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LinkPoint Vue lets users view, update and access their CRM information from within Microsoft Outlook. | |||
LinkPoint Vue connects your CRM application to Microsoft Outlook solving the frustration many reps experience by using two separate applications. It saves time and increases CRM adoption.LinkPoint Vue appears as a side-panel within your Outlook window. Reps can instantly view the CRM Contact information for each person who sent an email.* Quickly view Opportunities, Cases, Notes, Tasks and Events related to the sender.* View, Edit, or Create a new Account, Contact, Lead, Opportunity, or Case directly from the LinkPoint Vue panel within Outlook, with the click of the mouse button.* Click-to-record the email right into a contact, lead, opportunity or case.* Create a case directly from the email* Click-to-dial a phone number using VoIP telephones like Skype or Vonage* View other data besides your CRM data – like Social Networks, data aggregators and soon internal corporate systems.* Get maps and directions to the contact’s address with just a click. | |||
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Why it’s Useful: | |||
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Reps save a lot of time that used to be wasted | ||
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CRM adoption is much higher because LinkPoint Vue tightly integrates the CRM system with Microsoft Outlook | ||
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Solves the disconnect that existed between Outlook and CRM systems | ||