CRM2Outlook LEADS is available for BETA testing
Posted by: c2o_simon
on May 26, 2010
We are very excited to release CRM2Outlook LEADS for SugarCRM. This plug-in for Microsoft Outlook is a time saving solution that automates the process of extracting email-based feedback forms or sales enquiries.
Typical uses include:
- You have an enquiry page on your website which people fill in and submit. The enquiry arrives in your Outlook Inbox and you currently re-type the details into your SugarCRM database.
- You have an electronic questionnaire that is completed and the contents are emailed to you. You re-type the results into your SugarCRM database.
CRM2Outlook LEADS automates these processes. Any type of 'structured' email can be 'mapped' to fields in your SugarCRM database and set to automatically (or manually) extract the email content and create a new Lead or Contact in SugarCRM.
Although SugarCRM has a Web2Lead feature which integrates SugarCRM and a website form, many people do not wish to use this feature. For example, they want to create a Contact and not a Lead or if the SugarCRM instance needs to go off-line for maintenance, potential enquiries will be lost using SugarCRMs Web2Lead form.
With CRM2Outlook LEADS all enquiries are handled through your Outlook email client so no enquiry is lost and you can choose where in your SugarCRM database the enquiry is created.
CRM2Outlook PRO which is due out later this year will provide advanced integration with MS Outlook. This includes email archiving, contact/calendar synchronisation, 'active' lookup and much more.
Download your free 60-day trial here
