Siebel CRM OnDemand

Manage Contacts and Address Book

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  Manage your Contacts and Address Book

When working with team members to close sales, it's critical that every team member have access to pertinent contacts. UpShot Outlook Integration with Email facilitates this information sharing with a simple, one-click process for saving contact information from Outlook into UpShot, and vice versa.

The entire sales organization benefits from the ability to:
Fast and easy email address look-up.

Easily include Outlook distribution lists AND UpShot Edition contacts in the same email communication
  • Automatically find contacts in UpShot Edition and include them in the "TO" and "CC" lines of
    Outlook email.
  • Manage UpShot Edition contact information directly from Outlook.
  • Enter contact information once and easily exchange contact information between UpShot and Outlook.
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