CRM Collaboration

Integration with Microsoft Teams
SugarCRM & SuiteCRM
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Share and discuss CRM Records inside Teams’ Channels, Chats and Meetings
Record & generate Conversation logs in CRM
View and Inline Edit CRM Records directly in Teams
Initiate Conversations directly from CRM or from Outlook emails
Archive Transcripts of Customers' Meetings in CRM
Request Approval & generate Approval logs in CRM
Boost Productivity & Speed up Sales Process

Facilitate real-time collaboration with your sales team by sharing and discussing CRM records inside Teams.

Save Time & Increase Efficiency

Inline edit CRM records in real-time, natively inside Teams as you discuss them with your sales team.

Simplify and Accelerate Approval Process

Request and discuss approval with your sales manager. Capture discussion and generate approval log in CRM.

Save Collaboration logs in CRM

Discuss quotes/pricing and save as collaboration records in CRM for future reference and audit trail purposes.

Save Transcripts of Customers’ Meetings in CRM

Pin CRM records to Teams meetings, take notes and save transcripts of customer meetings in CRM.

  • Collaboration andApproval Tool

    • CRM Collaboration in Teams

    Share and discuss CRM records natively inside Teams

    • Share CRM records via Teams channels, chats, and meetings.
    • All CRM records are displayed inside Teams in their native CRM format including any custom modules, custom fields and customized views.
    • Inline edit and update records directly from within Teams without having to switch to the CRM.
    • Save conversations and generate collaboration logs in the CRM for future reference or audit trail purposes.
    • Share CRM records and start a Teams discussion directly from CRM or from an Outlook email.

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  • Collaboration andApproval Tool

    • Teams Meetings Integration

    Access CRM data during meetings with customers and save meetings’ transcripts in CRM.

    • Pin CRM records in Teams meetings (visible only to you and your team) in preparation for meetings with customers.
    • Access CRM data via Teams side-panel during live meetings.
    • Automatically archive Teams’ meetings transcripts, attendance reports, and links to recording in your CRM.
    • Save notes that you take during meetings directly in CRM.

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  • CRM Data Sync Tool

    • CRM Approval in Teams

    Request approval, capture conversations and generate approval logs in CRM

    • Obtain your sales manager’s approval before offering discounts or sending quotes to customers.
    • Share related CRM records and correspond with your sales manager via Teams channel, chat or meeting to request approval.
    • Capture conversations and the approval requests / responses and generate approval logs in CRM.

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  • Email Integration & Automation Tool

    • Implicit Outlook & Teams Integration

    Leverage the power of Teams and Outlook together to facilitate an efficient and productive CRM Collaboration for your sales team
    Implicit for Teams & Implicit for Outlook are designed to work tightly together to provide you with the best of both worlds (*):

    • Share CRM records and start real-time Teams discussions directly from Outlook.
    • Automatically archive meetings’ transcripts and the attendance reports in your CRM.
    • Automatically add related CRM records to meetings that you schedule via Outlook, so you can access CRM data during live meetings.
    • Initiate approval request via Outlook when your sales manager is not available for a real-time discussion in Teams.

    (*)  Requires Implicit FrontEnd for Outlook

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  • Opportunity Tracking Tool

    • Opportunity Tracking Tool

    Track opportunities and capture customers’ emails directly into their related records
    Track and capture your email correspondence with your customers related to opportunities. The tracking tool allows you to automatically identify the opportunity for a specific email, archive the email to the opportunity record and present information relevant to that opportunity to assist you in quickly identifying the CRM context for each email.
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  • Actionable Emails Tool

    • Actionable Emails Tool

    Convert your customers’ emails into a prioritized list of daily CRM action items
    For many salespeople, the majority of their CRM work is triggered by emails from customers and prospects. The  sheer volume of daily emails makes it a challenge to manage all the activities that originate from these customers’ emails.

     

    The Actionable Emails tool creates a new type of CRM activity called “Actionable Email”. It allows you to queue up those customers’ emails that require you to take actions such as preparing and sending quotes. You can then prioritize them in the context of their related CRM accounts/opportunities and track their progress until they are done. It helps you manage your time and ensure that no customers’ emails fall between the cracks.

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  • Sales Managers Productivity Tool

    • Sales Managers Productivity Tool

    Track & manage your sales team’s activities, adjust priorities and re-assign to other members when needed
    Keep track of your sales team activities and the actions they take in response to customers emails. You can intervene, when necessary to adjust their priorities or re-assign actions to other team members. Generate reports with valuable insight into your sales team performance & responsiveness
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    What our clients say, matters the most to us!

    Download App

    It’s easy for me to recognize a FIRST-CLASS product. This is certainly of that caliber. Everything about it is top rated. The installation was very easy. The documentation is well written, and easy to understand. Response to a technical question was answered within 2 hours... Keep up the awesome work!

    Jim KramerIT Manager

    After extensive research and evaluations, we selected Suite CRM with Implicit for Outlook integration. Without Implicit our CRM implementation would have fallen on the failed CRM projects pile. Implicit is a critical component of our technology solution for our agency.

    Joe SteeleIT Manager

    Implicit has provided tremendous improvements in efficiency. Our ability to stay focused on our email through Outlook while automatically adding our activity to SuiteCRM has allowed us to organize our communications effectively related to each customer and opportunity.

    Patrick O’HaraVice President of Sales

    The connectivity and synergy between SugarCRM and Implicit FrontEnd is about as good as one could ask for... If you're a company using SugarCRM, FrontEnd is an absolute must-have... 10/10 customer service.

    Freddy JreisatTravel Account Manager

    Implicit is a game changer when it comes to CRM interaction and is a wonderful tool for encouraging better engagement.

    Greg GibbMarketing Manager

    Implicit saves us a lot of time by enabling us to easily sync the communication or to create new CRM entries without leaving outlook. Your support is always fast and 100% targeted. Thank you!

    Henrik BeckerHead of Marketing & Sales

    Many folks at my company won't ever login to the CRM website, but they live in Outlook all day long. Now, thanks to Implicit FrontEnd, critical client data finds its way ``automagically`` to where the company can leverage its own information

    Steve SchultzConstruction Technical Trainer

    DaXtra has been an Implicit customer for the last 5 years. We use Implicit FrontEnd to drive efficiencies across our Global Sales, Account Management, and Customer Success teams.

    Terry BustamanteSales Director

    Implicit enables us to function almost as if our CRM and Outlook are one system. It has made an immediate impact on our productivity and efficiency.

    Alan MockManager, Recordkeeping Services

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