Outlook & CRM Integration Behaving Badly?
Posted by Bill Goulette on Tue, Jan 05, 2010
A driving force in adopting of any CRM software is often tied directly to the ability of the CRM software to integrate with the end user's primary communication and planning tool -- Microsoft Outlook. A solid CRM integration with this application plays a critical role with end user buy-in. Many sales efforts are won or lost based on a good Outlook integration.
What many evaluators tend to overlook is that Microsoft Outlook becomes unstable with add-ins. I have seen add-ins from Skype, Microsoft, Salesforce and many others cause Outlook to hang, crash, restart and force mail store file scans. Many other blog postings (on various websites) have addressed these specific issues in detail. The goal of this blog is only to identify the fact that the add-ins are not necessarily the problem.
The matter then is really that Microsoft Outlook is overly cautious about capturing the potential errors sometimes leading to instability of a once-stable key end user application. Understanding this before evaluating any software integration with Microsoft Outlook is critical.
Sometimes conflicts can occur between various add-ins. It is important to understand which add-ins your users are currently employing so that you can research which combinations tend to cause problems. Prior to purchasing any CRM application it is important to aggressively test drive the trial offer from a CRM software ensuring that you work the Outlook integration. For on premise users, this means testing it within your network environment.
Understanding that Microsoft Outlook sometimes behaves badly with add-ins will prevent un-met expectations and a lot of frustration down the road.
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