CRM Integration for Entourage
- Running Microsoft Entourage on Mac OSX?
- Looking for CRM integration for Entourage?
- How would you like to integrate Entourage with Salesforce, Microsoft Dynamics CRM, Oracle CRM, Sage, SugarCRM and others?
Read this article to see how Riva Integration Server from Omni now delivers server-side integration and interoperability between Microsoft Entourage 2008 for Mac, Web Services Edition, and over 12 of the leading CRMs. You can read the official media release. Contact Omni if you would like to receive more information or a price quote. Go here to see Entourage CRM integration demo videos or you can view the videos on YouTube.
- Entourage 2008 for Mac, Web Services Edition
- Entourage 2008 - Exchange Account Configuration
- Entourage 2008 - Advanced Exchange Account Settings
- CRM Calendar Integration for Entourage
- CRM To Do Item Integration for Entourage
- CRM Account and Contact Integration for Entourage
- Riva SmartConvert - Drag-and-Forget CRM Email Archiving
- CRM Opportunity Integration for Entourage
- Omni ConnectBar - Automatically Opens CRM to Edit Opportunity
- Riva AssignTo - Archive an Email to a CRM Opportunity
Entourage 2008 for Mac, Web Services Edition
Riva Integration Server to integrate Entourage with your CRM, you will need to have installed and configured Microsoft Entourage 2008, which comes bundled with Office 2008 for Mac (Business Edition), and upgraded to the latest version Microsoft Entourage 2008, Web Services Edition.
And, of course, you will need Riva, an Exchange account and a CRM account on one of the Riva supported CRM systems. The only consideration for the configuration of your Exchange and CRM accounts is that the email address associated with these accounts need to match. Riva links these accounts based on the email address rather than on the login names. With this in place, you are able to benefit from Riva's server-side, transparent, bi-directional integration of emails, appointments, tasks, contact list entries and CRM data – no Entourage plug-ins required!
Entourage 2008 - Exchange Account Configuration
You will need get the following information from your email administrator:
- Your email address
- Your account ID
- Your domain
- Your password
Entourage 2008 - Advanced Exchange Account Settings
- Search base settings
- Exchange server address
- LDAP server address
CRM Calendar Integration for Entourage
You can now view and edit these CRM contacts, tasks and appointments directly from within Entourage. Any changes made to an item will be automatically synched back to the CRM based on the interval defined by your Riva administrator. This interval can be configured from once a minute to one a day. If you have existing contacts, appointments or tasks that you want to have synched up to the CRM, all you have to do is assign the "CRM" category to them and they will be automatically synched up to the CRM.
Entourage alerts and reminders will continue to work as you would expect them to – even for the new CRM calendar items that are now visible in Entourage.
CRM To-do Item Integration for Entourage
Again, all you have to do is make sure you have assigned the "CRM" category to each To Do item you would like to sync to the CRM. The sync is bi-directional, so if you update a To Do in the CRM or Entourage, the update will be reflected in both applications.
CRM Account and Contact Integration for Entourage
When you compose an email and start typing a recipient's name or email address, Entourage will auto-fill the "To:" field in your email, based on the CRM leads and contacts. This will save you time from manually cutting and pasting information from your CRM.
Riva SmartConvert - Drag-and-Forget CRM Email Archiving
Riva completely automates this process. You simply need to Alt-drag an email into the Create Email folder in Entourage and, if the information isn't already available in the CRM, Riva will automatically create the account in the CRM (based on the domain name of the address), assign the individuals listed in the "From, To, CC, and BCC" fields as Contacts (first name, last name, email address), and create a new CRM opportunity, quote or case automatically (the email subject will be the title and the email body will be copied to the description field). And it's all transparent to you. You drag the email into the folder, Riva does the rest of the work for you!
Sales and support staff who have Riva CRM Integration report that they save up to 1 hour per day through Riva's SmartConvert folders and sales process automation. Riva helps deliver significant time savings – time that can be spent on extra support and strategic sales initiatives.
CRM Opportunity Integration for Entourage
Another one of Riva's advanced options is to automatically add a folder in Entourage to view and manage CRM Opportunities, Cases and Quotes. By clicking on the folder, you will see all opportunities, cases and quotes that have been assigned to your account in the CRM (based on the number or date range limitations your Riva administrator has applied).
By clicking on an opportunity, you open the "summary view" that provides the same summary information you would see in the CRM. Click on the Riva ConnectBar "Review" or "Edit" buttons and the Omni ConnectBar automatically opens the record in the CRM for you to review or edit. You don't need to manually open the CRM, click the Opportunities tab, search for the opportunity, click to open it, click to edit it, etc. You just need to click the ConnectBar and Riva automates the rest!
The SmartConvert folders and Riva ConnectBar provide quick and easy access to manage and update CRM opportunities directly from Entourage.
Omni ConnectBar - Automatically Opens CRM to Edit Opportunity
Riva AssignTo - Archive an Email to a CRM Opportunity
Simply Alt-drag the email to the respective Opportunity folder under the "Assign To" parent folder in the Entourage folder list view. Your administrator will have configured the number of opportunities that appear here based on a specific number of opportunities or a date range to only allow those opportunities that have been "active" within the time period to appear. This "Assign To" process is the same for opporunities, quotes, cases and orders (depending on the CRM).
Are you an Entourage user who is interested in using Riva Integration Server for Microsoft Exchange to enhance your sales and support processes? Have your Exchange administrator contact Omni for a demo or quote.
Other Useful Links:
- View supported CRMs for Entourage 2008 »
- Register to download Riva Integration Server »
- Download Office 2008 for Mac »
- Download Entourage 2008, Web Services Edition »
- View Entourage CRM Integration press release »