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Add Real, Robust and Complete Integration With Outlook

Status: Accepted
by Bronze Super Contributor mboysen on 10-29-2009 10:45 AM

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

Status: Accepted
Comments
by slcjjw on 05-03-2011 08:26 AM

Sage,

 

We’re in an unfriendly predicament with our users, because they LOVE using Outlook but Sage’s integration leaves much to be desired. We use EL in our organization, but we'd like to know if there is something better...

 

Take a look at what Salesforce has done, by clicking here.

Take a look at what Microsoft CRM has done, by clciking here.

Take a look at what the OPEN SOURCE SUGAR CRM has done, by clicking here. 

 

 

 

As you can see, you can quickly and easily do most of your operations from within Outlook. This would be a HUGE win with our users and organization as a whole.

 

We are current users of Exchange Link with SLX Web 7.5.3 and I must admit, our experience has been a mixed. Its service is barebones when compared competitor products. I know Sage has potential, let’s make this product take off! I have confidence in you! Let’s see a nice streamlined integration package in the near future!

by Bronze Super Contributor mboysen on 01-12-2012 01:22 PM

Status check. This Idea is going into it's 3rd year and is marked as accepted. I probably missed something at bootcamp. Can someone provide an update please?

by Bronze Elite Contributor on 01-15-2012 01:21 PM
Did you think that IdeaLogix was a place for neat ideas to get voted upon\Kudo'd and that would steer future versions and product management decisions????? "I probably missed something at bootcamp." Heck I was looking for you with a couple of beers in hand hoping to make your acquaintance....finally pawned them off on someone else.....
by Bronze Super Contributor mboysen on 01-17-2012 06:05 AM

I wasn't at Bootcamp :smileyhappy:

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