CRM for Outlook is an external, multifunctional add-on that links Outlook and SAP Business One functionalities and makes workflows more efficient and easier. The features go far beyond sales support.
Many self-employed people as well as managers of small and medium-sized companies manage their contacts and customer data as well as e-mail traffic with Outlook. There are some good reasons for this: Outlook is easy to use and widely available, which eliminates training time for new employees. In addition, it is already available in many companies as part of the Office 365 package. For this purpose, we offer the optional add-on CRM for Outlook, which supplements the basic functions such as mails from Outlook.
In addition, the add-on enables integration with the SAP Business One CRM module. A wealth of functions ensures a bidirectional exchange and tracking of master data, activities, tasks, orders and key figures between SAP Business One CRM and Microsoft Outlook. In addition, business partner data is automatically synchronized between SAP and Outlook on an ongoing basis. We would be happy to take care of the CRM Outlook integration and provide you with detailed information on the application.
The add-on enables the user to execute and maintain important functions of SAP in Outlook in the areas of sales, support, purchasing and management board - directly and uncomplicated. Whether emails to the team lead or management of contracts, the features of the Office Integration offer you many advantages.
SAP and Outlook inspire together with a variety of user-friendly possibilities. What the Add-on can do:
Direct and easy business partner management
Fast and easy Office integration and use
Transparency by tracking contacts and sharing activities
Maximum usability through customization
Work in familiar Office 365 application
Additional integrations can further optimize your daily work routines with SAP and Outlook. Benefit additionally from the following features:
Do you have questions about CRM for Outlook? As an SAP-Partner, we will be happy to provide you with comprehensive advice on the application and take care of integration into your SAP Business One.