Implicit FrontEnd is an Enterprise-Class Outlook integration solution which enables users to do all their CRM work from within Outlook. By offering a truly exceptional depth and breadth of integration with Outlook, Implicit FrontEnd increases productivity and CRM utilization by facilitating data entry as a natural extension of users’ daily use of Outlook.
Improve Productivity and User Adoption
- Leverage the ease of use and familiarity of Outlook to increases the adoption of CRM
- Integrate CRM work seamlessly with your daily use of Outlook.
- Automate data entry from Outlook to the CRM
Compare to SugarCRM native Outlook Plugin
Access your CRM Data Directly from Outlook
- Access, update and create CRM records: accounts, opportunities, cases etc.
- Sync Outlook native items: contacts, calendars, tasks
- Sync your custom CRM modules and custom fields
- Use either tethered mode for real-time access to CRM data or non-tethered mode
- Deploy different sync configurations for different teams
- Sync only the freshest and most relevant CRM data
- Instantly view the information you need, when you need it and take actions right from your inbox
- Instantly view pertinent CRM data upon receiving emails from customers
- View, update or create CRM records: opportunities, cases, meetings, tasks etc.
- Archive emails by dragging and dropping to any record on side-panel
- Create a quick note for any CRM record on side-panel
- View history of all CRM activities
- Create contact, lead or account from the email
- Switch between multiple email recipients
- Snooze emails to convert them to CRM action items
- Manual and automatic rule-based archiving
- Individual emails or complete email conversation threads
- Drag & drop or advanced archive to multiple CRM records
- Powerful rule-based email archiving engine
- System automatically suggests related CRM records to archive to
Rule-Based Email Archiving Engine
- Create rules to process inbound and outbound emails and perform actions:
- Archive emails to CRM
- Convert emails into CRM action items
- Rules based on: contacts, leads, accounts, email addresses, words/phrases, or email conversations
- Automatically archive to related CRM records
- Create rules to automatically convert emails from contacts or leads into action items
- Automatically create new cases from emails, and archive emails to cases and opportunities' records
- Destination records can be determined at run-time based on the specific emails or specified in the rule.
- Shortcuts to create rules based on selected messages
Email Templates and Mail Merge
- Enforce unified email templates across teams
- Utilize CRM Email templates directly from Outlook when composing / replying to customer's emails
- Merge CRM data directly with templates
- Automatically populates CRM data based on email recipients
- File attachments automatically attached from CRM
- Verify merged email before sending
CRM Action Items
- Convert your customers' emails into action items
- Never forget to respond to a customer's email again
- Increase productivity by streamlining the process of responding to customers' emails.
- Organize, prioritize and track responses to emails
- Automate the process by setting rules
- Stay on top of important customer interactions by using 'My Radar’
- Create your own custom action items lists, e.g.: web site leads, requests for quotes, support emails etc.
Centralized Administration and Configuration
- Single Sign On Using SAML and LDAP
- All settings can be configured and managed centrally by admin and published separately for each team
- Dynamic re-configuration as needs change
- Enforce corporate security policies by configuring which CRM modules can be created / modified via Outlook (in addition to native CRM permissions)
- Manage users' FrontEnd licenses
- Silent network installations of FrontEnd client
Archive Documents directly from within Word, Excel & Acrobat
- Archive proposals, quotes, contracts and other Office and PDF documents to your CRM right from within Word, Excel and Acrobat.
- No need to upload documents. Simply select the CRM record to associate with and save. We'll take care of the rest.
- Archive any desktop document to your CRM simply by selecting "Send To Implicit FrontEnd"
- Search and retrieve CRM documents from within Word/Excel
Web Browsers Integration - Access Outlook Functionality from your Web Browser
- As you work with your CRM via the Web Browser - utilize Outlook to send emails, open and reply to archived emails via Outlook etc.
- Send meeting invites via Outlook - Utilize Outlook's powerful calendaring functionality - check availability of colleagues, schedule conference rooms etc.
- Select CRM records to automatically sync and open in Outlook
- Single click to switch between viewing records in Outlook and Web browser and vice versa
Full Offline Support
- Offline access to all CRM data that was previously synced with Outlook
- Interact with CRM data exactly as you interact with Outlook in offline mode.
- View, update or create accounts, opportunities, cases, leads etc.
- Archive incoming emails or send emails and have them automatically queued for CRM archival upon re-connecting
- All changes are cached locally on your desktop and will be automatically synced upon re-connecting
Windows: Outlook 2010, 2013, 2016, 2019, Office 365
Other add-ons of interest
Outlook 365 and Sugar Integration
Make life easier by reducing the need to flip between apps. If you are using Outlook Web App, Outlook 2013, or Outlook 2016 connected to Office365 or Exchange Server 2013 then be sure to take advantage of this email and contact synchronization add-on. Smartly links emails to your Sugar records and k...