Note: To learn about synchronizing your Basecamp projects [go here].
You want your CRM system to contain accurate up-to-date customer data, yet members of your sales team increasingly use their own tools to manage day-to-day activity. Everyone they have ever emailed are in their GMail or MS Outlook.
Manually importing, exporting, copying and pasting contact information and forwarding individual emails into your CRM becomes a burden and as a result much of the important information falls through the cracks and never reaches your CRM system, decreasing efficiency of your overall sales process.
Yoxel Portal allows organizations to bridge the gap between the information in their CRM systems and the information people manage in their Google Apps and MS Exchange accounts. It enables two-way synchronization of contacts between Highrise, Google Apps, and MS Exchange as well as automatic discovery, tracking, and integration of relevant email conversations.
The cloud based approach makes the integration processes seamless, the synchronization between Highrise, Google Apps, and MS Exchange happens in background, eliminating the need for the users to use their PCs or be online at the time of each sync.
Your sales force increasingly relying on mobile and tablet devices to manage their contacts and communication will become more productive once their Google Apps and MS Exchange accounts are kept in sync with your CRM.
Yes, Yoxel Portal can also synchronize your Highrise, Google, and Exchange tasks.
