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You could make an outlook/excel add in. Sales people live in those two apps. Without that you are battling to be that “second screen” as you mentioned and sales
by SignalM 3y ago
You could make an outlook/excel add in. Sales people live in those two apps. Without that you are battling to be that “second screen” as you mentioned and sales folks aren’t generally tech savvy enough to “go it alone” on your solution vs the status quo. Looks nice though good luck!
- ucarion 3y agoAn Outlook/Excel add-in is a great idea. Something that lets you peek at CRM data related to a person/company, you mean? We support syncing Outlook email/contacts into Okapi. Definitely agree that outside of tech, Microsoft's stack is predominant.
- noleary 3y agoOh this is a cool idea. We've considered working on a chrome extension to help sales people pipe data into our product, but we haven't thought surfacing CRM data to salespeople in other apps.