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CRM Overview

  Features & Benefits

  How Users use CRM

  CRM Resources

 


Additional Products:


          CRM Together;

          1. Accelerator.


 


 


 

 

 

 

 

 

 

 

 

 

 

 

 


 

CRM Together "Accelerator" for Sage CRM:


 

 

 

 

 

 

Outlook Email not logged in Sage CRM:

 

When you receive an email in your outlook box and there is no associated record in Sage CRM, then you can do the following from within Outlook in seconds:

  • Create the New Company record.

  • Create the new Person record.

  • Create a new Lead, Case or Sales Opportunity if required.

  • Tag this email so when replying and receiving emails back from source, then Accelerator will know exactly where to file these emails.

Company Screen.

Case Screen.

  

 

Placing a Tag in an email address line.

 

 

 

 


 

 

 


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Directors: I.D. Lowe / D.E Lowe / S. Houston

6 Rangewood Road, South Normanton, Alfreton, Derbyshire, DE55 3BS, United Kingdom


     
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