Outlook and Tall Emu CRM

Outlook Syncing with Tall Emu CRM’s Inbox Insights

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Inbox Insights makes your Outlook inbox smarter. When clients or leads email you, or you email them, Tall Emu CRM’s Inbox Insights for Outlook will displays critical customer or lead data that in your CRM, right there in your Outlook Mail Interface.

Synchronize and sharing data between your CRM, accounting software (like MYOB, XERO, EXO, etc) and your MS Outlook is completely automatic, amazingly useful, and beautiful to use.

With our Inbox Insights Outlook Add-in you can:

  • Sync and share your Outlook calendar with CRM.
  • Easily import email from Outlook to your CRM
  • Create CRM Opportunities or Customer Support requests directly from your inbox
  • Sync contacts between CRM and your Outlook making them accessible on your mobile device.

CRM sync with Outlook and Organise yourself better

Using the Outlook Plugin, you can associate email messages with a customer – with an opportunity, a task, a project or a quote.  You get a full history of yours – and others – email interactions with the client.

It’s hard to explain just how useful this actually is until you try it – it’s one of those “words don’t do it justice” things, so I am going to let the screenshots and bullet points speak for me.

Inbox360_Summary

There’s no need to switch between CRM, Accounting systems and Outlook to understand the status of your relationship. Inbox Insights summarises it neatly in one spot. It works in and out of your office, and if you don’t have an active internet connection it will show you the most recent data it has.

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CRM Summary Data in your Outlook

Inbox360_Tab1_Summary

Summary Tab

This summary tab gives a quick snapshot of your relationship with this contact and company without needing to move anywhere.

  • Personal and company details
  • Click to call for phone number
  • Clickable web link
  • First and Last contact dates for this client
  • Who they normally work with.

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CRM Sales Data in your Outlook

Sales Summary

The sales summary shows open invoices and their due date.They’re hyperlinks – so they will open the corresponding invoice record.The same applies to “recent items purchased”.

The sales history chart shows us sales to this client over the last 6 months.

Inbox360_Tab2_SalesSummary

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CRM Influencer Data in your Outlook

Inbox360_Tab3_Influence

Influence Tab

The influence tab shows us how much influence the person holds.If they have an open opportunity it will be displayed here.

If they are an influencer in opportunities, they will be listed too.Business they’ve referred to us will also be shown.

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CRM Support Tickets information in your Outlook

Support Ticket

The support ticket tab is pretty straightforward – you can see at a glance all open tickets – broken down into “new”, “overdue” and “All” categories..

Inbox360_Tab4_Support

 

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CRM Recent Activities Summary Data in your Outlook

Inbox360_Tab5_Activities

Activities Tab

Finally, we see the activities tab. This shows a business-wide list of activities that anyone in the business has had with the client – not just your inbox. It includes:

  • Emails
  • Meetings, Tasks and Notes
  • Phone calls
  • Web Site visits
  • Web forms filled in on your site.

 

It’s all in chronological order so you can see the history at a glance. If you combine this with our phone system integration too, this updates automatically.

Pull in Accounting Data into Outlook for MYOB, XERO & EXO etc.

Inbox Insights works with Tall Emu CRM and MYOB, XERO Reckon Accounts, EXO,  Having this in your inbox is addictive and gives you instant context to that contacts relationship with you.

Quick Q&A on the best Outlook CRM Add-in in Australia

Q. What versions of Outlook are supported ? A. Inbox Insights works on Outlook 2007, 2010, 2013, 2016, 2019.

Q. Does it your Outlook CRM Add-in work with MS Exchange? A. Yes, it does.

Q. Does the CRM Add-on / plugin work with Office 365? A. Yes, our Outlook CRM plugin works Office 365.