Coveo CRM Connectors

Increase sales with just-in-time information for field sales, managers and executives

Coveo CRM Connectors offer unified access to all customer data, providing teams and managers from sales and marketing with essential information stored in customer relationship management tools, as well as linking to related content stored in other databases such as emails, intranets and other enterprise systems when combined with other Coveo connectors.

With powerful CRM search capabilities and intuitive interfaces to access the just-in-time information, sales representatives gain a dynamic and comprehensive view of prospects and customers, to develop sales strategies or prepare for a last-minute meeting.

Coveo CRM Connectors also reduce time spent creating reports, allowing for more time spent selling.

• Sales managers can stay up to date on the lead and opportunity pipelines wherever they are, using their desktop or mobile device
• Sales representatives rapidly gather the most up to date, relevant information about a prospect or customer, to prepare for meetings, even when in the field, via their smartphone
• Provides the ability to create dynamic reports by intuitively fine tuning search results, using the most recent and relevant data
• Enhance decision making by having all relevant information easily accessible

Intuitive interfaces, integrated where employees work

Coveo’s Outlook Sidebar is integrated directly into this most popular information repository - and automatically shows contact information, a photograph, availability and all related email conversations and attachments for any email sender. Users can also search additional repositories from the same interface, without ever leaving Outlook.

Coveo’s Desktop Floating Searchbar “floats” above any Windows desktop application; users hover over it to launch a search, without leaving their base application. This effectively integrates Coveo Enterprise Search within all applications your employees regularly use.

With Coveo’s mobile interface, sales and field workers can easily access information on-the-go, from their BlackBerry or other smartphone. Learn more...

Secure, role- and rules-based permissions

Because permissions and security reside with the information, Coveo CRM Connectors provides completely secure protection of employee personal and company confidential information. Such information, based on rules and roles decided by the customer, becomes discoverable during investigations and yet respects all privacy, and client and employee confidentiality.

Flexible, modular and easy to deploy

Coveo CRM Connectors are combined with the Coveo Enterprise Search Platform and Customer Information Access Solutions to provide a unified view of enterprise knowledge and information. Proven scalable to billions of documents, Coveo was designed for modular deployments and self-service customization. Economical for even global deployments, Coveo utilizes 20 to 30 percent of the footprint of other search providers for indexed content, providing the lowest total cost of ownership.