• February 3, 2014

Salesnet to Preview Excel Add-In

Salesnet, a customer relationship management (CRM) software and professional services company, late last week introduced a Microsoft Excel Add-in for Salesnet CRM.

The Excel Add-in is the third in a series of Microsoft Office Add-Ins. The others have included Microsoft Word, released in July, and Microsoft Outlook, released in June 2012.

Salesnet will make the Excel Add-In preview available for download on February 17. The Add-In will replace the existing Record Update Tool and bring new functionality to Salesnet CRM.

Users will be able to download records from Salesnet CRM into Excel, update entire records or individual fields, then send the modifications back to Salesnet with the push of a button. The new Add-In also enhances custom report creation.


CRM Covers
Free
for qualified subscribers
Subscribe Now Current Issue Past Issues