SkyViewCRM and Microsoft Office

Use SkyViewCRM within the Microsoft Office environment. (Outlook, Excel, Word and Exchange)

SkyViewCRM – your data is ready to use. From any place.

To benefit the most of your new CRM from SkyViewCRM, you better get the integration between your SkyViewCRM and Microsoft Office – Outlook, Excel and Word – up running.

You need to use one of the newest releases – either Microsoft Office 2010 or Microsoft Office 2013.

From within Outlook you can:

•	Create email templates and seek contact information in real time with your SkyViewCRM system for merging into your mails.

•	Decide to “track” an email – meaning SkyViewCRM will archive the email in the right place with reference to the sender.

•	Open a window and have the entire SkyViewCRM system embedded.

From within Word you can:

•	Write letters – templates and reuse templates with real time merge information from SkyViewCRM – ie. company name, address, contact name, proposals with articles and a lot more.

Excel can be used for:

•	Import data into SkyViewCRM – use it for transit from another CRM system or your manual system J

•	Create your own reports, graphs, pivot tables based on the predefined ones – ie. get an owerview of your pipeline versus budget or get a graph showing the efforts done by visualizing number of meetings, number of phone calls and number of proposals

Page url: http://www.skyviewcrm.com/help/index.html?skyview_in_outlook.htm