Physical Address

304 North Cardinal St.
Dorchester Center, MA 02124

How to Use Outlook As a CRM With LinkPoint Connect

use outlook as crm

If you have a small business and are looking to use Outlook as your CRM, you aren’t alone. The fact is that many small businesses are having trouble using Microsoft’s newest CRM program. In this article, we’ll go over several of the most popular CRM solutions, including Microsoft Dynamics 365, Prophet CRM, Keap CRM, and LinkPoint Connect. These applications allow you to integrate Outlook with your CRM software while still keeping your data secure.

Microsoft Dynamics 365

The Microsoft Dynamics 365 for Outlook App is an add-in for the CRM software that lets you work within the same application you use for other applications. CRM information is available for your contacts, email chains, and calendar activity. This enables you to see which contacts you’re frequently communicating with and which you’ve forgotten about. This application is also compatible with mobile devices, making it easy to use it from any location.

When you receive an email from an unknown address, you can easily add it to the relevant record. The Set Regarding button will link the email to the relevant record in Dynamics 365. When you receive an email, you can access the record, view information in the Outlook panel, and even add a task or appointment to that record. You can also send a phone call from your Outlook to the Dynamics 365 system.

Prophet CRM

If you want to make your email and calendar sync easier, use Outlook as a CRM for Prophet. You can create and manage groups of contacts and company records, and filter the list by state or job title. Prophet’s relational database tracks everything from email to appointments and documents. You can also run powerful reporting and analytics on your data with Prophet, including 30 pre-formatted reports. If you need more information, you can even access advanced analytics.

By integrating Prophet’s CRM with Outlook, you can make your email marketing more efficient. Not only can you keep track of client engagement, but you can also view scheduled tasks, set reminders, and schedule follow-ups. It’s like an extra dashboard that shows your pipeline and what’s pending. And when you need to make a sales call, you can use Outlook to support your customer. You can also use Outlook as a CRM for Prophet, but it’s not necessary.

Keap CRM

Keap CRM is a good option if you’re looking to maintain client data in a simple and efficient way. The service offers a number of features, including invoicing, payments, messaging, and more. The CRM integrates seamlessly with Outlook, ensuring that you’re never far away from your emails. Zoho CRM is also a good choice if you’re looking to generate leads and track them. This CRM also uses Outlook to keep customer profiles up-to-date, so you’ll always have your most relevant information at your fingertips.

The calendar in Keap can also be useful for scheduling appointments. Using this feature, you can send invitations to people with different options to choose the time that’s best for them. One of the features that make Keap a good CRM choice is its ability to seamlessly integrate with QuickBooks Online. When connected to Keap, all of your products will sync with QuickBooks. When connected to QuickBooks, new invoices will only be synced, which makes it a convenient tool for your business.

LinkPoint Connect

When you use Outlook as a CRM, it syncs with Salesforce and gives you the power to edit, record and manage your contacts in both systems. In addition to syncing contacts, tasks and events, LinkPoint Connect allows you to make phone calls and view driving directions to your contacts. This integration is ideal for small business owners and managers who are constantly on the go. Here are some tips to help you use Outlook as a CRM with LinkPoint Connect.

LinkPoint Connect will automatically detect custom fields and objects in Salesforce. Once you’ve enabled LinkPoint Connect, you can record and manage emails right within Outlook. Then, you can automate tasks, follow up reminders, calendars, and tasks in Salesforce using the LinkPoint Sidebar. Once you’ve set up LinkPoint Connect, you’ll be amazed by how easy it is to automate this process, resulting in a significant increase in accuracy.