Accelerator Pro for Creatio
oleh 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) **
Kemampuan aplikasi
- Dapat mengirim data melalui Internet
- Aplikasi ini dapat membaca atau mengubah konten item apa saja di kotak surat Anda, dan membuat item baru. Aplikasi dapat mengakses informasi pribadi--seperti isi pesan, subjek, pengirim, penerima, atau lampiran--di item pesan mana pun atau item kalender. Aplikasi ini juga dapat mengirimkan data ini ke layanan pihak ketiga.
Sekilas
Aplikasi lainnya dari CRM Together
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