Setting up NetSuite for Outlook

There are many people who want to know how to setup NetSuite for Outlook. This is a great software that is created for all business owners. This program allows you to combine the NetSuite Customer Relationship Management (CRM) system with the Microsoft Outlook. As the result, you are going to promote the sales productivity in your company.

You can also maintain effective communication with your customers, contacts, and some other partners easily. There are several easy steps that you should follow, so you can synchronize your CRM system with your Microsoft Outlook application.

1. Synchronize all emails

This is the first benefit that you can achieve from the NetSuite for Microsoft Outlook software. This application is able to synchronize all emails from your Microsoft Outlook to your CRM system easily. The synchronization process doesn’t take too much time. You should flag some emails with “shared” button, so you are able to share your emails from Outlook to NetSuite software. It is not difficult to transfer some emails from one software to another application easily. You can move all personal information, including email address, city, state, and some other important information easily.

2. Attach the calendar items and other scheduled tasksĀ 

Some people want to attach their scheduled tasks or calendar items to their NetSuite account. It is important to connect your Microsoft Outlook with this amazing application. This is the first step that you have to do properly. After you are ready with this connection, you are able to transfer all data, files, calendar items from your Outlook to your NetSuite CRM system easily. This feature is very important for all business owners who have a lot of daily business activities. If you want to improve your business performance, you have to include all scheduled tasks for your employees to your NetSuite system.

3. Manage the contacts in both software

This is another benefit that you can get after you setup a connection between your NetSuite app with your Outlook. The synchronization process becomes very important during this process. You have to make sure that all information is copied from your Microsoft Outlook system to your NetSuite CRM system. In some cases, you may need to move some personal information or company’s information manually. You have to learn more about how to setup the Netsuite for Outlook. There are some cases when you notice some conflicts. These conflicts should be eliminated by adjusting the rules for both applications that are NetSuite and Microsoft Outlook.

Those are several useful tips on how you can connect your NetSuite with Microsoft Outlook easily. This connection is able to improve your productivity in your company. You are able to manage all important aspects in your business easily. There are many benefits that you can get from this software. You can also visit its official website to learn more about the Outlook integration for the NetSuite CRM software. There are some useful tips that you can follow, so you can install the Netsuite for Outlook easily and quickly without any problems.
 

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Brooke Nelson is the Lead Author & Editor of NetSweets. With more than 20,000 customers, NetSuite is a fascinating platform! It is the major player in ERP, CRM, and ecommerce.
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