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Accelerator Pro for Creatio

de 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) **

Capacitățile aplicației

Atunci când această aplicație este utilizată,
  • Poate să transmită date prin internet
  • Această aplicație poate citi sau modifica conținutul oricărui element din cutia poștală și poate crea elemente noi. Acesta poate accesa date cu caracter personal - cum ar fi corpul, subiectul, expeditorul, destinatarii sau atașările - din orice mesaj sau element de calendar. Consultați politica de confidențialitate a dezvoltatorului pentru mai multe detalii despre modul în care sunt gestionate și procesate informațiile personale.

Dintr-o privire

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