SalesOutlook CRM for Outlook is designed to help you manage all aspects of the Sales and Customer Service cycle, from planning stage right through to relationship management and review.
Perfect integration with Outlook and Microsoft Office
Email, calendar and documents are linked between Microsoft Office and SalesOutlook (merging, faxing, bulk personalised email). This eliminates the need for duplication when creating reminders, notes, emails, letters etc. Because the SalesOutlook is inherently built into Microsoft Outlook, this integration is seamless, making SalesOutlook a true CRM for Outlook.
Intuitive, familiar and easy to use interface.
Being based within the familiar Microsoft Outlook interface means that our Outlook CRM software is easier to learn, ensuring a higher adoption rate and easier integration into your business. Because SalesOutlook is a CRM for Outlook it allows your staff members to quickly adapt and start using the system immediately with limited training being required.
Quick, reliable synchronization for disconnected
users.
This means that if you are working offline or remotely from your server, the SalesOutlook CRM software will seamlessly synchronise the data when your connection is re-established simply by using the send/receive function within Microsoft Outlook.
Hierarchical Account and Contact Management
with multiple locations.
This allows you and your colleagues to gain a valuable view of the structure of organisations and departments to help increase understanding of the customer and the opportunities that may be available.
Figure 1: Account Window |
Figure 2: Account
Contact Window |
Figure 3: Opportunity
Window
Click on
image to enlarge. Links will open a new popup
window. |
Customer segmentation, profiling and planning
tools.
Perfect for targeted marketing activity such as direct mail, telesales and promotions. You can target your customers with the correct message for them, increasing your likelihood of making a sale.
Customer service functionality to track
inquiries and follow up; searchable knowledgebase
of known resolutions to common issues.
Vital to the quality of service you offer your customers, this means that all customer service issues are recorded and can be seen, dealt with and monitored to ensure they are resolved successfully.
Figure 4: Customer
Service Window
Click
on image to enlarge. Links will open a
new popup window. |
Reporting on sales pipeline and service
activities (sample requests, competitive activity,
sales forecast, open customer service inquiries,
etc.).
SalesOutlook CRM software enables you to produce snapshot information for planning and budgeting for current and future activity and income.
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(Application Program Interface) and custom reporting. This means that the SalesOutlook CRM software will fit the differing needs of the varied functions or departments within your organisation. Additionally, by utilising Microsoft Outlook, customisations and modifications will be easily integrated into your existing workflow, allowing staff to effortlessly adjust to the ever evolving CRM solution.
Integration with PDA’s and Wireless technologies.
Salespeople on the road can harness the features and power of our CRM for Outlook and share data with their office based colleagues
Integration with your Microsoft Office tools.
Microsoft Word and Microsoft Excel documents can be generated from within SalesOutlook and are automatically saved against the relevant contact or account for instant recall. Templates can also be set up to allow you to standardise the correspondence that your company is despatching.
SalesOutlook CRM Reporting with Crystal Reports
SalesOutlook CRM software includes a selection of reports that users have identified as being useful to their business. Any number of bespoke reports can be created and integrated using Crystal Reports.
Customised Views.
Data views are fully customisable, allowing users to see the fields and sort data in a way that is most efficient for them.
Features
& Benefits
