One of the key benefits of leveraging a leading CRM as the core platform of Fieldmagic, is the ability to integrate seamlessly with leading mail and calendaring solutions. Arguably the leader in the mid market and enterprise space for email is Microsoft Exchange. Fieldmagic leverages the Outlook connector for SugarCRM to provide a complete, professional integration between Microsoft Outlook at Fieldmagic.
The connector provides the following functionality:
- Ability to save emails and email threads from Microsoft Outlook to Fieldmagic
- Two way synchronisation of leads and contacts between Microsoft Outlook and Fieldmagic
- Two way synchronisation of calendar events and tasks
- Ability to create new leads, contacts, quotes (opportunities) and cases directly from emails within Microsoft Outlook
- Synchronisation of customer contact details into your mobile device (via Outlook)
The outlook connector for Fieldmagic is available at no extra cost, and as part of the core platform for sales and office users.