Outlook Add-In for ClientSpace Drives Increased Productivity
Posted by Randy Wadle on Wed, Sep 09, 2009 @ 03:29 AM
It has been almost 9 months since the first production release of the Microsoft Outlook Add-in for ClientSpace. The initial release took far longer to complete than expected but was released to production in January 2009. Typical early release issues and bugs, primarily surrounding Exchange and Citrix platforms, have been corrected and the interface is providing significant productivity increases in the handful of clients that have fully adopted.
If your employees are like most "knowledge workers", they spend most of their day with Microsoft Outlook open on their computer. They are checking emails, using their contact list and calendar all day long. Many of these users are also using a mobile device that synchronizes with Outlook.
The Outlook Add-in enables these mobile knowledge workers to interact with ClientSpace data without ever logging into the system.
Sales personnel can manage contacts and send and receive email to/from contacts directly in Outlook seamlessly synchronizing this important data to the ClientSpace database. If the user is synchronizing their Outlook with a mobile device, they can add or edit contact information from the device and have that data synchronize up to ClientSpace.
Service and operations personnel spend a lot of time managing client service cases and tasks within ClientSpace. Their Outlook inbox is typically pretty busy with email sent from ClientSpace notifying them of cases or tasks that have been created or edited in the system. The Outlook Add-In enables users to open cases and tasks directly from the ClientSpace generated notification email thereby eliminating the need to login to the system and find the record to respond, re-assign, or resolve the item. This integration can be easily hooked to any ClientSpace workflow notification such as new workers' compensation or unemployment claims, client terminations/activations, or WSE hires/fires.
Additionally, emails that are sent from client contacts or employees can be quickly turned into a new case or task all from a mouse click while reading the Outlook email.
Bi-directional Outlook calendar synchronization is coming soon (December 2009).
Visit http://netwisetech.com/products/outlook/ for more information.