Outlook 365 Integration
Maximizer CRM and Microsoft Outlook | Office 365 integration is a powerful tool that enables users to save time and improve efficiency. With this integration, you can easily create Address Book entries, customer service cases, and Hotlist tasks in Maximizer directly from Outlook 365. You can also view an Address Book entry from Outlook and track an email thread in Maximizer, that gives you a complete overview of your interactions with customers all in one place. This integration allows you to create Address Book entries from Outlook contacts or email messages, create customer service cases from email messages, and even create new Hotlist tasks directly from email messages in Outlook. Moreover, you can send email messages to Maximizer Address Book entries, regardless of whether they have related contact records in Outlook. With Maximizer CRM and Microsoft Outlook | Office 365 integration, you can streamline your workflows and maximize your productivity, make informed decisions with the most up-to-date information available and provide excellent customer service, and focus on what really matters – growing your business.
Microsoft Outlook 365 (Octopus) integration highlights
- Create individual, company, and contact entries in Maximizer directly from Outlook email messages, making it easy to keep your contact information up-to-date and accurate.
- Create Hotlist tasks in Maximizer directly from Outlook email messages, ensuring that important tasks are not forgotten or overlooked.
- Create opportunities in Maximizer from Outlook email messages, making it easy to track potential sales and revenue opportunities.
- Search for and add Maximizer entries as recipients of outgoing emails in Outlook, making it easy to communicate with your Maximizer contacts directly from Outlook.