Outlook Integration

Link Outlook to Pinnacle CRM Records

Pinewood DMS to Outlook

Calendar entries and emails sent from Pinewood DMS appear within Outlook. Any changes are automatically synchronised via your Exchange server

Outlook to Pinewood DMS

Similarly, any changes made in Outlook or emails sent from outlook appear within Pinewood DMS under the specific user linked to their Exchange account

Automatically Updated

The process happens in the background automatically without any batch upload or download delays

Multiple Devices

As your devices are linked via one single Exchange user ID you can make changes on your smartphone, laptop, desktop, or web account

Manage your sales activity with Outlook Integration

Pinewood DMS is synced with Outlook, giving your sales executives the ability to automatically link their Outlook contacts with the CRM diary. Customer records are automatically updated following any inbound or outbound email activity, ensuring contact history is constantly up-to-date within your CRM database.

Pinewood DMS combines and records diary appointments from across devices, providing greater transparency of customer communications and enhanced manageability for sales executives. Set reminders from your Outlook diary based on appointments created.

Email conversations automatically sync with Pinewood DMS, making any conversations with customers available within their contact history. This eliminates re-keying information into the DMS, whilst helping other users to manage the customer relationship.

Pinewood DMS allows you to synchronise your Outlook contacts with those in your customer database, providing you with a consistently up-to-date source of personal information, via a single contact list. Pinewood’s Outlook Integration combines and updates your diary contacts across all devices.

Import details from your online vehicle website enquiries directly into Pinewood DMS, allowing you to effectively manage these through our DMS or Showroom system. Accurately measure the quality and outcomes of enquiries, whilst preventing any leads from getting lost.

Work from multiple devices, managing sales activity efficiently, without duplication. Our solution allows you to access CRM information across all devices and intuitively exchanges information to and from Pinewood DMS.

Contacts

Contact information, such as name, email, postal address, and your customers LinkedIn profile image are interlinked with Pinewood DMS – seamlessly updating your CRM records.

Customer Contact History

Email communications are automatically added to the customer record as a contact history entry. This presents full details of the email, with attachments, for you and your colleagues to review.

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