Outlook Integration

Tangible benefits thanks to Outlook integration

Communication via email is an integral part of all project- or mandate-oriented service providers. Whether with customers/cases, suppliers or authorities – business communication is anchored in emails. This makes it all the more important that this communication is available for a complete contact history in Vertec. The Vertec Outlook App with many useful functions ensures the optimal CRM connection.

• Manage incoming email and create new contacts in Vertec
• Clear presentation as activity feed with contact (email, phone, appointment)
• Email conversations grouped summarized
• Send emails directly to Vertec as an activity, including their attachments
• Fast email dispatch with Template
• Navigate directly from Outlook to relevant objects in Vertec
• Access Vertec Contact when composing emails
• Transfer calendar entries from Outlook to Vertec with one click

Ein neues E-Mail kommt rein.

Eine E-Mail Adresse erfassen mit der Outlook App. Das Adressbuch im Vertec ist verknüpft. Der Kontakt kann einer bestehenden Adresse zugewiesen werden.

Die Kontakt-Ansicht im Vertec.

Ein E-Mail als neue Aktivität erfassen.

In der Aktivitätshistorie werden nicht nur E-Mails, sondern alle Aktivitäten mit diesem Kontakt angezeigt. Dazu zählen auch Aktivitäten durch andere Mitarbeitende (z.B Telefon und Vor-Ort-Termine).

Die Historie / Aktivitätenliste im Vertec

Darstellung E-Mail in Vertec. In einer zweiten Darstellung (nicht im Bild) wird das E-Mail in der erhaltenen Formatierung gezeigt.

Anhänge in E-Mails werden in Vertec direkt mitgespeichert

Die Ansicht eines E-Mails mit Anhang im Vertec. Der Anhang lässt sich von dort aus direkt öffnen.

Neues E-Mail schreiben, die Adresse wird aus Vertec gezogen.

Neues E-Mail ist automatisch im Vertec gespeichert

How Outlook integration works

Manage contacts from incoming emails

The CRM connection of the Outlook app offers several advantages: If the email sender is not yet in Vertec, it can be added via a button. If the sender is already known, the app will display the activity feed. Emails can also be saved without an existing contact. If neither the email address nor the contact are known, there are three options:

• Create a new contact
• Save only the email
• Create contact and save email

Activity feed in the Outlook App

The Outlook app shows the activity feed of the selected contact, including the activities of other employees. You can view emails, offers, customer inquiries, and order processing.

Search for projects and addresses

Search results appear as a drop-down list. Simply tap to filter the list.

Send emails directly to Vertec

Emails can be integrated into CRM and assigned to projects. Attachment is saved and can be downloaded. Outgoing emails are also saved and can be searched by name or company of the recipient.

Dispatch emails quickly thanks to templates

Templates created in Vertec can be selected, edited, and sent in the Outlook App.

Entering Outlook Calendar Entries in Vertec

Calendar entries such as customer appointments can be entered in Vertec as a service or activity. With a button, these entries can be assigned projects, phases or service types and are shown in the sidebar after saving.