SmartCloud Connect - a versatile and user friendly cloud based integration utility
Pros
- Keeps email tracking simple within Outlook.
- Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
- Single-button click to open or close the SmartCloud interface in Outlook.
Cons
- The software updates often, leading to an opening delay the first time it is used in a session.
- Creating contacts is simple, but can lead to duplicates when proper research for tracking is not utilized by the end user.
- Extra cost on top of CRM costs add to the bottom line expense of the system.
Return on Investment
- Departments that use it save time on email tracking, allowing them to focus on client request and tasks.
- Simple integration with Outlook made it a breeze to set up, allowing for quick expansion or reduction of licenses.
- Extra cost has prevented us from applying the utility company-wide, which creates dual methodologies for email tracking and training.
Alternatives Considered
Salesforce.com, GoldMine and Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
Other Software Used
Microsoft Teams, Microsoft Project, OneDrive, Duo Security, Keeper
