Saratoga CRM Reviews

Saratoga CRM Description

You will experience the best in mobility, security, integration, and personalization--deliver the best customer service at every stage of the customer journey. Send emails from Dataview, or report results to Office 365. Contacts and calendar items can be sent from Dataview, or reported to Office 365. You can also integrate Office 365 items (emails, calendar, contacts) with Saratoga CRM Thin Client records. Access to Saratoga data is possible via Office 365 connectivity. After drilling down to the records in reports, you can view attachments without saving them to your device. You also have greater search customization. To ensure that colleagues have the most current data, you can automatically send them as PDFs or email attachments directly from Saratoga Rich Client to them.