The easy-to-use integration allows for critical Outlook correspondence previously stored disparately across staff PCs to now be visible enterprise-wide.
Vienna, VA (PRWEB) March 03, 2015
Personify, a provider of association management software to associations and other non-profits, today announced the release of the Personify360 Outlook Plugin 1.3.0. The enhanced Plugin, which integrates seamlessly with Personify360 AMS/CRM, helps organizations more effectively communicate with their constituents, donors and business partners, and keep track of those activities.
The Personify360 Outlook Plugin allows staff members to access and use the customer data found in Personify360 AMS/CRM directly from Outlook. This data is easily accessible, even for those who do not routinely log into the Personify360 database. The integration helps organizations effectively manage relationships by allowing staff to not only access Personify360 data for Outlook email, appointments, and tasks, but also to selectively save customer correspondences as activity records within Personify360 Contact Tracking.
Personify Chief Technology Officer, David Cooper states, “The Outlook Plug-in provides our clients with the ability to engage with their constituents in the familiar Outlook environment, so as not to disrupt their natural workflow. The easy-to-use integration allows for critical Outlook correspondence previously stored disparately across staff PCs to now be visible enterprise-wide.”
The Personify Outlook Plugin is the most effective way to add communications with individual constituents to your stores of constituent data.
Personify provides AMS/CRM solutions that help leading associations and other non-profit organizations optimize relationships to achieve sustainable success. With a singular focus on the member-centric enterprise market and the most complete solutions for transacting, managing and analyzing constituent data, Personify helps its customers enhance constituent loyalty, increase constituent engagement and grow revenues.
Personify has the highest average product satisfaction of the leading providers of AMS products to mid-to-large associations according to the 2014 AMS Market Study, by Lehman Reports.