Outlook CRM
SalesOutlook does
Outlook CRM the right way. We are a complete Outlook based CRM
software solution built upon the Microsoft Office System.
There seems to be
some misconception as to what an Outlook CRM software is.
Outlook CRM by our definition is to use Microsoft Outlook as the
foundation of the CRM application, to extend Outlook features
and functions without impairing the original functionality of
Outlook. Outlook CRM should use all features of Outlook such as
views and synchronization for sharing data.
By contrast, some
Outlook CRM vendors use Outlook only as a front end and branch
out into their own programs and databases causing a synch
between the two databases. The extra database and programs adds
complexity to the installation, customization and usability of
your CRM Software. Your Outlook CRM software should only require
Microsoft Office and Exchange server to share data with other
users.
SalesOutlook was
the first company to use Outlook as a sales CRM business tool.
Back in 1999 SalesOutlook committed itself to provide the best
of class tools for Microsoft Office products as the
foundation and strategy of a Customer Relationship Management
tool.
Innovation is the key to SalesOutlook's success.
Since 1999, SalesOutlook, Inc. has led the industry in creating
a fully integrated Outlook CRM application. SalesOutlook's
innovations have set the standard for others to follow.
SalesOutlook was first to create a fully customizable Outlook
CRM application, first to create the drop down interface, first
to have item level security, first to have email management,
first to integrate PDA support, first to have an OWA client,
first to have direct SQL access to Outlook folder data via ODBC,
first to have a low cost multi-user client and the list goes on.
Choose
a leader not a follower. See how SalesOutlook
compares to the competition:
|
Functionality |
SalesOutlook |
Outlook CRM Competitors |
|
True Outlook integration |
Yes |
No |
|
Easy Implementation |
Yes |
Yes |
|
Synchronize contacts, appointments, tasks
and email to PDA |
Yes |
Yes |
|
Low cost compared to traditional CRM |
Yes |
Yes |
|
Unique Drop Down interface |
Yes |
No |
|
Generate Word Documents |
Yes |
No |
|
Outlook Web Access client |
Yes |
No |
|
Direct SQL reporting to Public folders |
Yes |
No |
|
Quick View or open contact from Email |
Yes |
No |
|
Two Versions, Full Client and Small Business
client |
Yes |
No |
|
Drag and drop Email to Opportunity or
Customer Inquiry |
Yes |
No |
|
Right click menu to contact information
without opening an email |
Yes |
No |
|
Hot links to move between different related
items |
Yes |
No |
|
Power User Interface to see more data on one
screen |
Yes |
No |
|
Create an Opportunity or Customer Inquiry
out of an email |
Yes |
No |
|
Email Blast (HTML, RTF) form with auto
create of note |
Yes |
Depends on competitor |
|
Email Auto-file management of sent and
received emails |
Yes |
Depends on competitor |
|
Fully Customizable |
Yes |
Depends on competitor |
|
Customizable toolbar |
Yes |
Depends on competitor |
|