For many years Caspian has been helping business build profitable relationships with their customers. Caspian also gives a choice of whether to manage your contacts, email and calendar via Microsoft Outlook in conjunction with Caspian. It's each users individual choice.

Outlook bi-directional and seamless Integration

When sending emails you don't need to use Outlook as Caspian is seamlessly integrated with it, you'll see the sent email in your ‘sent box' in your Outlook database.

Incoming emails can also be read automatically into the central Caspian CRM database, its actually converted into real data, rather than appended to a record!

Integration with Microsoft Outlook is standard functionality within Caspian. Incoming emails are automatically read into Caspian from Outlook with attachments automatically saved. Caspian searches for the contact's email address against the database and creates a logbook (a permanent record) against the contact. This means that you can easily see those emails that are from prospects and customers and respond to them quickly.

Attachments are also saved against the record and made part of the Caspian document management. Now anyone within your business/department can see the information without worrying about the personal or corporate Outlook database.

If a prospect requests some literature you can quickly respond via Caspian Fulfilment module and/or the Caspian Document Management that enables you to attach your literature to the record and this is automatically turned into an attachment when you click email.

But what if you want to keep using Outlook in the same way as you do now?

Not a problem. You can now choose which areas of Outlook you would like to use and update information from Caspian into Outlook and vice-versa. So basically information you have in Caspian you can also have in Outlook for everyone to use or just those users you choose.

Caspian and Outlook calendars will now work together. So even if some users use Caspian and others use Outlook, you will still be able to see all meetings etc. All of your Caspian contacts can be in Outlook as well.

Microsoft Office Integration

Word

Producing a personalised letter in Word just takes two simple clicks when using Caspian. The letter produced in Word does not have to be saved as a Word file either! The entire content of the letter can automatically get saved in the Caspian central database, for ever and future use or reference. If you did want to save the Word document, you can also use Caspian Document Management to track the file and provide very fast and simple access to it for any authorised user.

Caspian notes can also be spell checked using Word or its internal spell checker. As you would expect, any information from Word can be copied and pasted into Caspian notes/memo fields.

Document Embedding

Using Microsoft SQL Server database or Oracle databases, you can also embed any document into the central Caspian database. The embedding also enables dynamic edits/changes to the document and these are also available to any other user with authorised access.

Microsoft Excel

Excel is a powerful presentation tool and that's how Caspian uses it. Most people know the basics of Excel including opening files and formatting the data, but we believe that most people would rather not even do this! So Caspian provides incredible seamless integration with Excel where you don't have to do ‘anything' but one single click including to launch the Excel software.

Microsoft Exchange Server Integration

Microsoft Exchange Server from 5.5 and later can have Caspian COM components used with Server Event scripting. Microsoft Exchange Server Scripting Agents allow server-side scripts to be run as a result of events occurring in folders. These scripts can be written in Microsoft Visual Basic Scripting Edition, JavaScript or any other installed scripting engine. Events such as posting, editing or deleting a message can have scripts associated with them and can take place in private folders (mailboxes) or public folders.

This allows business logic to be implemented on the server for integrating Caspian with E-Mail, for example logging e-mails in the Caspian database without the need for the Caspian client.

The Microsoft Outlook information integrated as standard is generally the information local to the current user. This is because local folders are standard to Microsoft Outlook, while public folders will vary depending on implementation.

Advanced integration is used to manage Exchange Public folder information with the Caspian database. The engine for this integration process is the Caspian DataPump application, which may be scheduled to regularly import and export data between Caspian and other data sources.

Caspian DataPump templates are implemented to incorporate business rules for integrating information between Microsoft Exchange and the Caspian MS SQL Server and Oracle databases.