|
CRM and Business Management for Outlook
& Exchange - Introducing the world's ONLY zero footprint
web based CRM and business management suite for Outlook & Exchange.
Everyone in the CRM, ERP, and Business Management software industry
love to talk a good game about how they integrate with Outlook.
But beware because most of these products offer only "token" integration.
With BizAutomation, there's no such smoke and mirrors because we're the real deal.
We're SO committed to total fusion with Outlook through Exchange, that when we say
you can leverage your Exchange server for CRM & Business Management services,
we mean that literally. As a result, there's no separate application server to license
or maintain !
|
|
|
|
• Works through Outlook or Outlook Web Access (OWA)
– Extends your Outlook experience by enabling you to click
within the Outlook tree to launch BizAutomation on the detail pane, just as you're
already doing for Outlook services such as the Inbox.
• Leverages your existing Microsoft Exchange or SBS 2003 Server (On premise users)
– If you have SBS 2003 or Microsoft Exchange
2003 Server, you can leverage everything you're already doing to keep that server
safe and secure. Unlike other products that require you license a separate server
license, and maintain another box.
• Outlook Email History is automatically stored within
your contact profile in BizAutomation
– Let's say you have a contact in BizAutomation named
"John Smith" with an email address of "john@abc.com" . Open OIutlook and send
john@abc.com an email message and BizAutomation automatically recognizes
it as a "Biz" contact and places a copy of the message within the contact
record in BizAutomation. That way you can see all the email history for that contact
from not just yourself, but all the other employees in your company that sent or
received an email relating to "John Smith".
• Single user sign-on means there's
no separate password to remember – Because a
"Biz user" IS an "Outlook mailbox user" (e.g. log-in is
you@yourdomain.com
/ windows password) your Windows password logs you into BizAutomation.
• Creating a new Prospect or Account automatically
creates new contact for you in Outlook - Add
a new customer to BizAutomation and a new contact record is automatically created
for you in Outlook. This means that you no longer have to add contacts in two places.
Also, when you click on "Compose Email" in Outlook, the email address
from the contact you added to BizAutomation will show up, without you ever having
had to add it to Outlook.
• Create Organizations in BizAutomation from contact records
in Outlook – Create several contacts in Outlook,
then click on a button to batch create those same records in BizAutomation without
ever having to type a single letter.
• Automatically add scheduled calls and tasks from BizAutomation to Outlook Calendar
– Create a new follow-up action item such as a task or call, within BizAutomation,
and click to embed it to your Outlook Calendar under that date and time slot.
• See Outlook Calendar Meetings in BizAutomation – Create a meeting in Outlook like you always do, then see
that meeting from within BizAutomation along side all your other date driven events
such as Cases, Projects, Opportunities, Calls and Tasks .
|