Peppermint Reimagines Outlook & Microsoft Teams for Law Firm Business Development and Marketing

Apr 25

Released from the Legal Marketing Association Annual Conference 2023

Peppermint announces a revolutionary native CRM user experience in Outlook and Microsoft Teams for business development and marketing teams: Peppermint Connect. Peppermint Connect empowers law firm business development and marketing teams to collaborate and take action on clients, opportunities, campaigns, and their favorite records in Peppermint Client Engagement (CRM), all within the familiar environments of Outlook or Microsoft Teams.

Hollywood, FL | 9:30 EDT, April 25, 2023: Peppermint is proud to announce a game-changing feature in their Client Engagement CRM solution, Peppermint Connect, which reimagines the way business development and marketing teams utilize Outlook and Microsoft Teams through a true-native CRM experience. Peppermint Connect seamlessly binds collaboration, communication, data, tasks, and documents with the Microsoft tools that are widely used by Business Development and Marketing every day.

Byran Austin, VP of Client Development and Sales at Peppermint Technology Inc., states: “CRM is only successful if law firms are proactively engaged with it. By adopting a "CRM by stealth" approach, Peppermint Connect empowers law firm business development and marketing teams to collaborate and take action on clients, opportunities, campaigns, and their favorite records in Peppermint Client Engagement (CRM), all within the familiar environments of Outlook or Microsoft Teams.”

Peppermint Connect also transforms document management by leveraging contact intelligence in Outlook, allowing users to create emails and attachments that are saved directly to Peppermint Client Engagement records and their document management systems. Review and approval of PDFs are now seamlessly integrated into Outlook and Microsoft Teams.

This new feature drives collaboration by enabling users to launch chats and Teams channels related to specific records in Client Engagement, such as opportunities, contacts, or campaigns. Activities, engagements, planner tasks, and more can be created within Outlook and Microsoft Teams, without leaving the application.

Peppermint Connect is designed to increase productivity by unlocking the ability to access and action against Peppermint Client Engagement records from Outlook and Microsoft Teams. This results in an enhanced, responsive user experience that eliminates the need to switch between applications.

Peppermint Connect is poised to revolutionize the way business development and marketing teams work with Outlook and Microsoft Teams, paving the way for enhanced collaboration, productivity, and user experience.

To see Peppermint Connect in more detail, visit Peppermint at Booth 105 at the Legal Marketing Association Annual Conference.