The Acumatica Outlook plugin (or add-in) is a valuable feature new users often overlook. The Acumatica Outlook add-in can save your team many hours each year, especially for those in sales and support roles.
With the Acumatica Outlook integration you can keep your CRM system up to date without ever leaving your email. Studies show that the average worker in the US spends on average at least 6.3 hours checking their work email each day. When you really stop to think about what that means, you realize that leaves less than two hours a day for other activities. So, you can’t afford to waste any of that precious time switching between applications.
See instantly if the sender of an email is already a contact in your CRM system. If they are not, you can add them in seconds right from your email. If the person is in your CRM contacts, you can easily do several things in Outlook. This includes creating opportunities, assigning tasks, and viewing interaction history with them. Best of all, you can do all of this without leaving your Outlook mailbox.
Imagine saying goodbye to copy and paste and getting precious minutes of your day back…
Anyone who has ever used a CRM system before knows, quality of data they hold determines their worth. If your CRM system takes a great deal of effort to maintain, chances are there are many out-of-date records. Bad CRM records are frustrating for users and result in missed chances and bad customer experiences. The costs of which can quickly get out of hand and harm your business’s finances and reputation.
That’s why the Acumatica add in for Outlook is such a crucial feature. It’s all about efficiency and giving your team more time to work on what they do best.
See What the Acumatica Outlook Plugin Can Do for You
Want to learn more about Acumatica, visit our website. If you have questions about the Acumatica Outlook plug-in and whether it’s right for your business, let’s chat. Our friendly experts are ready and willing to assist you.
