Integrate Microsoft Exchange with Agile CRM

Microsoft Exchange is a messaging server developed by Microsoft. It is an application that helps to manage and keep track of the mails sent or received by a user. Exchange stores all your mails in the database and also it keeps track of all the attachments with the mail. It also helps you to connect your mail accounts to Windows Live, Hotmail, Yahoo, Gmail and AOL. Exchange also has features like availability alerts, spam blocking, flexible storage options, offline access, free email forwarding etc.

Agile CRM is a Customer Relationship Management (CRM. and sales force automation (SFA. spution offered by Microsoft. CRM sputions are used for storing customer data and information in one place. Agile CRM provides a web interface to view the customer data easily. The customer data is stored in the database of Agile CRM and can be accessed through a web interface or Outlook integration. Agile CRM also has features like lead assignment, opportunity management, forecasting, pipeline management etc.

Integration of Microsoft Exchange and Agile CRM

There are several ways to integrate Exchange Server with Agile CRM. One way is to use Agile CRM Outlook add-in. The Outlook add-in allows you to synchronize the Exchange Server contacts directly to the Agile CRM contact list. You can use Agile CRM Outlook add-in to create new tasks from the emails received on your mailbox. It also allows you to send emails from within Agile CRM.There is another way of integrating Agile CRM and Exchange server. You can configure the webmail client in your Exchange server using the IIS (Internet Information Services. This will allow you to use Agile CRM web client for reading the mail on Exchange server. Using this method you can also configure multiple web mail clients for Exchange server and each web mail client can be used for accessing different mailboxes on Exchange server. The web mail clients can be configured with different security credentials like domain credentials, windows credentials etc.

Benefits of Integration of Microsoft Exchange and Agile CRM

• With integration between Exchange server and Agile CRM there will be better integration between Outlook and Agile CRM . The benefit of this integration is that it will help in improving productivity as most of the users use Outlook as their primary mail client.
• The other benefit of integration of Exchange server and Agile CRM is that it will help in increasing productivity as you can access both the application from one place i.e., your desktop instead of having two different applications on your desktop which will make it difficult to switch between them. Another benefit is that it will reduce the cost of training as users will not require separate training for both the applications.

Integration of Microsoft Exchange and Agile CRM will help organizations to improve productivity as they will have a single interface for managing their customer data. It also helps in reducing cost and provides better integration between Outlook and Agile CRM.

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