Overview

unaric sidebar legacy name is ienterprise you may encounter both names in this documentation and while using the application unaric sidebar works with multiple crms while mostly consistent, instructions and interface may slightly vary depending on the crm you're using integrate outlook with your crm to instantly synchronize your outlook messages and calendar events your emails can be organized and associated with contacts, leads or other object or modules giving you the information you need key features m anage crm details within outlook view all relevant crm details about an email sender as soon as you open their message you can also update contact details, including custom fields, manage opportunities and cases, and switch between a contact and their associated account directly from your outlook inbox associate inbound emails docid\ cp5xhi7hjetrzxlbr4sbt link to other crm records docid\ djlhph82makemmossju8m view sender on crm docid\ p3igaeukuduv1khcji4o7 create from outlook create different crm records from outlook you can also use sidebar to help you redact emails to this end, sidebar also features ai capabilities create a contact or lead docid\ uybmihsglveysfvmip5qd compose new email docid\ ihsguyw1ghjjgeo73tmgk chatgpt tools docid\ qfxphukstvb rt35p4aym calendar panel sidebar also integrates with outlook's calendar for accessing crm information from events calendar panel docid 3t92pyhwftp6fq96btfqh use cases lead management a sales professional receives an email from a new lead or an existing contact they can immediately view all relevant crm details about the sender directly inside outlook with a single click, they can instantly save the email message to their crm the connector can also track entire email threads , ensuring all replies are automatically synced and saved under a selected opportunity if a referral comes in for someone not yet in the crm, the connector can automatically create a new lead using a combination of chatgpt ai, social media insights, and email data, all without the user having to leave outlook customer support when a customer emails with a support question, an agent can quickly and easily create a new case in their crm directly from the connector sidebar in outlook the email content and any attachments are automatically added to the case , and it is instantly assigned to the right team member, allowing for swift and organized customer service meeting preparations for scheduled meetings, users can open an outlook meeting invite, view up to date customer details for the attendees, and save the meeting directly to their crm furthermore, unlike many other tools, this crm integration for outlook works seamlessly on mobile devices this means a user away from their desk can open the outlook app on their phone, tap the connector icon, log a message to their crm , use chatgpt to research a lead, and follow up with a call or reply, essentially performing almost all desktop crm actions from their mobile device supported crms salesforce com ienterprise crm dynamics 365 zoho crm netsuite monday com crm hubspot crm