SalesOutlook CRM is a unique and comprehensive Customer Relationship Management and email marketing system that was developed from the ground up to be fully embedded into Microsoft Outlook. This system is the first of its kind, and was designed to combine the functionality of a CRM system with the user-friendly aspects and familiarity of Microsoft Outlook. SalesOutlook CRM can be implemented within minutes and automatically syncs all customer data. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database.
Reaching contacts via email campaigns is simplified with SalesOutlook CRM. These email blast forms are available in HTML or RTF formats, offering users more flexiblility when it comes to sending custom email blasts to a client base. This feature, paired with a seamless integration to Constant Contact, means that SalesOutlook CRM can efficiently and quickly create the ideal email campaign for your targeted contacts. Each member of your team is able to view the email campaign results from within each individual contact record.
SalesOutlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as “Opportunity” or “Customer Inquiry” directly from the email interface. By right-clicking on a customer name, users can easily access contact information, providing instant visibility into all the necessary information related to any particular buyer. SalesOutlook CRM is a specialized system that builds upon a frequently-used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction. It's a great fit for growing companies in a variety of verticals and we generally recommend it to companies with more than 5 users.
Anthony from Dalcor Real Estate
Specialty: Real Estate
Employees number: 2-10 employees
It was very useful and well organized. The contacts information enabled me to contact my clients and helped.
The ease to put my contacts in and get organized.
The cost and the start up time to load in additional information like Birthday's.
It is one of the best products out there.
Brian from Midwest Foods
Specialty: Food / Beverage
The ability for inexperienced users to adjust to the platform in a short time frame.
I've experienced maintenance outages more times than I would like. The software has been out or slowed down about once a month since I have been a user.
Simply to have patience and be open minded about the process. Although small, there is in fact a learning curve.
Nan from keller williams group one
Specialty: Real Estate
Reliable and easy to work with, clear in terms of usability, not complicated on daily basis
Can be limited as to specific templates to work with
Figure out how to make this less limited in sendouts
Erdem from Midwest Foods Inc.
Specialty: Food / Beverage
SalesOutlook CRM is easy to use Customer Relationship Managment system. Our company decied to go with with Sales Outlook because it easliy integrates with Microsoft Outlook so there is no need extra steps.
I wish online instructions will be more detailed. You really need to self educate yourself. There is not much you can find online.
Make sure you educate your staff before go online with this CRM. O
Sue from City of Hamilton
SalesOutlook is easily installed and the customer support was exceptional.
At this point, there is nothing we've uncovered that does not meet our expectations.
Be sure to request an on-line introduction to the features and functions for you and your team. It was very helpful in identifying that this was the right CRM tool for our organisation's requirements.
Mary from EBIO
We have been using SalesOutlook only for a short time in our business. 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 … well some of us anyway. The main problems with any CRM software are to do with inputting accounts, contacts, sales opportunities etc. from a previous CRM. However, this is more due to the way the previous CRM dealt with data rather than SalesOutlook. I have to say, though, that SalesOutlook was quicker than our last CRM at inputting our data. We got the Quickbooks integration module. We already used Quickbooks but we thought it would make life easier to be able to use it in SalesOutlook rather than have to go into Quickbooks separately. For this to work there has to be a dedicated computer that would switch on at a given time to download the last days invoices from Quickbooks. This is usually the administrator’s computer. However, because we have to leave it on all the time we decided to use a netbook, which seems crazy I know but it works fine. There will be more challenges as time goes on but as we come across them it makes us more familiar with the process. Each company requires a different way of working with a CRM so there will be changes and updates. That was the same with our previous CRM. Set up is part and parcel of any CRM and it takes time and SalesOutlook is no exception. The technical support team work hard to help you through the process and solve problems. The only fly in the ointment is the training. The time allotted to it isn’t enough. We learned a lot through trial and error, and maybe that’s the better way to learn anyway. Overall, for our business, it works great. I would say to ask me again in 6 months, but when asked if they’d rather go back to the old one, I get a resounding “No!”
If I had to choose something to dislike it would be the time to set it all up. However, the set up time is the same for most CRMs so it isn't really a salesoutlook problem alone. Training needs more time, but as I said in the full review we learned more from trial and error.
If anyone wants to evaluate the software, go for a trial period and negotiate training in two stages. One, the initial stage where it gives an overview of the application, and then take each group of people with particular work needs and go into more detail. You will need more time than you think to get familiar with it and take notes. Although it seems to work like our brain does (or how we think our brain works), when it comes to manually interpreting that using motor skills ... it's a totally different situation.
Kim from Radiance
Easy to use, user-friendly software, and provides good followup results.
Nothing so far. I have been very pleased with the program
Consider your team's technological experience and the type of results desired.
Craig from GAF Materials Corporation
Tracking appointments and activities, sales call, and branch visits.
Duplication of data management, accounts, big brother aspect to the sales force.
This is a great tool for sales professionals and senior management.
Andrea from S&d consulting
Specialty: Other services
Functionality and ease of use with program and layout.
Ease of connecting with live customer service as needed.
Make sure the program's strong point meets your company's needs.
Dulcie from CPWM
It makes the work flow smoother than many of the other options available.
There could always be more user support from the vendor. A higher level of attention, so to speak.
Check your options out before you commit to any one software. It can be hard to change after you start.
Holly from Lifestyle Risk Calculator
Specialty: Healthcare / Medicine
I really like the service that comes along with it. There are people available in case you need help understanding any function.
Contact input can be tedious if you have many different accounts or different tags to be assigned.
Make use of all the functions they provide with the system. Newsletters, sales reports, newsletter reports, any new leads or opportunities with any kind of business!
David from DAGcommunications, Inc.
It works for us right now and we will start shopping around next year.
Need more options since we are a sales company in the communications sector.
Understand the market and your business sector, a lot of changes and new options coming in 2015.
Siedel from Inspired Review
It's very easy to understand, and for me, that is the most important thing, as well as for my colleagues in this company.
I don't like reading the fine print of the disclaimers, but no one does. Yet, it is important to read it to know your rights.
I would recommend talking to other people who have used the software before and getting feedback.
Melinda from Pfizer
Updated information, current relevancy with immediate assistance if necessary.
Actually not much I don't like about this vendor or format of service.
Make sure key hardware components match up to software requirements.