Most modern ERP systems have features that exploit the importance of email as our primary interface with customers, vendors, and other contacts in general. We recognize that some professionals in sales and marketing lean on mail applications like Outlook to control their schedules and activities. Using the integration between Acumatica and Outlook can be a valuable tool for customer lifecycle management because of its ability to maintain a complete history of communication.
Setup Outlook Integration in Acumatica Cloud ERP
Acumatica offers several ways to add new CRM records (as Leads, Contacts, Business Accounts, Opportunities and Cases). Besides manual entry and import scenario, an integration with Microsoft Outlook allows users to manage records right from their mailbox. And for anyone who logs communication activities, this is a ‘must-have’ setup. Let us explore how to do that.