Members Only ties your Inbox to your CRM with Outlook Link
Friday, October 15, 2010
(Members Only Software, Inc.)
Members Only Software has announced the availability of the Outlook Link
Sp10. The Members Only Outlook Link allows you to utilize your
Members Only email addresses directly from Outlook, dragging addresses into the
To:, CC:, and BCC: address fields. The plug-in places a Members Only tab on the
Outlook ribbon that gives you direct access to your members Only contacts while
you are working in Outlook.
The link allows you to access your contact
information in a variety of ways: by looking up an individual name, or by
selecting from a display of all the people in an organization, a workgroup, a
mailing list, or a meeting roster. Members Only Software CTO Jochen Heyland says
"The biggest benefit of this link is for the top leadership of your
organization, who probably spend far more of their day in Outlook than in your
CRM."
But the real payoff of the Outlook Link is that it
creates a one-click pathway for turning the information that arrives in your
inbox into organizational knowledge. Just click on Save as Contact Log button
that appears in the Outlook ribbon, and the email will be attached to the
sender's record in your Members Only system. The email is entered into the
Members Only contact log with todays' date -- the subject line becomes the
headline of the log entry.
"This was the real winner in our office" said
Members Only president Michael Stein. When one of us receives a request from a
user by email, we can put it in the CRM where it belongs with a single
click. We built a custom add-on for our own use, to create a service
ticket instead of a contact-log entry. I think we've just scratched the surface
of what we can do with this tool."