Our customers LIVE in Outlook, like it or not. SendSLX and Record To History have become a competitive challenge.
We need "Outlook2CRM - like" integration (inclusive) which allows consultants (or even customers) to build work "processes" that spawn AFTER basic validation checks occur.....like is the Contact in the database, No?, then help me add the contact and then continue with the process I started. Doing everything from one button (which it doesn't do) is not the answer.
Having to purchase a 3rd party add-on (as awesome as it is) is a show stopper in many deals. The other show stopper is the fact that we are being driven to the web, yet no new Outlook Integration was introduced to this new and advanced environment.
The amount of time that someone who lives in Outlook has to spend dealing with these delinquencies is sginificant. 3rd Party or Interna. We need comprehensive Outlook integration. See Infusionsoft
Agree. We're a BP that uses SalesLogix every day in running our business and the present state of email integration requires WAY too may manual operations. Here's a simple example:
Email arrives
Click on (or RMB) record to History
.. it's saved...
But there's no indication in Outlook that it was saved. A simple "flag" would suffice.. and/or adding a category tag (ex: SavedInSalesLogix) to teh email. Something that is clearly visible to teh user so that he/she does not go back and save it again. In fact, if there's a "tag", it could warn you that it's been saved and do you want to save it again!
This is a simple item.. but Mike's post really hits the nail on the head. We just don't have an Outlook integration that folks rave (positively) about. - and it needs to be completely customizable to meet business needs of our clients.
mboysen wrote: See Infusionsoft
Infusionsoft's Outlook integration is super nice :-)
mboysen wrote:BTW, O2CRM has a flag that saves it's been saved (or whatever). Right Ryan?
Yes. Outlook2CRM will flag the e-mail so you know it has been saved to a ticket, opp, contact, activity, etc (and that part of it is also customizable).
I just set my web client options to prompt if the contact is not found. I turned that off a long time ago. Now I remember why. It's so silly to put that prompt up when there is no path to resolve the problem provided.
Please, no quicky solutions. Solve this problem the right way by thinking it through like Ryan's team did. We need the ability to customize the intergration experience but there has to be serious functionality right out of the gate. And it really shouldn't be *extra*
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