Microsoft Outlook Integration Overview - Gold Vision Help Centre

Integrations

Microsoft Outlook Integration Overview

 

Gold-Vision’s Outlook integration gives you the ability to sync your favourite email tool with your CRM! Access emails directly from within Golf-Vision and track interactions against Accounts or Contacts, whenever and wherever.

 

Outlook Integration for Gold-Vision CRM

Whether you use Outlook, Office 365, or Exchange (or a mix of the three), mail server integration guarantees email and calendar synchronisation from any device. It’s likely your sales teams already have Outlook open most of the time – and that they’re pretty happy with using it. Gold-Vision’s integration means they can manage emails and appointments right from within their familiar Outlook environment, or from within their CRM – whichever is easiest for them.

Automatic sync

Set up rules on day one, avoiding confidential contacts or employees, and then sit back and let Gold-Vision do the work for you. Automatically track emails and appointments for your team against the relevant accounts in CRM, without any manual intervention.

Works on the move

Send emails, make appointments, or access previous client emails on your way to a meeting from anywhere, and on any device, with this seamless integration. Every interaction will be automatically stored in Gold-Vision, saving you valuable time and allowing you to focus on the task at hand.

One-click contacts

Remove the headache of keeping track of new contacts or leads that are introduced by email with Gold-Vision’s Outlook integration. Create new contacts and leads in CRM, or add internal emails to projects with no manual work required. Gold-Vision automatically imports or exports contacts, and even matches them with the correct account.

3 Key Benefits of our Outlook Integration

  • Calendar synchronisation – when enabled, Calendar Synchronisation forms a two-way link between Gold-Vision and Outlook Appointment creation and management, so you can see and edit your calendar across the platform of your choice.
  • Track interactions – Gold-Vision allows you to track conversations from multiple employees with a single contact or account and stores them within your CRM. This is a great tool to use if you have multiple team members working with the same customer.
  • Automatic contact imports – Gold-Vision automatically imports or exports contacts and matches them with the correct Account, so you don’t have to!

Setting up the Outlook Integration

If you are interested in setting up an Outlook integration for your business, please contact our Support Team.

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