Salesware

Salesware Add-in for Outlook

The add-in for Outlook extends Microsoft Outlook with contextual live information from Salesware. While reading and composing emails, users get direct access to relevant customer, contact, and case information from their ERP and CRM environment, without having to leave Outlook or manually switch between different applications.

Salesware helps companies digitally map sales and customer processes based on up-to-date ERP data. The add-in brings this information directly into the Outlook inbox and makes it available where much of customer communication begins.

Benefits for users

After opening the add-in and logging in to Salesware, the add-in recognizes the email address of the sender or recipient of the currently open email. Based on this, it searches for matching records in Salesware and displays relevant information directly in Outlook.

This allows users to more quickly assess the customer or case context an email belongs to. Sales, inside sales, customer service, and other teams see important information at a glance and can respond more confidently, without first having to search for the matching record in Salesware or the ERP system.

Information displayed from Salesware

The add-in can display contact-related information from Salesware, for example on addresses, prospects, suppliers, customers, or contact persons. Depending on permissions and available data, this includes contact and address data, notes, memos, and other relevant information.

In addition, case-related information can be displayed. This includes open orders with live status, recent orders, open quotes, recent activities and cases, items not yet paid, items not yet delivered, as well as other information available in Salesware.

Individual ERP or CRM entries can be selected directly in the add-in. A quick view then shows the most important details, for example for a quote, an order, a customer, or a contact person.

Manual search and assignment

If no matching record is found based on the email address, or if several possible records are found, the user can search manually in Salesware. The email can then be assigned to the matching record. This keeps communication cleanly documented and traceable in the right context later on for authorized users.

Synchronizing emails to Salesware

With a single click, an email from Outlook can be synchronized to Salesware. The email is linked to the selected Salesware record, for example a customer, contact person, quote, order, or activity. The email is then available in Salesware on the respective record.

This supports central and transparent documentation of customer communication. Important information no longer stays hidden in individual employees' personal mailboxes, but is available where it is needed for further processing.

Requirements

A valid Salesware account is required to use the Salesware add-in for Outlook. The information displayed depends on the data available in Salesware as well as on the permissions of the logged-in user. The add-in only displays information that the user also has access to in Salesware.

The add-in is intended for use with Microsoft Outlook. An internet connection is required for login and for displaying Salesware data.

Data access, privacy, and security

The Salesware add-in for Outlook uses information from the currently open email, in particular email addresses and message data required for synchronization. This information is used to find matching records in Salesware, to display live information from Salesware, and to synchronize an email with a selected Salesware record when needed.

The add-in transfers data between Microsoft Outlook and Salesware over a secure connection. Processing takes place as part of Salesware usage and in accordance with Salesware's applicable data protection and security policies. No emails are synchronized to Salesware without user action.

Limitations

The quality of automatic recognition depends on whether the email address used can be matched to a record in Salesware. If no unambiguous match is possible, the user can search manually for the correct record and create the link themselves.

Future enhancements, such as creating activities directly from the add-in, are not part of the functional scope described for this version.