We can’t add more hours to your day but we can help you to do more in less time with your SAP Business One software. If you’re not syncing CRM items with Microsoft Outlook, you’re missing out on valuable time-saving features in your business management software (salespeople love this integration!).
By taking advantage of the synchronization between Microsoft Outlook and SAP Business One, you can access customer and sales information through Microsoft Outlook even when you’re offline. This also lets you synchronize calendars and activities and import customer data from SAP Business One into your Microsoft Outlook contacts list.
The quotation function enables you to display and edit existing quotations directly in Microsoft Outlook. You can create new quotations in Microsoft Outlook, store them in SAP Business One, and send them as emails to your prospect or customer. Another advantage is that you can sync emails and meetings from Microsoft Outlook to SAP Business One. Emails sent and received in Microsoft Outlook can be saved and retrieved as activities in SAP Business One. And, when using the SAP Business One mobile app, you can synchronize this information on your device.
So…what do you sync?
Talk to us if you want help syncing SAP Business One with Microsoft Outlook. We’re happy to help you make the most of your software investment.