The next big thing from Boyum IT

DisclaimerBoyum IT can not be held responsible for the correctness, completeness orquality of the information provided today as this software is subject to furtherdevelopment and changes.

Presenter: Naama Aharoni – Global Enablement Manager

B1 CRM for OutlookImprove your CRM capabilitiesWith CRM for Outlook Boyum IT presents a CRM cockpitin Outlook that gives you all the info you need to handleCRM effectively

Presenter: Naama Aharoni – Global Enablement Manager

Install CRM for Outlook in 3 easy clicks• Click on setup• Click the install button• Open an activation email to activate automatically

Available for MS Outlook 2010 and 2013

Installation

You can directly from MS Outlook:• Show data from SAP B1• Edit data of SAP B1• Jump to data in SAP B1• And much more

With CRM for Outlook

Functionalities

Show data from SAP B1

CRM for Outlook looks up the email in SAP and shows all essentialBusiness Partner data related to the contact

Update Business Partner information and add contacts in SAP B1 directly from MS Outlook

Edit data from SAP B1

All the green arrows indicate where you can jump directly to relevant data in SAP B1

Jump to data in SAP B1

With a single click you can:• Access partner website• Call contacts on Skype• Lookup address in Google Maps• Lookup and show Business Partners• Available for OWA (Outlook Web App)

More function

Basic Outlook functions available directly from the CRM ribbon

Option to select your own shortcuts and buttons

Show data from SAP B1

BP data

Timeline for reason activities

• Live information directly from SAP B1• Click and go directly to the selected information in SAP B1• Edit and update data directly in SAP B1

Business Partner & Contact Person Information

Business Partner & Contact Person Information

Choose user defined fields and show them in B1 CRM

Business Partner & Contact Person Information

Get a quick overview of your customer

Work more efficiently:

Watch customer actions directly in OutlookJump directly to open SAP B1 sales orders, invoices, activities ect.

Customer Actions

Link emails to a e.g Sales Order or an A/R Invoice to ensure you have all the information on each activity tracked

Track and Connect

Business Partner & Contact Person Information

Additional functions with one click:

• Access partner website• Call contacts on Skype• Lookup address in Google Maps

Link to data in SAP B1

Edit data in SAP B1

Other features

Future planned functionality• Upgraded ribbon with new functionality

• Personal ribbon • Integration to Boyum Pack features

• B1 Time Task• B1 MailChimp• B1 Print & Delivery• SQL Report

• Integration to Zendesk• Integration to Social Media• Read-only version for MS Outlook Web Access• CONTINIOUSLY NEW FUNCTIONS BASED ON YOUR FEEDBACK

Roadmap

Any questions?

Thank you for your attention