Actions with Saleswah CRM
by Anwesha Customer Relations Marketing Pvt Ltd
Add Appointments, Contacts, Tasks from email from Outlook to Saleswah CRM. Manage leads. Act!
You spent most of the time in your Outlook inbox. Now make email browsing more productive by creating sales activities right from your incoming email.
Actions! With Saleswah CRM
Actions with Saleswah CRM links your Saleswah CRM account to your Office 365 Outlook inbox. Now active email browsing becomes more productive by using emails to create actionable sales activities and records.
Email to Sales CRM Contact record
If the sender of the incoming email is not in your Saleswah CRM database, Actions with Saleswah CRM will prompt you to add it as a Contact record into your database.
Email to Sales Leads
Whether the sender of the email is in your database or not, if the incoming email makes you suspect a future sales opportunity, create a lead in Saleswah at the click of the button. Add a comment- even part of the email - to remind yourself of the context.
Email to action
If the sender of the email is already in your CRM, then you can schedule an appointment or a reminder to yourself (Task).
You will get periodic reminders for the leads, Tasks and appointments created in Saleswah CRM to ensure nothing is missed.
About Saleswah CRM
Saleswah CRM is a comprehensive customer relationship management software for managing Sales, Marketing and Customer Support.
Saleswah helps you maintain clean customer contact and activity data, tracks sales leads and helps manage the sales funnel. It also can manage your shipment and installation process, assignment of field executives to solve service tickets and help maintain spares distribution and inventory. This is a truly end to end, full life- cycle CRM.
Actions with Saleswah CRM Office 365 Add-in helps bring the customer data from Outlook to Saleswah and helps create customer facing activities. It makes it possible for you to proactively manage your mailbox, create sales focused activities and stay in control of customer facing activities.
Features of Actions with Saleswah CRM:
• Create new leads and contacts from Outlook.
• Schedule tasks and appointments for a Contact.
• Create leads and add notes for easy integration with CRM.
• Requires a valid Saleswah CRM license, trial or paid.
Requires a valid Office 365 license. The addin requires no additional payments.
• Lightweight and easy to use.
• Works with Office 365 Outlook desktop and web clients.
App capabilities
- Can send data over the Internet
- This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.