In most of the small and medium businesses, E-mail and CRM applications are stacked incrementally in an IT infrastructure over a period of time. Initially e-mail service plays a vital role in communicating with customers. Once the business expands to a stage where it is very difficult to manage customers with the existing e-mail service, companies look for more sophisticated customer relationship management solutions. By that time, usage of e-mail service would have become popular and users as well as IT managers would feel reluctant to give up the existing e-mail service for different reasons. At the same time, they would like to use the CRM systems to increase the productivity.
In a broad perspective, Customer Relationship Management solutions (installed as well as hosted) and e-mail services complement to each other. Most of the surveys reveal that the Microsoft? Outlook? e-mail service is the one of the top most available e-mail clients in the market.
Many CRM vendors claim that they are providing Microsoft? Outlook? integration with their CRM solution but customers have to bear the additional charges. Most of the CRM projects are not exceptional to this trend. They provide CRM software as free and but when it comes to Microsoft? Outlook? integration, it is closed source. Realizing this fact, Klant CRM team released Klant CRM Outlook Plug-in for Microsoft? Outlook? users as an Project.
The Klant CRM Outlook Pug-in for Microsoft? Outlook? is a fully functional, enterprise grade business productivity enhancement utility and it is evolving rapidly based on community feedback.
Key Modules
- Synchronize contacts between Microsoft? Outlook? and Klant CRM
- Add customer-related incoming and outgoing E-mail messages from Microsoft? Outlook? to contacts in Klant CRM
- Filter E-mails in Microsoft? Outlook? and add only necessary e-mails to Klant CRM
- Synchronize customer-related tasks between Microsoft? Outlook? and Klant CRM
- Synchronize customer-related calendar (calls and meetings) between Microsoft? Outlook? and Klant CRM
- Resolve conflicts if there are any mismatch between Microsoft? Outlook? and Klant CRM data (contacts, tasks, and calendar)
Try Klant CRM Outlook Plug-in Now
Before synchronizing Microsoft? Outlook? data with Klant CRM Demo, enter the Klant CRM demo login details:
- Start the Microsoft? Outlook?.
- Select the Tools -->Options menu.
- In Options dialog, select the Klant CRM tab and enter the user login details.
- Click the OK.
- Now start working with Klant CRM Outlook Plug-in.
