How to use Email Integration with Mobile CRM ?

How to use Email Integration with Mobile CRM ?

Email Integration with Microsoft Outlook and Power-CRM is superb in our “on the go” and mobile society. You don’t have to toggle from both applications to get your important CRM information when accessing your email; everything is tied together.

Now with the addition of Email Integration with Mobile CRM through  perfex crm setup, your company can get the most out of your mobile Customer Relationship Management solution with the following:

Geocode your CRM Data:

Automatically geocodes any CRM record with an address (adds latitude/longitude). Push records onto Heat or Detail maps.

Easily Map your CRM Data: 

Email Integration CRM data on maps. Categorize your data to show different ranges of data with varying colors of pushpins, making it easy to differentiate and analyze.

Radius Search: 

Find nearby Customers or Prospects by radius from your current location (find any record in CRM with an address.

Auto Scheduling:

Plan your days and stay productive within Perfex crm create module by auto-scheduling appointments, optimized routes, and registering the arrival with Check-In.

Easily find nearby places like airports, gas stations, coffee shops, etc., search and create a new record for nearby locations on the map in a matter of seconds.

Route Optimization: Generate optimized routes on a map using turn-by-turn navigation with Google Maps or Waze App to visit customers/prospects and register the arrival with Check-In.

Geo-Analytical Dashboards: Be it any entity, opportunity, lead, or account, They provide an easy way to visualize and analyze your CRM data.

Last Word :

Easily view concentrations of customers/prospects by creating a Heat map.

Power-CRM with Advanced Mapping CRM functionality is a fully mobile-enabled solution that automatically geocodes your data to create heat or detailed maps, allows you to perform radius searches, and optimizes driving directions. Power-CRM can be enhanced with additional add-on solutions, including Email Integration for advanced mapping capabilities.


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