM we offer you several Apps as Add-ons that will increase the value and usability of the CRM. These Apps can be found in Microsoft AppSource. Please feel free to contact us for more information.

Let us help you get started with iGlobe CRM

iGlobe CRM Office 365 - 1 day implementation – Microsoft AppSource

Making sure you get a correct implementation and the full potential of iGlobe CRM. Thank you for downloading iGlobe CRM. We want to make sure you get a good start with iGlobe CRM. With this service, we offer to assist you with the implementation of iGlobe CRM on your Microsoft Teams and 365 tenant.

This app is available in the following languages

English

Danish

German

Dutch

Spanish

Should you have any questions please feel free to contact us. We can also offer you a demo or assist you in the implementation.

IMPORTANT! Before starting iGlobe CRM after you deployed the App you will need to create a SharePoint Site that will be used to store your CRM data and configuration list that are used in iGlobe CRM. Please contact us our support team for more details.

iGlobe CRM

بواسطة iGlobe