I’m trying very hard to sell our organization on using the Acumatica CRM we already paid for but they have disputed everything I suggest all because there is no Outlook or Calendar integration that can be used by our Inside Sales Team to schedule appointments for our Sales Managers in the system. They need to be able to book an appointment for one of our Outside Sales Managers by looking at their availability and having it go straight to their work email and calendar. Does anyone have any suggestions! I do not want to have to purchase another CRM.
Answer
Looking for a way to integrate Acumatica CRM with our Sales Team Outlook Calendar to book sales appointments for them
Best answer by Tara H
hi
I also suggest that, if you haven’t already, please check out and add comments to the existing CRM Product Idea for this: CRM Calendar View for Events, Activities and Reminders | Community It is not currently on our roadmap but is a highly supported idea we are leaving open so that we can evaluate it as soon as we have bandwidth.
Let’s chat and figure out a path forward so you can maximize your CRM investment!
Best,
Tara
hi
I also suggest that, if you haven’t already, please check out and add comments to the existing CRM Product Idea for this: CRM Calendar View for Events, Activities and Reminders | Community It is not currently on our roadmap but is a highly supported idea we are leaving open so that we can evaluate it as soon as we have bandwidth.
Let’s chat and figure out a path forward so you can maximize your CRM investment!
Best,
Tara
Happy CRM'ing! -Tara (Acumatica Technical PM-CRM)
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