DESKTOP AND MICROSOFT OFFICE INTEGRATION
Web-based CRM information must be easily shared with desktop productivity applications to empower staff with the tools and software programs they are familiar with. Aplicor supports simple, seamless and direct integration to Microsoft's Office suite of products and various other popular desktop applications such as Adobe's PDF writer.
DESKTOP INTEGRATION BENEFITS
- Native integration with Microsoft Word, Excel and other office software products for seamless desktop integration
- Bi-directional wizard-driven importing and exporting with Excel for easy data transfer
- Mail merge integration for easy personalized document production
- E-mail merge supports easy-to-do e-mail distributions
MICROSOFT EXCEL INTEGRATION
Microsoft Excel continues to dominate as the world's market leading tool for spreadsheet and extended desktop analytics. Many users are familiar with this tool and prefer to conduct detailed CRM analysis in an 'offline' mode. For this reason Aplicor supports direct and native integration to Microsoft Excel throughout the application.
Data from Microsoft Excel can be directly imported into the Aplicor system. Using a simple wizard-driven data mapping tool, existing account lists, contact lists, opportunities or even activity logs can be imported directly to Aplicor. Additionally, data can be exported from Aplicor directly to Excel. Aplicor allows you to define custom data views in order to define just the precise information that you want to export. A simple one-click selection process allows user-defined information to be exported directly into Excel (or a comma delimited file if desired). This one-click integration assures you always have readily available access to the information you need with your chosen productivity tool.
Aplicor provides a suite of sophisticated online analytical tools including a series of Online Analytical Processing (OLAP) data warehouses. Aplicor provides two direct methods to integrate data warehouse information with Microsoft Excel. First, OLAP data warehouse reports can be directly exported to an Excel worksheet for simple analysis. Secondly, for more sophisticated Excel users the actual OLAP data warehouse cubes can also be exported from Aplicor to Excel and presented as Pivot Tables. Pivot Tables are popular tools in Excel to support extended local multi-dimensional analysis.
MICROSOFT WORD INTEGRATION
CRM information, including customers, contacts, activities and sale opportunities, is easily integrated and exported to Microsoft Word for single transaction or mass production of documents.
The Aplicor mail merge function integrates with Microsoft Word to automate the creation of form letters, envelopes, labels, faxes or other types of custom documents. CRM information is selectively integrated with Word documents for personalized mass production.
OUTLOOK INTEGRATION
Aplicor provides the industrys most comprehensive and flexible synchronization tool to Microsoft Outlook and Microsoft Exchange. This enables you to exchange and synchronize e-mails, tasks, activities and calendar appointments on a user-defined basis and with one-click processing.
Email synchronization supports the complex Outlook environments used by the most sophisticated Outlook users including multiple email folders, multiple calendars and multiple task lists. Each folder can be independently mapped to its desired synchronization destination.
ADOBE ACROBAT INTEGRATION
Adobe's Acrobat Reader dominates the market for "Preformatted Document Format" (aka PDF) files. Aplicor supports direct integration to Adobe PDF for customer and related exports and well as queries and reports. Aplicor's comprehensive library of reports or user-defined ad-hoc views can be directly formatted to PDF documents for quick e-mail or electronic distribution.
Microsoft, Outlook, Excel, Word and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/ or other countries.
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