With TeamScope
CRM™ for Outlook®, you
never have to leave Outlook to keep up to date on your customers.
This means no external database headaches, and no problems
when working offline. Every contact you make, every activity you
perform, every task you assign is automatically available in
Outlook. This is because TeamScope
CRM™ for Outlook® works within
Outlook, storing all customer information in the Outlook
Contact, Task, Appointment and Journal entries you use every
day!
What's in TeamScope CRM™ for
Outlook® 5.0
Here is just a sample of the many features
that you will find in TeamScope CRM™
for Outlook® 5.0:
Automatic E-mail Processing
TeamScope CRM™ for
Outlook® 5.0 fully integrates with
Outlook’s e-mail features, so you do
not have to change how you use Outlook! With TeamScope CRM, when
you send an e-mail, TeamScope CRM™ for
Outlook® automatically asks if you want to share the message
with your team through the central TeamScope
CRM™ for Outlook® folders.
Shared E-mail History folder
A full and exact copy of each e-mail is stored in the
new TeamScope CRM™ for
Outlook® E-Mail History folder. This public folder
functions like your own personal Sent Items folder, but shows all
messages for your entire team, with each individually linked to its
primary Contact and Company records.
2-Way Synchronization with your
PDA or mobile phone
By automatically synchronizing customer information
stored in the TeamSCope CRM folders with your Personal Folders in
Outlook, you can use the synchronization software provided included
with your PDA or mobile phone to maintain your CRM information when
you are on the go.
Opportunity Manager
TeamScope CRM provides a powerful set of tools to
easily manage relationships between various items in Outlook,
relationships that form the foundation of Opportunity or Project
Management. These relationships are available across all
levels in Outlook and can be tailored to suit your needs.
Outlook Cached Mode support
You can have offline performance with online updates
via Outlook’s Cached Exchange Mode and
your TeamScope CRM™ for Outlook®
public folders. Using this new mode, TeamScope
CRM™ for Outlook® is currently
supporting thousands of simultaneous distributed users
– a truly scalable CRM solution!
Secure Workgroups
Used in conjunction with Exchange public folder
security, this feature allows you to establish several independent
workgroups so that unauthorized users in one group cannot see
information in the others.
Custom forms for many business
processes
TeamScope CRM 5.0 includes many sample custom forms
including forms for customer service requests, purchase orders,
document review and vacation requests. These forms can also be
workflow-enabled through TeamScope’s
optional TeamWork Workflow™
product.
Mail Merge
You can send e-mails to thousands with TeamScope CRM
5.0’s Mail Merge feature, without
leaving Outlook!
