OUTLOOK INTEGRATION

LINK OUTLOOK TO PINNACLE CRM RECORDS

Pinnacle to Outlook

Calendar entries and emails sent from Pinnacle appear within Outlook. Any changes are automatically synchronised via your Exchange server

Outlook to Pinnacle

Similarly, any changes made in Outlook or emails sent from outlook appear within Pinnacle under the specific user linked to their Exchange account

Automatically Updated

The process happens in the background automatically without any batch upload or download delays

Multiple Devices

As your devices are linked via one single Exchange user ID you can make changes on your smartphone, laptop, desktop, or web account

Four-way Outlook Integration

4 Way Integration, Bi-directional calendar sync so that customer follow up appointments can be seen in the Outlook calendar and appointments can be viewed in the Salespersons CRM diary, both Inbound & Outbound email is connected to CRM customer records, CRM records are updated with Outlook Contact changes and Email lead processor will convert incoming email enquiries into sales and service leads within the CRM so that they can be managed in the same way as other integrated leads.

We all work with multiple devices and applications – DMS throughout the day, whilst always being on your laptop, and your smartphone

You need information across each device, without duplication. Our solution allows you to have all CRM information across all devices and intuitively exchanges information to and from Pinnacle.

Contacts

A standard view – contact information, such as name, email, postal address, and your customers LinkedIn profile image. All information is passed back from Pinnacle.

Customer Contact History

Email sent outside Pinnacle, and automatically add to that customer’s record as a Contact History entry – full details of the email, with attachments, for you and your colleagues to review.

Grayhams supports entrepreneurs in the automotive sector thanks to the application of the leading and future oriented Pinnacle DMS.

Grayhams is the exclusive dealer of Pinnacle, the innovative DMS for the automotive industry.