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Image: SalesOutlook CRM for Outlook
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Image: SalesOutlook is a Microsoft Certified Partner

SalesOutlook FAQs



FAQ1: What is CRM?

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CRM (Customer Relationship Management) is the term for methodologies and software that help manage relationships in an organised way. For example, an organisation might build a database about its customers that described relationships in sufficient detail so that management, salespeople and people providing service could access information, match customer needs with product offerings, remind customers of service requirements, know what other products a customer had purchased, and so forth.


FAQ2: What are the SalesOutlook CRM System Requirements?

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FAQ3: Is SalesOutlook CRM Software a Microsoft Product?

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SalesOutlook CRM fully integrates with Microsoft Office products but is developed by SalesOutlook Inc. in the United States. SalesOutlook Inc is a Microsoft certified partner as is Cerulean Solutions Ltd in the UK.


FAQ4: I don't have Microsoft Exchange Server, how do i obtain this?

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For information on Microsoft Exchange server and your networking requirements contact our team and we will be pleased to help and advise you.


FAQ5: Can i download a trial version of your CRM Solution?

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Yes, to receive a fully functional demonstration copy go to the demonstration page and complete the request form. Details of how to download your demonstration version will be then be sent to you.


FAQ6: Why are there several different versions of SalesOutlook?

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Our Outlook CRM Software has been developed to meet the requirements of organisations in different markets and of varying size. The size and nature of your organisation will determine which SalesOutlook product best suits your needs. For example, the SBE (Small Business Edition) is exactly the same as the standard SalesOutlook package but without some of the modules that may not be required for a small business. If your business grows in size and complexity, these additional modules can then be purchased and added on seamlessly as required.

Our consultants will be able to advise on what is the most suitable and cost-effective solution for your business. Contact us for more information.


FAQ7: Will my staff need training to use the SalesOutlook CRM Solution?

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Because SalesOutlook is a CRM for Outlook it presents users with a familiar interface. This means that the training required and time taken to get users up to speed is minimised. Training may be necessary to help users understand how the system will fit in with your business processes and how your processes may be adapted to ensure your company reaps the full benefit of our system.


FAQ8: Can SalesOutlook be customized to fit my needs?

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Yes, our software has been developed to encourage customisation of forms, reports and management information so that they are tailored to meet the needs of your organisation. SalesOutlook can also be linked into your existing systems and software packages, making it an integral part of your business.


FAQ9: Why should i choose SalesOutlook?

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SalesOutlook is the ideal Outlook CRM software product for small and medium-sized businesses:
  • It is a fully functional CRM application that contains all the tools you need to assist you in the management of your customers, suppliers and prospects
  • It integrates with and works through Microsoft Outlook making it familiar, easy to learn and easy to use
  • It is an extremely cost-effective solution in comparison to other products and offers outstanding value for money.

Faq10: How do i purchase SalesOutlook?

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To purchase SalesOutlook, simply contact us on 0845 230 6670 and one of our knowledgeable staff will help you with your requirements.