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Software updates

Latest simPRO update: The new simPRO and Microsoft Outlook integration. It was meant to be.


by Elfie Tan
August 31, 2017

Our latest update to simPRO includes a much-requested feature from our Ideas Portal: an integration between simPRO and the latest web and desktop versions of Microsoft Outlook!

Save time with the Microsoft Outlook integration

Thanks to user votes in the simPRO Ideas Portal, our new integration with the latest web and desktop versions of Outlook will save you time and streamline your processes.

If you choose to integrate Outlook with simPRO, all communication with your customers can be easily recorded, as you can save the email to customer cards, leads, quotes and jobs in simPRO – without even leaving your Outlook screen.

When you receive an email in Outlook, simPRO will check their email address against your existing simPRO records. If the address is recognised, you’ll have the option to save the email to the relevant customer record as needed.

That means all your employees can easily view all communication for particular customers, leads, quotes or jobs, creating a smoother experience for both your customers and your employees, and preventing any potential disputes thanks to thorough record-keeping.

If simPRO doesn’t find someone’s email address in your system, you’ll have the option of easily adding them as a new lead or customer in simPRO with some fields already filled out for you, saving you heaps of time!

Currently integration is not available with Outlook Calendar, but we are working towards this in a future release.

 

Active Electrical price files now available to import - currently New Zealand only

Our latest update - currently available to our New Zealand clients - allows you to easily import Active Electrical price files directly into simPRO. Product names, prices and descriptions are already categorised and easy to find when you need them most.

This means less time spent formatting individual price file spreadsheets, and more time focusing on what matters to you and your business.

Author


PR & Communications Advisor of simPRO. Former journalist turned marketer, hails from the land of terrible weather and mushy peas.

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