SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.
Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.Microsoft Outlook Integrations
It's easy to connect Salesmate.io + Microsoft Outlook without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Triggers at a specified time before an event in your calendar starts.
Triggers when an event is added to you selected calendar.
Triggers every time a new contact is added.
Triggers whenever a new email is received.
Triggers every time an event is updated.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
Create a new contact to your Office 365 account.
Create an event directly on your designated calendar.
Send an email from your Outlook account.
Salesmate.io is a cloud computing software which integrates with Microsoft Outlook to help salespeople manage their emails and tasks. It provides features such as email management, calendar management, and reporting.
Salesmate.io integrates with Microsoft Outlook through Outlook add-in. The add-in is accessed through the standard Microsoft Add-Ins mechanism in Office 2016 and Office 365. Once the add-in has been installed and configured, it will automatically import your Outlook contacts and calendars and let you start making use of the features in Salesmate.io.
Why integrate Salesmate.io with Microsoft Outlook? The sales people who use this software save time by prioritizing tasks and keeping their inbox clean. They also get reminders for tasks and never miss important meetings.
The benefits of integrating Salesmate.io with Microsoft Outlook are:
The salespeople can use Salesmate.io when they need to, without leaving Microsoft Outlook;
They can prioritize their tasks and get real-time reminders for them;
Tasks can be set up for any time in the future, so users can keep a long list of tasks and not have to worry about missing a deadline;
The calendar integration allows users to see upcoming tasks on their calendar so they can focus on upcoming events;
The reporting top gives users a quick look at their tasks and how they are progressing throughout the workday.
In conclusion, the integration of Salesmate.io with Microsoft Outlook is extremely convenient for salespeople because it allows them to stay connected with their customers even while they are at work. The software helps them prioritize their tasks and keep track of upcoming events without having to check their personal email accounts or calendar.
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