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Accelerator Plus for Sage CRM

di CRM Together

Provide Access to Non-Sage CRM licensed users to your data without leaving Microsoft Outlook.

Sage CRM Customers can now provide access to users without a Sage CRM License (Requirements below) and surface their Customer data (and more) without leaving Microsoft Outlook

If you have users who don't need full Sage CRM access you can still allow them use Accelerator Plus for Sage CRM.

*** Key Features ***

Search and/or Create and Edit:

-Company

-Person

-Opportunity

-Cases

-Leads

-Custom Primary Entities

Drill in to view:

-Opportunities

-Cases

-Notes

-Contacts

-Communications

-Library

File Emails and Log Call notes against Entities

Composing emails? You can

-Use Sage CRM Email Templates

-Attach Sage CRM Documents

-Use Sage CRM Address Book

For more information see our help at: https://accelerator.crmtogether.com/index.php?title=AC_Plus_Overview

** Requires a Sage CRM Self-Service License **

** Requires that you have Sage CRM and our Server Module installed (which requires an additional purchase from CRM Together) **

Funzionalità dell'app

Quando questa app viene usata,
  • Può inviare dati tramite Internet
  • Questa app può leggere o modificare il contenuto di qualsiasi elemento presente nella cassetta postale e creare nuovi elementi. Può accedere alle informazioni personali, ad esempio corpo del messaggio, oggetto, mittente, destinatari o allegati, incluse in qualsiasi messaggio o elemento del calendario. Consulta l'informativa sulla privacy dello sviluppatore per maggiori dettagli su come vengono gestite ed elaborate le informazioni personali.

In uno sguardo

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https://store-images.s-microsoft.com/image/apps.13201.a978ccd5-5623-441a-9b42-db8dd14a2751.18e31517-2d2c-42af-8017-c4b3cf88764b.8d35765c-8389-497e-a082-b45598c0487c.png
https://store-images.s-microsoft.com/image/apps.58493.a978ccd5-5623-441a-9b42-db8dd14a2751.18e31517-2d2c-42af-8017-c4b3cf88764b.a62a87a0-b08e-4f8b-a255-963299aa891f.png
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