Project Name
How IT Company Streamlined CRM Communication with Ksolves’ Office 365 Connector for Odoo
A rapidly growing cloud and DevOps consulting firm headquartered in New York, relied heavily on Microsoft Outlook for daily communications. Although they used Odoo ERP for CRM and Helpdesk operations, email trails and communication history were fragmented. This disconnect between Outlook and Odoo hindered collaboration, reduced visibility, and delayed customer responses.
Before integrating the Office 365 Connector for Emails, the company faced several operational hurdles:
- Disjointed Email Communication: Sales teams missed crucial client updates stored only in Outlook, resulting in incomplete CRM insights.
- Incomplete CRM Histories: Emails were not automatically logged in Odoo, making it difficult to track lead or support communication history.
- Siloed Collaboration: Email-based conversations were inaccessible to other departments, weakening inter-team coordination.
- Manual Logging Overload: Teams spent valuable time manually copying emails into Odoo records, increasing errors and inefficiencies.
- Delayed Support Responses: The support team lacked full email context within Odoo, slowing down issue resolution.
Ksolves implemented the Office 365 Connector for Emails—an Odoo-certified module that enables seamless two-way sync between Outlook and Odoo.
Here’s how the solution resolved the client’s issues:
- Email Sync: Automated syncing of emails from Microsoft Outlook to Odoo modules (CRM, Helpdesk, Contacts).
- Tokenized Authentication: Ensured secure and reliable login for Office 365 accounts.
- Separate Views : Office 365 Mail lets users easily view the previously sent or inbox mail
- 90% reduction in missed follow-ups: Email sync ensured every lead and ticket communication was auto-logged in Odoo.
- 60% improvement in cross-team collaboration: Sales and support teams worked from a unified, transparent communication system.
- 3x faster ticket resolution: Support agents had full email history directly within each Odoo Helpdesk ticket.
- Instant lead email visibility: Lead-related emails now appear in real-time in Odoo, eliminating 5-minute manual entry delays.
- Over 95% CRM communication completeness: Automated email capture closed gaps in contact and opportunity histories.
This case study highlights how the IT company leveraged Ksolves’ Office 365 Connector to close the gap between Outlook and Odoo. With complete email visibility, instant logging, and secure sync, the company empowered its sales and support teams to work faster, collaborate better, and serve customers more effectively.
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