Case Study: Atex achieves a CRM-connected inbox with Evolve Blue's Outlook Add-in

Atex connects Outlook and AdSales CRM with Evolve Blue using two-way event sync

Atex, a media and entertainment company, faced a challenge where its sales teams were constrained by switching between Microsoft Outlook and their AdSales CRM. This disjointed workflow created friction in their daily work and risked events falling out of sync between the two systems. They engaged Evolve Blue to develop a solution that would integrate these platforms directly within the sales team's existing environment.

Evolve Blue built a Microsoft Outlook Add-in that brought AdSales CRM capabilities into the inbox. The solution provided email syncing, in-inbox task management, and crucial bi-directional event synchronization between Outlook and the CRM. This integration from Evolve Blue removed friction from the sales workflow by allowing teams to work within a single, familiar interface, ensuring data remained aligned across both systems.

Atex