Integration of Outlook Key to Hosted CRM
eWeek | at | by Mike
Hosted CRM software providers UpShot Corp., Salesnet Inc. and Salesforce.com Inc. are each looking to solve the nagging problem of integrating Microsoft Corp. Outlook contacts, calendar and task lists with sales force automation systems. "If you're firing up a [request for proposal] or setting up a meeting, the last thing you need is to have to put it in two different places," said Lane Baysden, business operations manager at the CDI Professional Services division of CDI Corp. and a user of UpShot's namesake service.
UpShot this week will announce deeper Outlook integration that will allow messages sent or received in Outlook to be attached to the appropriate contact, account and deal in UpShot. The Mountain View, Calif., company expects to deliver this deeper integration by month's end.