Outlook Integration for SAP Business One the other way round : Boyum CRM For Outlook.
5 June

Outlook Integration for SAP Business One the other way around : Boyum CRM For Outlook

When Boyum made a big announcement a few weeks ago, it was suspected that the Danes had caught the „Americanisation“ bug, which is currently popular with SAP, and had been too heavy on the marketing drum.

But when I was allowed to attend the preview of the new product two days ago, I was left speechless for a moment. No - not the next one cloud - BIG DATA - Mobile - thing, was what amazed me. Rather, I have to take my hat off to the ability that someone at Boyum can obviously do something that is rare in the beautiful techie IT ERP world: provide something that is of immediate use to many, if not almost all, users.

Because if you look at the screen of an employee in a company today, you will almost always see one programme open: Microsoft Outlook. And despite the constant attempts to bury it in the media, the most widely used means of communication is still e-mail.

CrmForOutlook
Click on screenshot to enlarge

SAP Business One takes this into account by providing Outlook integration as standard. This allows contacts to be synchronised, tasks and appointments to be synchronised and emails to be stored in the ERP. E-mails can also be sent directly from SAP Business One.

Boyum has now turned the tables. In the extension to (yes what? to SAP Business One or MS Outlook), SAP Business One is prominently represented in Outlook.

CRM for Outlook enables employees in sales, support and management to execute and update important SAP Business One orders directly in Outlook. All relevant data can be accessed directly in Outlook.

Functions :

  • Business partnerManage contacts, business opportunities and activities directly in Outlook
  • Create and send emails in Outlook in the usual way, and organise them with SAP Business One records in Outlook (orders, contracts, activities, etc.), making it easier to track the flow of communication with customers
  • Jump to data in SAP Business One with a single click and save time searching for information in SAP Business One.
  • Remote access to all important information about the business partner
  • Familiar Outlook environment ensures employees can go live quickly
  • Information from UDF in SAP Business One can be displayed in Outlook
  • Besides that you can still
    • Calling contacts from Skype or Lync
    • Generate routing with Google Maps
    • Jump to the business partner's website in the browser
    • See LinkedIn profile in the menu and look it up in the browser
    • Maintain campaigns in MailChimp and add contacts to your list

The time will come in Q3 2014 and the current beta version will be released into life.

A small important detail : Boyum emphasises that the Boyum B1 Usability Package is not required for integration in SAP Business On.

© 2014 | Versino Projects GmbH

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