You dedicate a significant portion of time to managing your contacts through follow–up emails, e-introductions, and even surfacing new contacts discovered throughout your pursuit of the next big project. Due to this, it’s safe to say the business contacts you’ve developed throughout the timespan at your firm has likely grown exponentially when you factor in your Outlook inbox. In fact, the total number of business and consumer emails sent and received per day is forecasted to grow to over 347 billion by the end of 2023 (Radicati Group).
What happens when one of those contacts moves firms, introduces you to someone in a different region, or you find yourself needing to reach them on their direct line and not the conference number where you were introduced? You’ve likely heard the old adage “work smarter – not harder”, it just became a no-brainer to take advantage of the business data that’s in your email with Unanet CRM by Cosential for Outlook’s latest Contact Management feature; now helping you grow contacts and stay up-to-date with absolutely no effort.
Your Contact Management feature in Unanet CRM for Outlook is now fueled with machine learning to take the heavy lifting from manually creating new business contacts to keep you driving forward with project pursuits. Unanet CRM works in the background while you’re in your inbox to smartly surface new contacts on your behalf and accurately identify information changes to existing key contacts straight from the email signature. In one single click you’re now notified that a Contact is being created and added to an existing or new Company in Unanet CRM. That’s right – one click, and you’re done.
“I like to think of Unanet CRM for Outlook’s latest feature enhancement as an ‘Easy Button’ for user adoption. There is no downside to this – it really is delightful. If you have users new to CRM that don’t like entering data, or you are trying to excite your colleagues about your new CRM– this is for you. Unanet CRM can help you get meaningful data into your system of record easily without leaving your inbox.” Lisa Pitts, Product Manager at Unanet
Unanet CRM for Outlook allows you to manage your contacts in one place and jumpstart growth by feeding your system of record up-to-date, accurate, information seamlessly– all within the context of your inbox. Never sweat the details again, ensure your contact data is up to date with these new smart contact management features working for you:
- Grow contacts with a single-click by automatically populating record details across email signatures and social media.
- Surface key contact details and auto-associations straight from email through machine learning.
- Plus, auto-update Contact records with changes while you work.
Learn how easy it is to leverage Outlook and Unanet together to instantly access meaningful contact and pursuit data at your fingertips.
Download the Unanet CRM by Cosential for Outlook Overview.
by Kellye King
Sep 15, 2020