Take Your Business to the Next Level with AIM Inbox

Efficiently Connecting Email and CRM

Many Private Equity firms use Microsoft Outlook along with a core contact and data management system like AIM. But how can users easily capture data from their inbox and move this data into their core system? Even better, how can you capture this data in a seamless way that automatically updates your core system without any time-consuming swivel chair between Outlook and your core system?

Integration between your Outlook and core contact and data management system is key. And this integration needs to be available in a seamless user experience across platforms to give you ease-of-use and convenience. AIM Inbox powered by ZynBit does just that; as a seamless communicator between Salesforce and Outlook, AIM Inbox offers the opportunity to optimize productivity and time management by enabling users to view, edit, and create data related to AIM without ever leaving Outlook.

AIM Inbox for Mac, Windows, Office 365

Benefits of Productivity Tool Integrations

We’ve recently taken AIM Inbox’s capabilities to the next level. AIM Inbox is now accessible via Windows, Mac, and Office 365, enabling full communication between Outlook and AIM from more access points. This eliminates the need to swivel chair between programs and operating systems, along with the need to contract with third parties for Outlook integrations. The benefits of using a productivity tool like AIM Inbox include:

  • Search and view records and interactions in AIM directly from Outlook to confirm information is up to date before emailing contacts
  • Save time by creating and updating AIM records without leaving Outlook or switching between programs, and add new email contacts at the touch of a button
  • Click a button to automatically add new emails to a thread
  • Gain insights about how contacts are interacting with communications by viewing who opens which emails and tracking clicks and website visits

Stay Up to Date, All the Time with AIM Inbox

Industry best practices are leading PE firms to move toward a more digitized, transparent approach to business. With AIM Inbox, updates made from one browser or operating system will be instantly synced with others, eliminating the need to go back and forth between systems providing easier, faster access to your information anytime, anywhere, and ensuring the information you need is up to date.

Efficiently Connecting Email and CRM

Many Private Equity firms use Microsoft Outlook along with a core contact and data management system like AIM. But how can users easily capture data from their inbox and move this data into their core system? Even better, how can you capture this data in a seamless way that automatically updates your core system without any time-consuming swivel chair between Outlook and your core system?

Integration between your Outlook and core contact and data management system is key. And this integration needs to be available in a seamless user experience across platforms to give you ease-of-use and convenience. AIM Inbox powered by ZynBit does just that; as a seamless communicator between Salesforce and Outlook, AIM Inbox offers the opportunity to optimize productivity and time management by enabling users to view, edit, and create data related to AIM without ever leaving Outlook.

AIM Inbox for Mac, Windows, Office 365

Benefits of Productivity Tool Integrations

We’ve recently taken AIM Inbox’s capabilities to the next level. AIM Inbox is now accessible via Windows, Mac, and Office 365, enabling full communication between Outlook and AIM from more access points. This eliminates the need to swivel chair between programs and operating systems, along with the need to contract with third parties for Outlook integrations. The benefits of using a productivity tool like AIM Inbox include:

  • Search and view records and interactions in AIM directly from Outlook to confirm information is up to date before emailing contacts
  • Save time by creating and updating AIM records without leaving Outlook or switching between programs, and add new email contacts at the touch of a button
  • Click a button to automatically add new emails to a thread
  • Gain insights about how contacts are interacting with communications by viewing who opens which emails and tracking clicks and website visits

Stay Up to Date, All the Time with AIM Inbox

Industry best practices are leading PE firms to move toward a more digitized, transparent approach to business. With AIM Inbox, updates made from one browser or operating system will be instantly synced with others, eliminating the need to go back and forth between systems providing easier, faster access to your information anytime, anywhere, and ensuring the information you need is up to date.