Case Study: Atex connects Outlook with AdSales CRM workflows with Evolve Blue

Atex unifies Outlook and AdSales CRM workflows with Evolve Blue for 2-way event sync

The customer, Atex, a company in the technology and media sector, faced the challenge of its AdSales CRM and Microsoft Outlook operating as separate systems. This disconnect meant email, task management, and calendar events were not synchronized, creating workflow inefficiencies for users who needed to work with customer and sales activity directly from their inbox. To address this, they partnered with the vendor Evolve Blue for a plugin and extension development service.

Evolve Blue developed a Microsoft Outlook Add-in that integrated the AdSales CRM with the email environment. The solution provided email syncing, brought task management into Outlook, and established bi-directional synchronization for calendar events. As a result, Evolve Blue delivered a unified workflow that connected core CRM activity to the familiar Outlook interface, eliminating the need to switch between separate systems and streamlining the user's daily experience.

Atex