Essentials Edition

Access to your client’s information and the ability to communicate with your customers is crucial to your business and the essence of customer relationship management. Without the ability to access your information at any time, you are often caught in a situation where you have to make a business decision that might turn out to be contrary to your plans, simply because you are responding at the spur of a moment. With Outlook Client in SMB CRM Enterprise you have access to stored client information, contact information and a reliable tool for communicating with customers. Microsoft Outlook can help you manage your CRM info and keep you connected with your sales, lead information and marketing pitches. The Outlook Client module in SMB CRM is a convenient tool to help you stay connected at all times.

Features and Benefits

• Work from any location Don’t stress if you can’t connect to the internet, work offline with your accounts, leads and opportunities, as well as your quotes, orders and sales. While on the road or just away from the office you still have full access to sales functionalities. And you don’t have to worry about losing the work you do offline either! Simply input your data and later when you have online access it will automatically synchronize with the Microsoft Dynamics CRM server.