Ebax: Addon for Microsoft CRM

Taken from the EBAX site

.EBAX® users simply click a menu item to import CRM data directly to an Excel workbook. When ready, users simply click the “Update Data” menu item and the changes are updated to the CRM database server.

I originally came from a accounting background, I mostly went around advising on Access Dimensions.

One of the add-ons that came with this was the ability to download/amend/add/remove date and then update it all easily from Microsoft Excel.
This worked really well with the “older experienced generation of salesman” (hope i don’t offend anyone!) that had their own excel sheet system that was sent in via email each week, the sort of people that have no interest in learning a new data entry interface!

I can easily see this situation coming up in the crm world. Ebax can be used to ease the transition, all you would have to do is to map the crm fields to the headings on the excel document and away you go. 

Another benefit to this solution is that EBAX inherits the business requirements on each field. If you type incorrect data, it will be highlighted in red and a warning message appears.

This would mean that apart from clicking download and update the reps wouldn’t notice any difference in their excel document.

This is a wonderful little add-on and i can see myself using this in my projects in the near future.Ebax can be found here.

Jonathan