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Salesforce and Outlook

Microsoft Teams and Outlook form part of the common suite of productivity tools Law Firms use on a daily basis. Unfortunately the adoption of these can create data silos, especially when it comes to client information. It's often the fee earners that store this information within these tools as legacy legal CRMs don't provide the client insights and ease of use required for adoption.

Salesforce provides a trusted, easy to use, connected CRM platform that integrates easily with Microsoft Teams and Outlook.

This enables a view into key client information within Salesforce CRM through the Teams and Outlook interface.

 

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