Improve customer retention during tough times

CRM Service will help retain customers by giving you vital invoice and items owned information directly in the CRM. If you know all items bought, then you can easily open new service tickets directly from this list. If you manufacture using ERP, the same is true of defect management in CRM.

Run ERP command-line requests inside CRM

CRM now lets you run command-line operations directly from the CRM dashboard. This must be setup by the CRM administrator. This feature allows you to drill down into ERP data quickly and easily.

CRM can now import contacts from Outlook

It used to be a one-way street, but now CRM will let you import your Outlook contacts into CRM. You decide how you want the CRM data to be formatted. This great feature now allows you do contact business in Outlook, or on your Windows Mobile device, and get the new contacts into CRM without typing typing them in.