Hi,
We're currently exploring ways to integrate Outlook with our Quickbase CRM to make it easier for our Account Managers to log and track client email communications.
Previously, we used Salesforce, which offered an Outlook integration that allowed users to select an email directly from their Outlook inbox and choose which Salesforce record (Account, Opportunity, etc.) they wanted to associate that email with. This made it easy to log relevant client communications without having to manually enter the information into the CRM.
In SF, their integration allowed:
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Click an option such as "Log to Salesforce"
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Search for and select the appropriate Account and/or Opportunity.
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Save the email, including its subject, sender, date, and body in the Account or Opportunity.
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Have the logged email automatically appear under the selected Account or Opportunity
Our goal is to allow users to selectively log emails and determine which records they're associated with, rather than automatically logging every email received from a particular contact. Any insight would be appreciated!
