INTERACTION WITH MICROSOFT OUTLOOK
Users do not want a CRM application to replace Outlook, but rather one that works closely with it.
A symbiotic co-existence with Outlook is exactly what you get with Legrand CRM.
The role of Legrand CRM is to be a central repository of all business information: company and contact data, sales opportunities,
marketing activities, calendar, etc... Microsoft Outlook, on the other hand, may contain both personal data and fragments of business information, and will continue to be
the email application of choice for most users.
Legrand CRM makes it very easy for you to keep using Microsoft Outlook for email and for management of your personal tasks and calendar,
while at the same time enabling you to transfer business data to and from Legrand CRM.
Specifically, Legrand CRM's ability to interact with Microsoft Outlook includes the following functionality:
- Transfer Contacts from Outlook to Legrand CRM, or from Legrand CRM to Outlook.
- Send emails from within Legrand CRM via Microsoft Outlook.
- Transfer selected emails from Outlook to Legrand CRM.
- Transfer Tasks from Legrand CRM to Outlook, and back.
- Transfer Appointments from Legrand CRM to Outlook, and back.
From within the Legrand CRM application you have direct access to your Outlook folders
Does Legrand CRM automatically transfer all incoming emails into the CRM database?
It's a question that is often asked, and the answer is 'No'. It does not make sense to automatically transfer all incoming email into the CRM database.
Why Not? Because the CRM database is intended to be a central repository of all important business communications, not more and not less. Of all the
email messages you receive every day, how many are significant enough that they warrant being recorded into the CRM database? Usually less than 20%.
By the time you've taken out all the spam, the newsletters, the internal emails, the simple Yes/No emails, you are left with 10% to 20% of the daily
emails that you really would want to store in the centralised CRM database.
Hence, the approach Legrand has taken is to make it very easy to selectively transfer only those emails that are important enough for record keeping
in the CRM database.
