Overview:
Outlook CRM from SalesOutlook is an email marketing and customer relationship management (CRM) system that works with Microsoft Outlook. All of the customer data in the Outlook CRM is synced automatically. As SalesOutlook CRM is dependent on Microsoft Outlook, there is no need for a separate MS-SQL server database because all documents and email correspondence are saved to the contact's profile. Everything is included in the Sales Outlook CRM, from accounts to contacts to opportunities to customer service to the built-in calendar to tasks to email. Furthermore, you can customize, create, and develop your custom module. SalesOutlook's Outlook CRM has an easy-to-use interface and a comprehensive set of CRM features. This is the best choice for people who want to use Outlook as a CRM and for people who want to get the most out of Microsoft Office and the Exchange server with a simple setup and training. "The SalesOutlook CRM has the following features: contact management, document storage, a calendar and reminder system, email marketing, interaction tracking, integration with internal chat, lead management, marketing automation, quotes and estimates, task management, territory management, an activity dashboard, lead generation, mobile access, segmentation, and social media integration."
About Us:
The SalesOutlook CRM organization is the market leader when it comes to offering Outlook CRM and email marketing solutions. Its only goal is to give its clients the tools they need to get ahead of the competition. The company focuses on giving businesses and organizations fully integrated CRM and Outlook tools and related services to help them build and keep customer relationships that bring in more money.
SalesOutlook created and promoted Outlook as a CRM to assist businesses and organizations in becoming more effective with their strategic CRM projects. SalesOutlook is known as a top-tier provider of CRM software because it offers clients the most affordable method for creating and putting into action strategic CRM projects. It bases all of its relationships with clients on openness, respect, and trust so that it can give better customer service than any of its competitors or CRMs on the market. The SalesOutlook application keeps investing money in intellectual property, cutting-edge software technology, and core skills.
Since 1998, the SalesOutlook staff has been one of the first to use MS Outlook as a CRM technology platform. It creates a culture where each SalesOutlook employee feels accountable for creating a CRM software company that leads the industry. The main thing they do is help customers use Office 365 CRM and Outlook as a CRM. Perfectly built for mobile computing, whether you are IOS- or Android-based, you won't have to worry about deployment issues as it works fine on both. The cached mode can also be used offline and online for all Outlook clients.
You can use native applications like contacts, email, calendar, etc. on your mobile devices with SalesOutlook. Outlook can easily auto-file all the emails that are sent and received on your mobile devices. SalesOutlook CRM charges a fee of $25 per user per month for its services. It's great for small and medium-sized businesses because it's easy to use, it's easy to import contacts from Microsoft Outlook to send mass emails to them, it stores quotes and budgets, it's not an expensive CRM, and it has a mobile platform that can be used without an internet connection.
Company’s services:
SalesOutlook gives businesses and organizations the following features and tools to help them with customer relationship management, sales, and marketing:
Because SalesOutlook uses every part of Outlook, you already know how it looks and works. Users prefer a CRM that works smoothly with Outlook.
- Built for mobile computing
It offers a range of mobile strategies to suit your company and its business needs. Native apps, a mobile client with advanced features, and mobile Outlook
It makes use of your Exchange server, which enables you to use the email, calendar, contacts, and task list that are already there. This is a fantastic shortcut for configuring an Outlook CRM.
SalesOutlook correctly handles Outlook CRM. It is a CRM software solution based on Outlook that lets you get the most out of your investment in the Microsoft Office System.
One of the most-asked-for features of an Outlook CRM is the ability to link emails to contacts or opportunities. SalesOutlook is capable of both.
- Utilize the Outlook Calendar
The majority of Outlook CRMs always interact with an add-in, which causes numerous problems. The built-in calendar comes with SalesOutlook.
Everything in Sales Outlook CRM, including accounts, contacts, opportunities, customer service, calendar, tasks, and email, can easily be customized. You can also create or develop your own custom module.
- Auto-file emails directly to a new opportunity
It automatically saves the email for the newest opportunity. Alternatively, you can also save the email thread for the opportunity by including the quote number in the subject line.
- New SalesOutlook Side Panel
To have a comprehensive Outlook CRM in your inbox, you can use the new side panel.
SalesOutlook helps your business and organization better align the "best practice sales process" so that everyone on your team is on the same page. By setting up a consistent sales process, you can make a good, reliable, and accurate sales forecast for your company.
When CRM and email marketing systems are combined, companies always get the best results for the least amount of money. It also provides a steady stream of low-cost, high-impact leads for the sales team.
Pros:
There are the following features and aspects of SalesOutlook that you will definitely love:
- SalesOutlook is an effective, true, and complete CRM for Outlook with an easy-to-use Web and mobile interface. Some other CRMs have a web client with only limited Outlook capabilities.
- Simple SalesOutlook makes use of the Office 365 cloud storage that you currently pay for. the same safe cloud storage that your calendar and email use. You can also pay for other CRMs to store your data if you want to pay more for additional services, as cloud storage costs more than CRMs.
- The fact that this CRM is based on the Microsoft Outlook environment is one of the features you will appreciate the most about it. You will be able to integrate email contacts with this platform, manage the sales team, and quickly and easily organize the quotes and budgets.
Cons:
There are the following disadvantages of SalesOutlook that you should consider:
- The exchange must be used as the email server and Outlook for PC; other email clients are not supported.
- The SalesOutlook does everything it says, assisting you in better management of all the tasks. Plus, it also documents your entire sales. There is no major negative aspect of this application software that will disappoint you.
Conclusion:
SalesOutlook works for your company in the same way that your brain does. It is the perfect software for sales and marketing. You can also track and monitor your entire sales team while documenting your contract. It not only manages your tasks but also tracks them from beginning to end. The software solution is quite easy to work with, is customizable, and is well integrated with Outlook email. Although the reporting process should be more simple and user-friendly, more integrations with third-party tools would be nice. Also, with this system, you have to type in everything by hand, including all of your contacts, which can be a little annoying. It features well-established connections with your programs. It helps you manage all your contacts and make your business more organized. Because of its excellent customization options and report filters, it is far better than any of the other applications on the market. All customer data can be automatically synced in one place. SalesOutlook CRM doesn't need a separate MS-SQL server database because all documents and email interactions are saved in the contact's profile. The application is built on top of Microsoft Outlook.