CRM with Outlook Integration

Tour de Force CRM builds on the common Microsoft architecture and is designed to work in the most common software platform that your sales force uses on a daily basis, Microsoft Outlook.

The Tour de Force CRM toolbar is loaded directly into Outlook, and the key activities that a sales person does on a daily basis are able to be done directly from this toolbar, reducing the time spent on administrative tasks and increasing the amount of time spent generating sales.

A key goal of Tour de Force CRM is to increase business productivity, and one of the key ways we help you achieve that goal is by providing a CRM with Outlook Integration.

Although many features are enhanced by the integration with Microsoft Outlook, Outlook is not required to run the Tour de Force CRM program. Tour de Force CRM can run as a standalone program.

Benefits of CRM with Outlook Integration

-          Drive user adoption and acceptance.

Utilizing a customer relationship management system that is so closely integrated with Microsoft Outlook drives high levels of user adoption because it reduces the redundancy that is found in many CRM software solutions.  A sales person or customer service representative can perform all key tasks and activities directly through Outlook without the hassle of having to open a separate application and log their activities at the end of the day.  With the Email Logging feature of Tour de Force CRM, all email communications between a company and their prospects or customers are automatically logged, without having to CC: or BCC: an additional email address. Having a system that is so easy to use delivers immediate value to your users, which rapidly increases their adoption and acceptance of the system.

-          Save time on training. 

When a user learns to use Tour de Force CRM, they are learning through an interface that they are already familiar with, Microsoft Outlook.  This familiar interface expedites the learning curve and reduces the amount of time that is spent on training.

-          Increase the productivity of your sales team by turning Outlook into a portal that provides a 360° view of all customer information.

With Tour de Force CRM, a user can access a complete view of a customer or prospect directly from Outlook.  In addition to contact information, a user also has access to Activities, Appointments, Email exchanges, Open and Closed Orders, Quotes, Sales History, Support Requests/Tickets, Tasks, etc.

“Tour de Force CRM offers a seamless interface to our Infor SX.enterprise ERP system and a strong integration with Microsoft Outlook. These two features alone have led to a high level of adoption, even by our sales people that were unfamiliar with, and suspicious of, CRM applications. Both features have been instrumental in elevating our sales organization to a whole new level.”

Matt Onofrio
President
GT Midwest