{"id":114969,"date":"2025-02-19T10:21:30","date_gmt":"2025-02-19T17:21:30","guid":{"rendered":"https:\/\/www.act.com\/blog\/maximize-your-efficiency-with-act-sidebar-for-outlook\/"},"modified":"2025-02-19T16:40:29","modified_gmt":"2025-02-19T23:40:29","slug":"maximize-your-efficiency-with-act-sidebar-for-outlook","status":"publish","type":"post","link":"https:\/\/www.act.com\/en-gb\/blog\/maximize-your-efficiency-with-act-sidebar-for-outlook\/","title":{"rendered":"Maximise Your Efficiency with Act! Sidebar for Outlook"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-114904\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Outlook-Blog-Cover-Image-V2_Mesa-de-trabajo-1.png\" alt=\"an illustration of a woman standing at a podium with dashboard floating around her and the words, &quot;Maximize your efficiciency with Act! Sidebar for Outlook&quot; in the middle\" width=\"700\" height=\"394\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Outlook-Blog-Cover-Image-V2_Mesa-de-trabajo-1.png 2560w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Outlook-Blog-Cover-Image-V2_Mesa-de-trabajo-1-300x169.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Outlook-Blog-Cover-Image-V2_Mesa-de-trabajo-1-1024x576.png 1024w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Outlook-Blog-Cover-Image-V2_Mesa-de-trabajo-1-768x432.png 768w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Outlook-Blog-Cover-Image-V2_Mesa-de-trabajo-1-1536x864.png 1536w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Outlook-Blog-Cover-Image-V2_Mesa-de-trabajo-1-2048x1152.png 2048w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Outlook-Blog-Cover-Image-V2_Mesa-de-trabajo-1-800x450.png 800w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Are you looking to supercharge your productivity and simplify how you manage email and CRM? <\/span><a href=\"https:\/\/www.act.com\/en-gb\/connections\/outlook-integration\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Act! Sidebar for Outlook<\/span><\/a><span style=\"font-weight: 400;\"> is designed to revolutionise your workflow by seamlessly integrating essential CRM tools within Outlook. Whether you\u2019re tracking emails, managing contacts, or scheduling activities, this powerful tool empowers small businesses to stay organised, build stronger customer relationships, and achieve more\u2014all from one platform.<\/span><\/p>\n<h3><b>Why Use Act! Sidebar for Outlook?<\/b><\/h3>\n<p><b>Act! Sidebar for Outlook<\/b><span style=\"font-weight: 400;\"> helps unify your communication and customer management in one place. No more toggling between platforms\u2014everything you need is at your fingertips. Here\u2019s how this powerful connection works:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Email History Tracking<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Automatically track and log email communications in Act! CRM. By linking emails to the relevant contact or opportunity, you maintain a complete history of interactions, making follow-ups faster and more efficient.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Calendar and Activity Sync<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Keep your schedules aligned by syncing Outlook Calendar events with Act! CRM. From client meetings to project deadlines, ensure all your appointments are centralised and accessible.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Enhanced Contact Management<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Update or create contacts directly from Outlook emails. This seamless data synchronisation ensures your contact database is always up-to-date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Streamlined Workflow<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Manage CRM activities directly within Outlook. You can schedule follow-ups, create tasks, or even view key customer details without leaving your inbox.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Take your CRM integration to the next level.<\/span><a href=\"https:\/\/www.act.com\/en-gb\/connections\/outlook-integration\/\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">Explore Act! Sidebar for Outlook today<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With these capabilities, Act! Sidebar for Outlook empowers users to seamlessly manage communications and CRM activities, boosting productivity at every turn. Learn <\/span><a href=\"https:\/\/help.act.com\/s\/article\/How-to-Set-Up-and-Use-the-Act-for-Outlook-Sidebar-prem?language=en_US\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">how to set up Act! Sidebar for Outlook.\u00a0<\/span><\/a><\/p>\n<h3><b>What\u2019s New in Act! Sidebar for Outlook in Act! Premium v26.1?<\/b><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-114920\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Whats-New-Page-v26-1-Version-3-01-1.png\" alt=\"a compilation of three stylized screenshots \" width=\"700\" height=\"558\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Whats-New-Page-v26-1-Version-3-01-1.png 2560w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Whats-New-Page-v26-1-Version-3-01-1-300x239.png 300w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Whats-New-Page-v26-1-Version-3-01-1-1024x816.png 1024w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Whats-New-Page-v26-1-Version-3-01-1-768x612.png 768w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Whats-New-Page-v26-1-Version-3-01-1-1536x1224.png 1536w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Whats-New-Page-v26-1-Version-3-01-1-2048x1632.png 2048w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/h3>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Act! Premium v26.1 introduces exciting enhancements to <\/span><b>Act! Sidebar for Outlook<\/b><span style=\"font-weight: 400;\">, focusing on usability and productivity improvements:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-114913 size-full aligncenter\" src=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Blog-Outlook-section-image-V2.png\" alt=\"an illustration of a woman sending a message from her CRM\" width=\"549\" height=\"471\" srcset=\"https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Blog-Outlook-section-image-V2.png 549w, https:\/\/www.act.com\/wp-content\/uploads\/2025\/02\/Blog-Outlook-section-image-V2-300x257.png 300w\" sizes=\"auto, (max-width: 549px) 100vw, 549px\" \/><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li style=\"font-weight: 400; text-align: left;\" aria-level=\"1\"><b>Refreshed Design<\/b><span style=\"font-weight: 400;\">: A cleaner, more intuitive interface for effortless navigation.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: left;\" aria-level=\"1\"><b>Field Reorganisation<\/b><span style=\"font-weight: 400;\">: Key details are now logically arranged for quicker access.<\/span><\/li>\n<li style=\"font-weight: 400; text-align: left;\" aria-level=\"1\"><b>Layout Customisation<\/b><span style=\"font-weight: 400;\">: Personalise the sidebar layout to fit your unique workflow.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Enhanced Capabilities<\/b><span style=\"font-weight: 400;\">:<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">View associated opportunities directly in the sidebar.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Cre<\/span><span style=\"font-weight: 400;\">ate and edit notes seamlessly within Outlook.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">These updates deliver a smoother, more tailored experience for desktop users. Take a closer look at the redesigned features and improvements in action <\/span><a href=\"https:\/\/youtu.be\/M7zN2aKweOQ\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">here<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Explore our comprehensive<\/span> <a href=\"https:\/\/help.act.com\/s\/article\/What-s-new-in-Act-v26-1-prem?language=en_US\"><span style=\"font-weight: 400;\">knowledgebase article<\/span><\/a><span style=\"font-weight: 400;\"> for additional updates, including enhancements and fixes in Act! Premium Desktop v26.1 update.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An upgraded Act! Sidebar for Outlook experience is coming soon to <\/span><a href=\"https:\/\/www.act.com\/en-gb\/products\/\"><span style=\"font-weight: 400;\">Act! in the Cloud<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you looking to supercharge your productivity and simplify how you manage email and CRM? Act! Sidebar for Outlook is designed to revolutionise your workflow by seamlessly integrating essential CRM tools within Outlook. Whether you\u2019re tracking emails, managing contacts, or scheduling activities, this powerful tool empowers small businesses to stay organised, build stronger customer relationships, [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":114907,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[624],"tags":[],"class_list":["post-114969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-act-product-spotlight-en-gb"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Maximise Your Efficiency with Act! Sidebar for Outlook |Act!<\/title>\n<meta name=\"description\" content=\"Act! Sidebar for Outlook enhances productivity and streamlines CRM activities. 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