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I posted this on LinkedIn today, thought some of you might want to know what's up with CRM and New Outlook. The wonderful world of "What won't work", be prepared...this is one of many things that won't most likely come on over.
Avid Outlook users with CRM love the synchronizing of their sales/contacts data with their online products. The plug-ins are typically seamless. The question is: Will older CRM products work in New Outlook?
From my research, New Outlook connects 3rd party apps (CRM) via the 365 connector or you have to add it in the "More apps" if they are listed. Then you can use them in New Outlook. Companies such as SalesForce, Hubspot, etc should have the updated add-ins. You can launch New Outlook and search the add-ins and see if yours is listed.
If not...what should you do next? First thing I would do is ask your CRM support team if they have the 365 connector/apps/add-ins setup to use their product in New Outlook. If they are not aware of New Outlook, I would not worry yet but in time, they will know about it from others saying it's not working in New Outlook.
I know some very old CRM systems, especially those that had to be installed on the PC/Mac most likely will not move over to New Outlook. You can still email their support team and inquire about what they plan on doing. I know some of my clients have stated they simply have to find a new CRM. That is going to be some research you will need to put time into.
I would start with figuring out your main requirements of your CRM needs. Then ask some others in your industry what product they are using, do some searches on the internet. I don't use a CRM so I don't have a recommendation unfortunately. I do have my own CRM through my ticket system and newsletters that I use to manage my client information.
A few things you might consider doing:
Avid Outlook users with CRM love the synchronizing of their sales/contacts data with their online products. The plug-ins are typically seamless. The question is: Will older CRM products work in New Outlook?
From my research, New Outlook connects 3rd party apps (CRM) via the 365 connector or you have to add it in the "More apps" if they are listed. Then you can use them in New Outlook. Companies such as SalesForce, Hubspot, etc should have the updated add-ins. You can launch New Outlook and search the add-ins and see if yours is listed.
If not...what should you do next? First thing I would do is ask your CRM support team if they have the 365 connector/apps/add-ins setup to use their product in New Outlook. If they are not aware of New Outlook, I would not worry yet but in time, they will know about it from others saying it's not working in New Outlook.
I know some very old CRM systems, especially those that had to be installed on the PC/Mac most likely will not move over to New Outlook. You can still email their support team and inquire about what they plan on doing. I know some of my clients have stated they simply have to find a new CRM. That is going to be some research you will need to put time into.
I would start with figuring out your main requirements of your CRM needs. Then ask some others in your industry what product they are using, do some searches on the internet. I don't use a CRM so I don't have a recommendation unfortunately. I do have my own CRM through my ticket system and newsletters that I use to manage my client information.
A few things you might consider doing:
- If you are using POP/PST or IMAP for your email configuratin in Outlook, a move to Microsoft Exchange might be a benefit to you. Microsoft 365 Exchange works great with the New Outlook and on all devices.
- See if you can export your data from your CRM system and look at the Excel/CSV file and see if the data is in the export. You can test importing it into another email program (Outlook.com should work for basic testing as it's an Exchange account).
- Decide if you need to use the CRM anymore, some of my clients have mentioned they are still paying for it in fear of losing the data and they aren't using the CRM products. You can cut this cost by exporting the data and importing into Exchange.
