Leverage the Power of CRM Without Leaving Microsoft 365

April 29, 2021 | 2 minute read
Mary Correnti
Product Manager, Oracle Sales
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One of the main sources of frustration for digital sellers today is the tools they’re given to get their job done.

In a recent study by Oracle and Beagle Research Group, 55% of sales reps responded that their tools are too manual and poorly integrated, while 72% said they’re constantly switching between three or more windows or tabs to access the information they need to make a sale.

At Oracle, we want to alleviate some of this frustration by equipping reps with the tools they need to maximize their efficiency and productivity. We carefully design our Oracle Sales products to align with how sellers like to work. We empower reps to work from the systems and devices they already use, giving them a simple path to access and update CRM data.

The Oracle Sales Add-In for Microsoft Outlook 365 is a perfect example.

We know that sales reps already spend a significant portion of the day in their email application, so why not enable them to do more from it? By leveraging the add-in, reps can access and update their CRM directly from Outlook 365. Without leaving their email, sellers can:

  • Make quick edits to opportunities, tasks, and records in Oracle Sales.
  • Schedule meetings and log notes.
  • Respond to emails with a complete side-by-side customer 360-degree view.
  • View a contact’s top connections and relationships to guide prospecting efforts and much more.

The add-in works with the Outlook web interface, Outlook for Windows, and Outlook for Mac. And it’s completely free for Oracle Sales customers.

To learn more about the add-in, watch this short video.

Ready to get started? Want more information? We recommend the following resources:

Mary Correnti

Product Manager, Oracle Sales

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