ClearSlide Blog
The Latest Product Updates & Thought Leadership
Today we are releasing the latest version of the Outlook Plugin! This update makes it even easier to leverage ClearSlide’s powerful customer engagement analytics within the familiar Outlook interface.
From within Outlook, ClearSlide users already have the power to:
- Launch directly into a ClearSlide Live Pitch and invite participants
- Leverage pre-written and approved email templates with embedded content
- Receive real-time alerts on email opens and track detailed content engagements
- Capture and record customer communication automatically in CRM
The latest version of the Outlook Plugin brings the following enhancements:
Comprehensive control of CRM logging and email tracking options with:
- New default settings for all emails
- Tailored settings for individual emails
With CRM logging option enabled, the email body is recorded in CRM in addition to the subject and ClearSlide content link.
Enhanced integration between Outlook, ClearSlide, and CRM allows users to easily associate emails with Accounts, Opportunities and Leads from CRM ensuring email activity is accurately recorded in CRM.
Upgrade to the latest version of the Outlook Plugin by visiting https://www.clearslide.com/product/emailplugins. For ClearSlide Administrators, please contact your ClearSlide Account Manager or support@clearslide.com for information on how to provide this new version to your team.