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CRM to Outlook integration based on InvisibleBridge

User Adoption and Outlook. Idea:Microsoft Outlook is widely adopted in the world by more than 200M usersSales reps are among them and spend >50% of their time in OutlookIf CRM system is tightly integrated to Outlook, the adoption by sales reps will be definitely increasedAnalysis:Outlook is a P

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CRM to Outlook integration based on InvisibleBridge

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    2. User Adoption and Outlook Idea: Microsoft Outlook is widely adopted in the world by more than 200M users Sales reps are among them and spend >50% of their time in Outlook If CRM system is tightly integrated to Outlook, the adoption by sales reps will be definitely increased Analysis: Outlook is a PERSONAL information manager focusing on personal values and here user adoption is driven by productivity There are three different approaches to incorporate CRM into Outlook Integration: user may move data between Outlook and CRM but has to work with 2 applications Embedding: user may access all or certain features inside of Outlook without switching between applications. The native interface of CRM system is exposed in Outlook Melding: CRM user interface and functions are morphed to Outlook GUI to preserve the Outlook native users experience Best user adoption rate to CRM system can be reached if - Outlook user experience is preserved - Sales rep will get numerous personal productivity features around CRM

    3. Namespaces

    4. CRM data forms

    5. Outlook email form

    6. Sharing records with CRM

    7. Views Customization

    8. Personal Productivity Features: New Lead from E-mail Creation

    9. Personal Productivity Features: Autocomplete

    10. Personal Productivity Features: Online LookUp

    11. Integrated Search

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