Looking for content, and taking action on emails can be hassle, we’ve all been there. Do you ever wish there was a way to do “CRM work” within your Outlook client? Well, with Saleslogix Xbar you absolutely can. I’m sure we’ve all received those emails that were forwarded to us that asked for help in a situation, but then we had to constantly scroll down for info, or hunt for the original sender. The Saleslogix Xbar means to make these tasks a lot easier and allow you to work where you want to work.
With the Saleslogix Xbar you can do just that. This product will allow you to work from your Outlook client to view the stakeholders within the email. It also gives you the ability to view the greater dialog of the email, lookup CRM information, and do your work right from Outlook! Sounds like a dream come true, right?
Wouldn’t you want to see who was involved in the email quickly, instead of hunting for that information? We all go through the process of trying to remind ourselves of who the email sender was, and what the context of the situation they are emailing about is regarding. The Saleslogix Xbar will help you do just that by giving a list of the people associated to that email and profile information on that particular person by just clicking. You can see this information by a listing of “To:”, “From:”, and the “Cc:” on the S. Not only that, but you can also have access to a notes and history view giving you the greater dialog to what’s been happening with a particular person, and interactions that person may have had.
Our goal was essentially to make doing your work within Outlook possible. Wouldn’t it nice to add contacts, leads, accounts, opportunities, etc. from Outlook to your CRM? That is possible with Saleslogix Xbar. It’s as easy as that!
The world as we know it is becoming more and more technological, and communication is vastly migrating towards email connections and social networking. Why not stay ahead of the curve and get the Saleslogix Xbar?
Register now to see it for yourself in our grand unveiling webcast—May 19th, 3pm EST