Add Real, Robust and Complete Integration With Outlook

[#1]

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

[#2]

I just realized I spent the past week not recording emails from contacts that weren't in the database because it's too difficult to stop what I'm doing, add them, and then re-do what I was doing. Just adding a little more weight to this issue

[#3]

Someone remind me to turn that dead end prompt off. I keep forgetting

[#4]

Are there any plans to create tickets from emails, and handle missing contacts? Just thought I'd ask

[#5]

After 3 months, the top idea is still not even "under consideration". Am I beating dead horse hear, or what?

[#6]

Sage Germany licensed a realy good ERP Addon from a Business Partner for the german ERP Office Line. So why do not go this way for O2SLX?

[#7]

I'm curious about this - why after 4 months and 37 kudos is this still labeled as a "New Idea", and not at least "Under consideration"?

[#8]

Although it's another third-party product, people looking for a additional SalesLogix sync options might want to check out our Riva Integration server.

Because Riva provides transparent server-side integration between SalesLogix and Exchange, there are a number of situations where Riva can fill the user adoption or integration gap that exists with the current Outlook plug-in limitations (ex: Outlook Web Access or Mac users).   

http://www.omni-ts.com/crm-integration/ 
http://www.omni-ts.com/crm-integration/sage-saleslogix.html

Riva provides server-side synchronization between Exchange Hosted or On-premise and SalesLogix.  Because it is server-side, Riva is compatible with all Exchange clients including Outlook, Outlook Web Access, Terminal Services, Mac Entourage, Mac OS X Mail, iCal, Address Book and others.

Best regards,

Aldo Zanoni
CEO, Managing Director
Omni Technology Solutions, Inc.
www.omni-ts.com

[#9]

Just for the record.

1. Thanks for Accepting it, what does that mean? I'd like input into your roadmap before you begin

2. Regarding the above exchange sync comment. That has nothing to do with what I'm talking about. While I'm sure it's great, I'm talking about integration to process and workflow. Not synchronization of emails. 

[#10]

Dear all,

This idea is accepted by Sage, does somebody know what is going on and what the status is? Is there a process? Are additional ideas needed?

Further ideas:

- Add Marketing Campain E-Mail responses

- Add Encrypted E-Mail messages

- Open Tickets from E-Mail

- Add SLX Communities Threads to Tickets

- Add Contact from Social Networks to SLX (Xing, Facebook, etc.)

- Add GMail-Account to SLX

And much more

Best regards,

Lukas