Implicit's deep integration with Microsoft Teams turns it into an efficient and productive CRM collaboration platform. It enables you to share and discuss CRM topics related to your sales funnel and marketing activities. You can access and inline edit CRM data directly from Teams channels, chats, and meetings as well as keep records of Teams conversations, approval logs, and meeting transcripts in SugarCRM.
Boost your Productivity and Speed Up your Sales Process
- Share and discuss CRM records in Teams channels, chats, and meetings
- Inline edit CRM records right from within Teams
- Share records and initiate Teams discussions directly from SugarCRM or Outlook emails
- Save important conversations and generate collaboration logs in SugarCRM for future reference or audit trail purposes
- Request approval, capture conversations, and generate approval logs in SugarCRM
- Access CRM data during meetings with customers and save meetings’ transcripts in SugarCRM
Teams Meetings Integration
Access CRM data during meetings with customers and save meetings’ transcripts in SugarCRM.
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CRM Approval in Teams
Request approval, capture conversations, and generate approval logs in SugarCRM
- Obtain your sales manager’s approval before offering discounts or sending quotes to customers
- Share related CRM records and correspond with your sales manager via Teams channel, chat, or meeting to request approval
- Capture conversations and the approval requests / responses and generate approval logs in SugarCRM
Implicit Outlook & Teams Integration
Implicit for Teams & Implicit for Outlook are designed to work tightly together
- Share CRM records and initiate Teams discussions directly from Outlook
- Automatically archive meetings’ transcripts and the attendance reports in your CRM
- Automatically add related CRM records to meetings that you schedule via Outlook, so you can access CRM data during live meetings
- Initiate approval request via Outlook when your sales manager is not available for a real-time discussion in Teams
(*) Requires Implicit's Enterprise-Class Outlook Integration
Watch Implicit for Teams Overview Video:
