Pivotal-Outlook
Connector

Tokara Solutions’ Outlook Connector for UX provides seamless
integration between Pivotal CRM and Microsoft Outlook.

get in touch with us

Pivotal-Outlook Connector

Boost Productivity,
Drive Sales Revenue

Integrating between Pivotal CRM and Microsoft Outlook, Tokara Solutions’ Outlook Connector for UX serves as the perfect tool to manage information all in one place. The Outlook interface is used for emails and meetings. Using the Pivotal Connector for UX allows users to link Outlook items to Pivotal CRM. Linking enables you to save the Outlook items in Pivotal CRM so you can keep a track of all your interactions with your customers using Pivotal CRM.

See It for Yourself

Use Pivotal to send emails through Outlook, schedule events, and see them on your Outlook calendar.

(Drag the red vertical bar to the right to see the Pivotal-Outlook connector in action.)

Compose emails from Outlook

Have data linked directly to Pivotal

Send out meeting invites from Outlook

Have data linked directly to Pivotal

Connecting Pivotal and Outlook

What’s in it for your business?

Use Outlook for link outbound activities to your Pivotal UX deployment

Enable your sales team to use Pivotal to send emails through their Outlook account, schedule meetings and appointments with contacts/leads in their Outlook calendar, and view their Outlook calendar.

Boost Productivity

Enable your sales team to save time and produce more—accessing Outlook functionality from within Pivotal—while also eliminating the time-consuming and error-prone duplicate data entry required when CRM and email systems are not fully integrated and synced.

Drive Sales

Boost sales by giving your teams true centralized access to all of the accurate, up-to-date client and prospect contact, communication, and meeting/activity information they need to nurture and close sales—including Gmail email and calendaring functionality and details—all from within the Pivotal interface.

Improve Data Accuracy

Reduce the risk of bad data making it into your systems—potentially jeopardizing customer and prospect relationships and sales—by removing the requirement for error-prone duplicate data entry between CRM and email systems.

Strengthen Customer Relationships

Ensure your sales team is relying on the most up-to-date, accurate customer and prospect information when they communicate and interact by enabling them to access Gmail email and calendaring functionality (and associated information) from within Pivotal.

Pivotal Connector for Outlook

Features & Functionality

Outlook Email

Enable users to send emails through their Outlook account from within Pivotal.

Outlook Event Scheduling

Enable users to schedule meetings through Outlook calendar from within Pivotal.

Outlook Calendaring

Enable users to view their Outlook calendar from within Pivotal.

Outlook Tracking

Not only can Pivotal send emails through Outlook, it can track them too.