CRM to Outlook integration based on InvisibleBridge

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office User Adoption and Outlook Idea: –Microsoft Outlook is widely adopted in the world by more than 200M users –Sales reps are among them and spend >50% of their time in Outlook –If CRM system is tightly integrated to Outlook, the adoption by sales reps will be definitely increased Analysis: –Outlook is a PERSONAL information manager focusing on personal values and here user adoption is driven by productivity –There are three different approaches to incorporate CRM into Outlook –Integration: user may move data between Outlook and CRM but has to work with 2 applications –Embedding: user may access all or certain features inside of Outlook without switching between applications. The native interface of CRM system is exposed in Outlook –Melding: CRM user interface and functions are morphed to Outlook GUI to preserve the Outlook native users experience –Best user adoption rate to CRM system can be reached if - Outlook user experience is preserved - Sales rep will get numerous personal productivity features around CRM

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office Namespaces Native Outlook UI No side bars CRM objects in native Outlook Folders All duplicated entities like Contacts, Calendar, Tasks are melded. Favorite Outlook views

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office CRM data forms Native Outlook forms to manage CRM data Create, view, edit, and delete any CRM object in Outlook Bi-directional sync between Outlook and CRM (offline data availability) All object-related information in native outlook UI

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office Outlook form One click share-with-CRM button Easy one-step reference to an Opportunity, Company, Project, etc. Automated attaching to CRM objects based on the content (CRM objects) Extended UI experience for CRM-related messages while keeping native UI for native messages

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office Sharing records with CRM All the native CRM objects are shared automatically Automatically share all the contacts, Tasks and Calendar Items Or on a case by case basis by clicking the Share bar All the CRM data user needs is always in Outlook and available offline Work offline and sync all the changes when back online

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office Views Customization Outlook treats melded CRM data as its native and lets apply to this data all standard methods – Custom Views are easy!

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office Personal Productivity Features: New Lead from Creation Select a message with new inquiry Drag and drop it to Leads folder in the Outlook tree A new Lead is automatically created based on the message information

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office Personal Productivity Features: Autocomplete Autocomplete speeds up and simplifies creation of new objects

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office Personal Productivity Features: Online LookUp One-click access to the item in the CRM application No login is required

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office Integrated Search CRM Items found by the Windows Desktop Search

Power of Enterprise Automation within Microsoft Office Bridging LOB applications and Microsoft Office AND MUCH MORE!..

Olga Petrik, Sales & Marketing Executive 1(415) ; skype: olga.petrus You want to find out how we make such integration possible? Or perhaps you’re interested to see your CRM/ERP product integrated in the same way? We’re ready to share our expertise and help you earn more loyal customers via better product usability!