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Posts tagged ‘Outlook synchronisation’

16
Feb

Synchronising Outlook private and shared contacts

Outlook contact sharing is not just limited to the default Contacts folder created in all Outlook profiles. For larger teams it is common to create additional contacts folders, e.g. within a sales team or for a specific project.
In webCRM, you can synchronise both your private Outlook Contacts as well as Contacts in public folders. You must configure Contacts in public folders to be visible in the Outlook navigation pane.
Both private and shared Contacts can be synchronised from Outlook back to webCRM. Tip: This is an easy way to import your Contacts into an empty webCRM system.
To synchronise from webCRM to Outlook, any new Contacts will be added to your private Contacts.

If you have any questions about this then let us know by clicking here.

21
Nov

Upgraded to the new iPhone 4S? Why not harness the power of CRM on it – like webCRM

The Apple iPhone 4s has been selling in record numbers globally. Many of these are corporate sales. But why have such technology at your team’s fingertips without harnessing the power of a simple but effective  Customer Relationship Management (CRM) system, like webCRM?

iphone4s and webCRM mobile CRM accessTechnology is an integral part of business and with sales and customer support teams increasingly needing to find new ways to attract new customers and retain existing ones it’s imperative that they can access the latest company and customer data.

That’s where webCRM is a great tool for businesses large and small. Whether it’s the latest iPhone 4s, iPad 2, BlackBerry or Android-based mobile device or tablet PC, webCRM brings CRM technology to where you need it – mobile, portable, or at your desk.

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9
Sep

Outlook and webCRM – the perfect CRM match

Microsoft Outlook is a common software package used by businesses for day-to-day e-mail, calendar and contact information.

But why not use that data to your commercial advantage by integrating it into a web-based Customer Relationship Management (CRM) system?

webCRM’s cloud-based CRM system fully integrates with Outlook allowing all or selected contacts, appointments, activities and e-mails to seamlessly integrate between the two systems. But why’s this so important?

Whether it’s a small, medium or large business, sharing information internally is critical to ensure good business development and overall commercial growth.

Sales and customer services teams need to work closely together and have access to relevant, accurate and up-to-date information to avoid missed sales leads, customer enquiries,  duplicate or even missed appointments. Read moreRead more

27
Sep
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webCRM Outlook Integration

Why not chose which emails and appointments you want to synchronise with Outlook. You can do this by installing the latest Outlook synchronisation module. You can also select to prompt ask whether you want to save or not.

Once you have installed the module, within Outlook choose Tools/Options/webCRM and select and select “Prompt before synchronising an email”