Outlook Integration

Limited end-user acceptance has historically been one of the primary factors limiting the success of sales automation deployments. If salespeople don't use the software you give them, it doesn't matter how powerful the feature are.

RightNow overcomes these limitations through tight integration with Microsoft Outlook—which your salespeople probably use every day and are already comfortable with. As a result, your entire team will be able to begin reaping the benefits of RightNow from Day One to boost their productivity and deliver a competitively differentiated customer experience.

Key features of RightNow's seamless Outlook integration include:

Email tracking and automation

With RightNow, all messages to and from every customer become part of that customer record. This makes it easy to review information and ensure that every step in the sales process is executed in a timely manner.

Automated calendar management

RightNow automatically populates each salesperson's Outlook calendar with all appointments, tasks, and reminders from RightNow's workflow automation engine—giving them one place to check for all current action items and ensuring that they conform to all defined sales process best practices.

Synchronized contact data

All contact created in RightNow show up in each person's Outlook contact database. And any entry or change made in their Outlook contact database gets replicated in the corresponding RightNow customer record. This ensures that customer data is kept up-to-date, accurate and consistent across the organization.