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Accelerator Pro for Creatio

par CRM Together

Drive your Creatio from Microsoft Outlook

Creatio Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.

Are you tired of the cumbersome task of manually copying and pasting emails into your CRM system?

Does your sales team often neglect updating CRM with crucial contact details?

Are you struggling with low overall CRM user adoption?

Look no further, as we have the perfect solution for you.

*** Key Features ***

Select an Email and see your Creatio data surface right there in Outlook!

Manually Search and/or Create:

-Account

-Contact

-Leads

-Opportunity

-Cases

-Activities (Timeline Emails and Call notes)

Drill in to view:

-Opportunities

-Cases

-Contacts

-Activities

File Emails and Log Call notes

Open Full Creatio into the Entity you want from Outlook.

For more information see our help at: https://creatio.crmtogether.com/

** Requires that you have a Creatio Cloud Instance and an installed license (which requires an additional purchase from CRM Together) **

Fonctionnalités de l’application

Lorsque cette application est utilisée, elle
  • Peut envoyer des données via Internet
  • Cette application peut lire ou modifier le contenu de tous les éléments dans votre boîte aux lettres, ainsi que créer des éléments. Elle peut accéder aux informations personnelles (le corps, l’objet, l’expéditeur, les destinataires ou les pièces jointes) dans tous les messages et tous les éléments du calendrier. Passez en revue la politique de confidentialité du développeur pour plus de détails sur la gestion et le traitement des informations personnelles.

Vue d’ensemble

https://store-images.s-microsoft.com/image/apps.37466.42bb5141-727f-4637-b555-a1a2090a7a8b.08b6c2c1-b55c-4555-917f-d073a3be43ff.cacddd29-b86f-46f9-b5e3-a9f357c5b5af.png
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