The filtering will allow you to filter easily your data “on the fly” to display only interesting data :ģ. The MS Exchange integration will now synchronize the “all day” event in both directions (ex: Meetings…).Įfficy agenda will also manage “Out of office” appointments. Efficy will integrate the Peak Me Up products & action catalogue in Conficy.Ģ - Simplify Efficy Customization & daily useĮfficy MS Outlook integration will now offer a simpler buttons customization.įor instance, it will allow you to create quickly a button in MS Outlook to transform an email in a case, or whatever Peak Me Up can be used as a stand alone app, or used with Efficy CRM or used by a third party CRM. Thanks to this deeper integration, Peak Me Up will be fully integrated into Efficy CRM: Visualize information from Peak Me Up in Efficy (ex: number of sales opportunities, actions to check…). Feeding Efficy CRM with Peak Me Up data (ex: new sales opportunities…). Numbers of calls, meetings… filled in Efficy CRM). Generate Peak Me Up actions from Efficy when these entities reach certain states in Efficy (ex: Same rules between Efficy CRM & Peak Me Up. Linking between Peak Me Up actions types to certain entity states in Efficy. The first version of the integration will all Efficy & Peak Me Up user to work more smoothly: Give you more insights about your data thanks to a new version of the CRM Intelligence Moduleġ – A deeper integration between Efficy CRM & Peak Me Up sales coaching App Offer deeper integration between Efficy CRM & Peak Me Up Mobile App.
Please call your account manager for any questions. The information in this documents are purely indicative and non-contractual. Marketing Training Courses.10Īdministrator Training Courses.
Peak Me Up Price list (Launching price).8Įfficy CRM Price list.8 Efficy CRM v.10.1 new features.3ġ – A deeper integration between Efficy CRM & Peak Me Up sales coaching App.3Ģ - Simplify Efficy Customization & daily use.4Įfficy CRM Addon Store.7