Advanced tip: Track your CRM tasks in Outlook, Google

The problem with following up

In the days where you kept all your appointments and tasks in Outlook or even in the online Google Apps calendar, you never missed a single follow-up, right? It was even better when your tool of choice was the leather bound appointment book. Sigh! How is it that technology has made our life so difficult?

Now we take notes in multiple places and while we sometimes end up logging twice, many a time we either not log the appointment or we miss the appointment or task because we do not remember where we logged it.

Enter CRM, and life gets more complicated!

Why complicated? Because, now you have just added another place for scheduling and following up on tasks. We had the same problem (because, we ourselves are very involved users of our CRM). For a quick primer on scheduling Tasks in Saleswah, read this. So, this is what we did.

Sync Saleswah CRM Tasks with Google Apps or Outlook: sign up for a free trial

Bi-directional sync of Saleswah CRM Tasks in Outlook

Download the free plug-in, Saleswah Lite CRM Add-in to Outlook. Sync your business contacts to Saleswah and periodically sync your Tasks from Sale

swah to Outlook. So, all Saleswah CRM tasks will now be followed up through the Outlook reminder process. No need to track tasks in different places, track Saleswah CRM Tasks in Outlook, as you do with all your tasks.

Bonus tip: sync your CRM tasks with Google Apps as well

If you are not an Outlook user and have long moved your email, contacts and calendar on the web, courtesy Google Apps, you can do the same sync- this time with Google apps. And, no download is necessary as we built this functionality within the Saleswah CRM on the web.



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