SalesOutlook CRM Software


 

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. 

 

SalesOutlook CRM - SalesOutlook Toolbar
 
  • SalesOutlook CRM - SalesOutlook Toolbar
    SalesOutlook Toolbar
  • SalesOutlook CRM - Account Profile Screen
    Account Profile Screen
  • SalesOutlook CRM - Management Dashboard
    Management Dashboard
  • SalesOutlook CRM - Contact Profile
    Contact Profile
  • SalesOutlook CRM - Customer Service
    Customer Service
Supported Operating System(s):
Web browser (OS agnostic)

16 Reviews of SalesOutlook CRM

 
Software Advice Reviews (14)
More Reviews (2)

Showing 1-14 of 14

from Dalcor Real Estate
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

Dalcor Real Estate

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It was very useful and well organized. The contacts information enabled me to contact my clients and helped.

Pros

The ease to put my contacts in and get organized.

Cons

The cost and the start up time to load in additional information like Birthday's.

Advice to Others

It is one of the best products out there.

 
 

from Midwest Foods
Specialty: Food / Beverage

SalesOutlook CRM Review

Ease-of-use

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N/A

Likes Best

The ability for inexperienced users to adjust to the platform in a short time frame.

Likes Least

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.

Recommendations

Simply to have patience and be open minded about the process. Although small, there is in fact a learning curve.

 
 

from keller williams group one
Specialty: Real Estate

Has limitations as to personalizing newsletters

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Likes Best

Reliable and easy to work with, clear in terms of usability, not complicated on daily basis

Likes Least

Can be limited as to specific templates to work with

Recommendations

Figure out how to make this less limited in sendouts

 
 

from Midwest Foods Inc.
Specialty: Food / Beverage

SalesOutlook CRM SQL

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Likes Best

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.

Likes Least

I wish online instructions will be more detailed. You really need to self educate yourself. There is not much you can find online.

Recommendations

Make sure you educate your staff before go online with this CRM. O

 
 

from City of Hamilton
Specialty: Other

SalesOutlook

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Likes Best

SalesOutlook is easily installed and the customer support was exceptional.

Likes Least

At this point, there is nothing we've uncovered that does not meet our expectations.

Recommendations

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.

 
 

from EBIO
Specialty: Manufacturing

It works the way our brains work!

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Likes Best

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!”

Likes Least

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.

Recommendations

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.

 
 

from Radiance
Specialty: Consulting

Carrasco Review

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Likes Best

Easy to use, user-friendly software, and provides good followup results.

Likes Least

Nothing so far. I have been very pleased with the program

Recommendations

Consider your team's technological experience and the type of results desired.

 
 

from GAF Materials Corporation
Specialty: Manufacturing

Sr Business Analyst - Sales

Ease-of-use

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N/A

Likes Best

Tracking appointments and activities, sales call, and branch visits.

Likes Least

Duplication of data management, accounts, big brother aspect to the sales force.

Recommendations

This is a great tool for sales professionals and senior management.

 
 

from S&d consulting
Specialty: Other services

Crm review

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Likes Best

Functionality and ease of use with program and layout.

Likes Least

Ease of connecting with live customer service as needed.

Recommendations

Make sure the program's strong point meets your company's needs.

 
 

from CPWM
Specialty: Retail

My Review - by Dulcie

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Likes Best

It makes the work flow smoother than many of the other options available.

Likes Least

There could always be more user support from the vendor. A higher level of attention, so to speak.

Recommendations

Check your options out before you commit to any one software. It can be hard to change after you start.

 
 

from Lifestyle Risk Calculator
Specialty: Healthcare / Medicine

Gets the job done

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Likes Best

I really like the service that comes along with it. There are people available in case you need help understanding any function.

Likes Least

Contact input can be tedious if you have many different accounts or different tags to be assigned.

Recommendations

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!

 
 

from DAGcommunications, Inc.
Specialty: Telecommunications

It's OK waiting for another option

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Likes Best

It works for us right now and we will start shopping around next year.

Likes Least

Need more options since we are a sales company in the communications sector.

Recommendations

Understand the market and your business sector, a lot of changes and new options coming in 2015.

 
 

from Inspired Review
Specialty: Legal

It's good and works well. Everyone likes it a lot.

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Likes Best

It's very easy to understand, and for me, that is the most important thing, as well as for my colleagues in this company.

Likes Least

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.

Recommendations

I would recommend talking to other people who have used the software before and getting feedback.

 
 

from Pfizer
Specialty: Pharmaceuticals

Senior sales insight

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Likes Best

Updated information, current relevancy with immediate assistance if necessary.

Likes Least

Actually not much I don't like about this vendor or format of service.

Recommendations

Make sure key hardware components match up to software requirements.

 
 
 
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