Manage Email

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Manage opportunity-related email from UpShot or Outlook

Today, email is nearly as ubiquitous a sales tool as the trusty telephone. And when it comes to email, Microsoft Outlook dominates the market. The fact is, sales reps like using Outlook to manage their emails. Until now, building a complete history of account or deal activity in your CRM system required time-consuming, error-prone "cut and paste" from email into the opportunities being tracked within the CRM solution.

Whether your salespeople prefer to work in Outlook or UpShot, UpShot Outlook Integration with Email provides seamless, bi-directional integration, minimizing the need for salespeople to switch between multiple applications. This ensures that all critical sales communications and documents are available to the entire team—increasing management visibility into the entire sales process.

Siebel CRM OnDemand—UpShot Edition provides a single process for attaching Outlook messages to your opportunities.

Single-click design streamlines selling and account management activities:

Save email (including attachments) into UpShot Accounts, Contacts and Deals with a single click.
Manage incoming and outgoing email from either UpShot or Outlook.
Designate an unlimited number of contacts or deals for saved messages.
Leverage UpShot Edition's native Communicate functionality to create target lists from within UpShot and send mass email from Outlook.
Leverage Outlook's HTML and Rich Text Formatting.
Use Outlook and UpShot in either disconnected or connected mode.

UpShot Outlook Integration with Email takes an intelligent approach to email "bloat" by ensuring that only the most critical, relevant communications are attached to UpShot Edition records.

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