Seamless, intuitive and customizable Outlook integration for SugarCRM with powerful AI-capabilities. Access, update, and manage CRM records without leaving Outlook. Get valuable AI insights into your customer engagement including emails and meetings in Outlook, Teams and in CRM records. Quickly review key discussion topics and drill down to find corresponding emails. Share AI Insights via SugarCRM, enabling team members to catch up on ongoing conversations without having to review entire email threads or attend every meeting.
Overview
Implicit for Outlook AI is an enterprise-class CRM Outlook integration combining a simple and intuitive user interface with powerful AI capabilities. It provides full access to all CRM records without having to leave Outlook.
Outlook Integration Functionality
- Browse, view, update and create CRM records in real-time directly from Outlook
- Archive emails to CRM records
- Automatically bring all your customizations to Outlook
- Keep Outlook and your CRM in Full Sync
AI Functionality
- Summarize long and complex email threads from CRM records or from Outlook
- Extract list of key discussion topics, and drill down to review the corresponding emails.
- Drive smarter customer engagement by utilizing AI sentiment analysis to detect customers’ emails tone and highlight customer satisfaction or red flags.
- Summarize customers’ meeting, highlighting important discussion topics and follow ups
- Save and share AI insights via CRM
- Ideal reporting tool for sales managers to review customers’ engagements.
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