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Outlook Email Working With Maximizer

By Sotira Petri, F&A Director
& Ian Williams, Maximizer Specialist
Published: March 23rd, 2007
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Whatever your opinion on Microsoft, you will undoubtedly agree as to its place in today’s business. Microsoft products are part of the systems that most of us use on a daily basis, so when it comes to implementing new systems whether they are CRM or contact management systems one of the most common questions asked is "Does this system integrate with Microsoft Outlook?"

As the standard email system, Outlook is the business executive's weapon of choice in tackling hectic schedules, appointments, tasks and correspondence. With most organisations, contact lists and relationships deeply ingrained into the Outlook architecture simply using another system away from Outlook is a business turnoff. That is why Maximizer CRM software integrates into Outlook allowing users to effectively work Outlook into their CRM system.

How To Use Microsoft Outlook with Maximizer

Outlook integration comes as standard with Maximizer and Maximizer CRM.

Step 1 For Maximizer Users, Microsoft Outlook will have three buttons on the top of the main window giving options to save data to Maximizer. These icons will need to be activated in the Outlook settings for them to appear.

Step 2 Make sure that the Outlook address book is pointing to a local list to enable synchronisation

Step 3 Outlook icons are now active and new contacts can be saved in Maximizer

On activating Maximizer icons in Outlook, a user has the opportunity to create a new individual with an email address in Maximizer; save the email to the new contact or open Maximizer to view details of an existing Maximizer contact.

How to Use Maximizer with Outlook

Using Outlook within Maximizer is no different from using Outlook itself. With possibly more interactivity with Maximizer itself you have more options to use information within emails than you have in just an ordinary email application.

With Maximizer using the powers of Outlook you can view your emails and you can save them so that you can record your business transactions more efficiently. Emails can be created and saved to opportunities, contacts or as customer service enquiries.

Nomis Advice: Viewing emails in Maximizer

You can not only use Maximizer to send and save emails against relevant contacts but by hitting the email icon in Maximizer you will see a mirror image of your Outlook and from here you will be able to save incoming emails either to the contact, opportunity or customer service case.

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Contents

Using Outlook with Maximizer

Using Maximizer with Outlook

Nomis Advice: Viewing emails

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Do you want to find out more on using Outlook in Maximizer. Just give us a call on 01276 683449

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