Outlook has certainly shaped the way most people communicate with their business and personal contacts. No other program has dominated business communications as much as Outlook. Virtually all CRM products tout Outlook integration. Most products gloss over the fine points of what is integrated, how it gets integrated and how easily it is accomplished. Buyer's remorse often times occurs after a user trys to convince their CRM to work with Outlook.
Legrand CRM uses an intelligent system to allow both programs to work in harmony. It approaches the process in a thoughtful, semi-automatic manner that is easy to use. Information can be sent from one to the other or synchronized between the programs. This approach eliminates "all or nothing" results. It also lets the user decide what information is appropriate to capture in the other program. The end result is a cleaner CRM database that is not bloated with unnecessary information. It also lets you tame your inbox to a manageable size.
I really appreciate how simply the Outlook integration works. Clicking on the MS Outlook button in Legrand gives you full access to all your Outlook folders on your PC. You now have direct access to all your Outlook data. Outlook contacts can be transferred into Legrand by merely right-clicking on them. Legrand contacts transfer in the same manner. In fact, all your e-mail, contact names, tasks and appointments can transfer to Outlook this way.
Legrand accommodates those who prefer to work primarily in Outlook. A simple to install Outlook Add-in lets you easily share data with Legrand. Incoming and outgoing e-mails can be selectively recorded as Activity Notes in Legrand. You only need to right-click on the information you want to transfer. You can even create Opportunities or Customer Support Incidents directly from an e-mail and automatically associate it with that client!
