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Save Time and Effort With the Acumatica Outlook Plugin

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Written by Laura Schomaker

September 17, 2018

Although it originally shipped with version 6 of the software, the Acumatica Outlook plugin (or add-in) is a valuable feature new users often overlook. However, the Acumatica Outlook add-in can save your team hundreds of valuable hours each year, especially 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.

With it, you can 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. And, if they are already a known contact in CRM, you can create opportunities, assign follow-up tasks, and look up all your interaction history with that person without ever 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 If your CRM system takes a great deal of effort to maintain, chances are there are many out-of-date records. Poor CRM records are not only annoying for your users, but they also lead to missed opportunities and poor customer experiences. And I’d be willing to bet that both are things your business can’t afford.

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.

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