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Soffront
Outlook Integration
The Soffront Outlook integration lets you use either
Outlook or Soffront to communicate with customers
with the assurance that everything can be captured
in Soffront for company wide visibility. The
integration works seamlessly with Outlook for
e-mail, calendar, contacts and synchronization.
Seamless Two-Way Synchronization
Decide which tools you want to use to manage
your e-mail, calendars, and contacts. Add, modify,
and transfer data from Outlook to Soffront (or
vice-versa). Synchronize automatically and
seamlessly.
Link Emails To “Any” CRM Record
Soffront Outlook Integration allows users to easily
link incoming and outgoing Outlook email messages to
any record within their CRM system, improving sales
information.
For example, a sales person receives an email from a
channel partner about an opportunity. The sales
person wants to associate this email with the
prospect’s record and add it to the opportunity
record. With Soffront, the process is completed in a
single step.
360 Degree Customer View
Connect every email message sent and received in
Outlook with the appropriate Soffront customer
record for a complete history of communication with
customer. Everyone will have access to complete
customer communications history without having to
look through multiple Inboxes or Sent Items folders. |
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Features
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Bi-directional integration
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Let your users use the tool they are
comfortable with
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Reduce manual processes and increase
productivity
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File all your inbound and outbound
email where it matters the most, to
the CRM record, where it can be
easily accessed, and comprehensive
email history made available to CRM
system users
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Process incoming or outgoing emails
to collaborate about support
tickets, defects, work orders, or
any thing else in the system
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Share contact, calendar, and task
information between TRACKWeb and
Outlook
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Maintain a complete history of
customer interaction
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Embed Soffront right into Outlook
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