Microsoft Outlook CRM Integration from Tour de Force delivers CRM and BI features directly into the software platform that your sales force is most familiar with, Microsoft Outlook. The Tour de Force toolbar is loaded directly into Outlook and the key activities that a salesperson does on a daily basis are able to be performed directly from this toolbar, reducing the time spent on administrative tasks and increasing the amount of time spent generating sales.
Our Outlook Integration features are tied to our email logging service, which provides automated logging of emails as they pass through your mail server. When you receive an email from a Contact who is saved in the Tour de Force database, our Inbox Actions provide instant access to a complete view of that customer or prospect directly from Outlook. In addition to contact information, you can access customer relationship management (CRM) and business intelligence (BI) related information such as Activities, Appointments, Email Exchanges, Open and Closed Orders, Quotes, Sales History, Support Requests/Tickets, Tasks, etc.
The Outlook Toolbar also includes Global Search, a powerful search engine designed to quickly and efficiently provide access to the Tour de Force database. The Global Search allows you to perform general or specific searches with the ability to search all fields found in the database. The Global Search also provides convenient access to your recently accessed items (Recent Items) and frequently accessed items (Favorites).
Tour de Force Outlook Integration provides quick access to many other Tour de Force features, including the Info Center, Quote Manager, Event Manager, Expense Manager, and Activity Wizard.
A key goal of Tour de Force is to increase business productivity, and one of the key ways we help you achieve that goal is by providing software solutions with Outlook Integration.
Although many features are enhanced by the integration with Microsoft Outlook, Outlook is not required to run Tour de Force software solutions. Tour de Force can run as a standalone program.
Utilizing a software solution that is so closely integrated with Microsoft Outlook drives high levels of user adoption because it reduces the redundancy that is found in many CRM and BI software solutions. With Outlook Integration from Tour de Force, a salesperson or customer service representative can perform all key tasks and activities directly through Outlook without the hassle of having to open a separate application and log their activities at the end of the day. With the Email Logging feature of Tour de Force, all email communications between a company and their prospects or customers are automatically logged, without having to CC: or BCC: an additional email address or press a button to initiate the process.
When you learn to use Tour de Force, you’re learning through an interface that you’re already familiar with, Microsoft Outlook. This familiar interface expedites the learning curve and reduces the amount of time that is spent on training. Having a system that is so easy to use delivers immediate value, which rapidly increases adoption and acceptance of the system.
With Tour de Force, you can access a complete view of a customer or prospect directly from Outlook. In addition to contact information, a user also has access to Activities, Appointments, Email Exchanges, Open and Closed Orders, Quotes, Sales History, Support Requests/Tickets, Tasks, etc.