1	SalesOutlook^® Executive Overview SalesOutlook Is a Simple, Affordable and Flexible Outlook CRM Add-on for Microsoft Outlook, Office and Exchange Server. It Is As Easy to Use As Email, and Its Purpose Is to Help You Be More Productive and to Make the Most out of Every Relationship.
2	Considerations When Selecting A Team Collaboration Solution Synchronization – Disconnected users’ data must roll up to the main database, flawlessly, each time they connect. SalesOutlook has proven, rock solid synchronization using Outlook offline folders and Exchange. You don’t need a separate sync server, and it always works – flawlessly – every time you press <F9>. The product must be engineered for synchronization. In typical CRM / SFA / Account Management software packages, synchronization was added later and was not built into the system design from the beginning. SalesOutlook was structured from its initial design to be used offline. Account Management – Contacts must roll up to an ultimate Account record for data integrity, integration and ultimately for targeting, profiling, segmentation and reporting.
3	Considerations When Selecting A Team Collaboration Solution (cont’d) Technology – Approach for data storage, customization tools and integration; must have a solid path for staying current as technology evolves. Initial Investment – Server software cost, client software cost, hardware upgrades, customization, deployment and training. Total Cost of Ownership – The ongoing cost of maintaining the system, enhancing / extending it, continuing training and support of your team must be kept to a minimum. Ease of Use – Systems that further leverage existing knowledge and behavior patterns have higher adoption rates, lower training costs and produce maximum return on investment.
4	Common “Front Office” Solution Requirements Strong integration with Outlook and Microsoft Office. Email, calendar and documents (merging, faxing, bulk personalized email). Intuitive and easy to use interface. Quick, reliable synchronization for disconnected users. Hierarchical Account and Contact Management with multiple Locations. Customer segmentation, profiling and planning tools. Customer service functionality to track inquiries and escalation / follow up; searchable knowledgebase of known resolutions to common issues. Reporting on sales pipeline and service activities (sample requests, competitive activity, sales forecast, open customer service inquiries, etc.). Integration to legacy, 3^rd party and XML-based systems and databases. Customization to fit the needs of various divisions, functions and users (sales methodology, marketing processes, service best practices, etc.) Custom forms, custom fields, programming API and custom reporting. Integration with PDA’s and Wireless technologies.
5	SalesOutlook Sets The Standard For Team Collaboration And Electronic Interaction Is Flexible and Easy to Use. Leverages Existing Technology Infrastructure and Investment in Microsoft Office and Microsoft Exchange Server. Leverages Users’ Familiarity with Microsoft Office, Outlook and Email for Greater Acceptance and Faster Adoption. Improves Collaboration, Information Access, Service Response Times and Overall Information Worker Productivity. Turns Outlook into an Account-based, Interaction-driven, Easy-to-Use Relationship Collaboration Tool. Enables organizations to integrate SalesOutlook into business processes and with Microsoft and 3^rd party technologies. Is Affordable to Buy, Implement and Own. Produces a Fast Payback on Your Investment.
6	Building Better Relationships Is Easy With SalesOutlook SalesOutlook Provides Your People with Easy to Use Tools They Need to Be More Productive and Provide Better Service to Your Customers and Business Partners. Right Inside of Microsoft Office!!!
7	SalesOutlook Makes Users Productive Faster By Leveraging Their Familiarity With Microsoft Office
8	SalesOutlook is Flexible and Can Manage Any Sales or Business Process – Simple or Complex
9	Easily Manage Relationships and Complex Account Hierarchies With SalesOutlook Streamlined, one screen access to all your important account information. Easily customize field labels and choice list values. Accounts are assigned to account managers and team members. “Drill Down” into related Locations, Contacts, Notes, Opportunities and more.
10	SalesOutlook Helps You Build Better Relationships With Your Contacts Easy access to all your important Contact information. Information is always one or two clicks away. Quick, integrated access to email, tasks and calendar. Keep track of all your interactions to build a complete history of each relationship.
11	Grow Sales By Moving Opportunities Through Your Pipeline Faster Track the movement of Opportunities through the Sales and Delivery process. Track Notes, Tasks and Appointments for each Opportunity. Associate multiple Contacts with each Opportunity. Track the Lead Source on the Opportunity to gauge Marketing Effectiveness.
12	Easily Schedule And Assign Follow Up Tasks And Appointments Quickly generate and assign follow up Tasks and Appointments when completing each Milestone in the Sales Process. Collaborate online using NetMeeting or Microsoft Exchange Conferencing Server. Create recurring Tasks and Appointments or one-time activities, just like you already do in Outlook.
13	Ensure That Every Request Is Handled Promptly And Professionally Improve satisfaction by responding to all requests faster. Stop things from “falling through the cracks” to create happy customers and business partners. Leverage knowledge and experience by creating a searchable knowledge base. Keep track of all the Actions that take place in handling complex requests.
14	Integrating Word Documents And Excel Spreadsheets Is A Snap! Incorporate your own Microsoft Word and Microsoft Excel templates into SalesOutlook. Generate literature, forms, proposals, contracts and letters with just a few clicks. Word Documents and Excel Spreadsheets generated within SalesOutlook auto-matically become a part of the Account and/or Contact historical record.
15	Free-Form Notes Allow You To Build A Detailed History Of Interactions Attach or link any file system object or Outlook item to any Note for permanent storage and quick access. Quickly convert any email message into history and share information with colleagues instantly. Use Outlook Categories to make searching for specific information quick and easy.
16	Powerful, Flexible Reporting & Analysis SalesOutlook offers several “canned” sample reports to get you started. Any number of custom reports can be created using Crystal Reports, the industry standard in reporting. Build your own reports with Crystal, Excel, MapPoint and many other popular ODBC-aware tools. SalesOutlook and its Partners can build reports to meet your exact requirements at affordable rates (if you need help).
17	Build Instant Views & Action Lists Inside Outlook Build custom views into your live data with just a few mouse clicks!!! Shared views can be built by Administrators, and Private views can be added by any User. Views are easily customized and serve as an ad-hoc, on-screen query tool. Views are very powerful and flexible, and they are easy to create.
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19	Q & A