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SalesOutlook is your CRM inside of your Inbox. As you cycle through your emails you will know which contacts are in SalesOutlook. See all activities and emails from everyone in the company. If the contact is not in SalesOutlook then click on the name in the side panel to add the contact. Use the side-panel to quickly create a task, appointment, opportunity, customer inqiry or note.
Reporting is a must for a CRM. SaleOutlook has multiple ways of Reporting to fit your needs. Our most popular Reporting Tool is our Excel Reports. Easily create reports in the format you need including Pivot Charts, Pivot Tables, Drill Down and List Reports.
A sales opportunity can help businesses forecast future sales by analyzing historical data, industry trends, and sales patterns. This can help businesses make informed decisions about inventory management, staffing, and other resource allocation. It can also provide businesses with valuable insights into customer behavior and preferences, which can help them tailor their marketing and sales strategies to better engage with customers. Opportunity forecasting helps businesses increase their sales efficiency and reduce the risk of errors or missed opportunities.
SalesOutlook provides for Email Templates that can be sent from an Email or Contact Record. Schedule a series of Emails, Tasks and Appointments with our Sales WorkFlow. Setup recurring Emails such as BirthDays, Holidays or Payment Reminders. Marketing Managers can elect to use Best of Class Email Marketing tools such as Constant Contact or MailChimp.
Outlook is used to keep track of Companies, Contacts, Opportunities, Customer Service and Activities. SalesOutlook uses the Outlook appointment and task items as you would normally use.
Word is used for Document management and Mail Merge. Create Word Templates with merge codes or a complete Mail Merge to Word to create labels or other documents for multiple contacts.
Excel is used for Document Management and for Reporting. Create and send Quotes and SalesOutlook merge codes will populate the spreadhseet automatically. Easily create an Excel report with pivot table and charts as well as list reports. Excel can alo be used to import data and send Email Campaigns.
Power BI reporting is built in and Power BI Desktop can be used for advanced analytics and AI style reporting. Get in sync with the most powerfull data analytics from Microsoft.
Store all you Emails (and attachments) and Documents in the cloud with our SharePoint or OneDrive integration. Other shared services such as Google Drive and DropBox can also be used.
Teams is used to dial and log a call to a contact. Dial directly from a contact record and a note will pop up so you can log your call. Teams Phone system addon is required for this feature.
Wanted to give some positive feedback – I thought we could all use some. The system if working very well and people are using it. Makes me very happy!
You guys run a good shop and are very serviceable. I would have no problem recommending you to anyone... Take care and thanks!!!
I am looking forward to getting everyone onboard with the system, because I love it, and think it will be such a value add to have them all on it with me.
A great CRM. By using this CRM our team is ensure that they never miss a lead and are always able to see the information that they need when they need it. I love how easy it was to get this CRM setup and running with-in our organization. In no time I was able to add a field and start tracking leads.
Finally a system that does just what I need One system to house all my information for clients, suppliers and onboarding SalesOutlook is straightforward, easy to use and customize without any hidden cost and great customer service. It's doesn't require learning a whole new product because it integrates right into Outlook
I have been utilizing SalesOutlook CRM for several months and I must say, I am impressed with its performance and features. Our retention rates and customer satisfaction have improved since we started using this platform. Integrating it with Outlook is seamless and very user-friendly, which makes it easier for us to manage customer relationships.
We decided on SalesOutlook for two main reasons: 1) It is integrated with the Outlook email client which we already use, and 2) It appeared to be intuitive, i.e. it works like the way our brains work.
Great for both novice and experienced CRM users Prior to implementing a CRM, we had no way to capture all of the sales intelligence. We needed an easy solution to start capturing this data. SalesOutlook has done just that. The implementation was seamless and the customer service is outstanding. Quick response every time we have a question or an issue.
Expand the power of your SalesOutlook data by incorporating the newest analytics software from Microsoft. Build your own reports or utilize the AI Style "Ask for data" in PowerBI Desktop. Enjoy the latest technology in reporting. Easily build your own reports and distribute to others or keep them private.Read More
SalesOutlook users can now store all email and attachments to SharePoint effectivly giving an Organization an Email Archiving tool for customer emails. Other shared drives such as OneDrive, Google Drive or DropBox can also be used. SharePoint is the best solution to store the abuundant amount of infornmation that is captured in Emails.Read More
The new SalesOutlook DashBoard filters data for your items that you work on. The default is 30 days. If you have a lot of users then the DashBoard will show you just your appointments for the week, tasks due and items you are working on. See your week in a glance so you never miss an appointment or tasks due. See all the recent items you have been working on.Read More