Swiftpage, a provider of integrated marketing and CRM solutions, today unveiled a new add-in to its Saleslogix CRM solution that embeds the functionality of Saleslogix into Microsoft Outlook 2010 or newer versions.
Titled the Saleslogix Xbar, the add-in enables users to access their most important Saleslogix information and functionality through a context-aware window that is docked within the Outlook interface. When a contact is accessed in Outlook, the Xbar instantly displays key information, activities, and opportunities for that contact stored in Saleslogix.
A wide range of information and activities can be accessed, including interaction history, follow-up action items, leads generated from e-marketing campaigns, opportunity management, and more. Users can freely work with and modify the Saleslogix information, taking actions and updating the information as necessary, all from within Outlook without ever losing sight of their inboxes.
Users can also quickly create entirely new contacts, accounts and opportunities through the Xbar. This can often be done by dragging and dropping existing information from email into the Xbar interface.
Contact, calendar, and interaction history changes made in Xbar automatically update within Saleslogix in real time, ensuring other team members can immediately see and access the updated information.
The Saleslogix Xbar is the next major milestone in an overarching product and business strategy Swiftpage has titled "Your CRM Inside." The strategy is designed to help customers maximize employee adoption and usage of CRM in their daily work.
As a major part of this strategy, Swiftpage has continued developing a data interchange standard coupled with an adaptive architecture for Saleslogix. Combined, these enable third-party applications and devices to exchange information with the solution.
"The trend we're seeing in the market right now is that although many companies have implemented competing CRM solutions, actual adoption and usage among employees often remains low. We've made it a top priority to help companies solve this challenge, and the ‘Your CRM Inside’ strategy is one key piece to making that happen," said Lorcan Malone, general manager and senior vice president at Saleslogix, in a statement. "With Your CRM Inside, our goal is to give users all the benefits of Saleslogix but with minimal complexity, maximum flexibility, and a far lower learning curve."
Swiftpage acquired the Saleslogix solution, along with ACT! and a non-profit CRM product, from Sage in Febriary 2013 for $101.2 million.
The Saleslogix Xbar for Outlook will be available to customers as a pre-release beta in May. General availability will be in June. It will be offered as a complimentary new feature add-in for all North American users of Saleslogix 8.0 and Saleslogix 8.1, including both cloud-based and on-premises deployments, and those who are active support subscribers. International versions are planned for release in the coming months.