What users are saying about
52 Ratings
52 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

SalesOutlook

We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way.I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.
Ejaz Hussain | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

SalesOutlook
8.9
Customer data management / contact management
SalesOutlook
9.7
Workflow management
SalesOutlook
9.5
Territory management
SalesOutlook
9.0
Opportunity management
SalesOutlook
8.0
Integration with email client (e.g., Outlook or Gmail)
SalesOutlook
9.7
Contract management
SalesOutlook
9.0
Quote & order management
SalesOutlook
9.0
Interaction tracking
SalesOutlook
7.3
Channel / partner relationship management
SalesOutlook
8.7

Customer Service & Support

SalesOutlook
7.2
Case management
SalesOutlook
7.5
Call center management
SalesOutlook
5.5
Help desk management
SalesOutlook
8.5

Marketing Automation

SalesOutlook
7.0
Lead management
SalesOutlook
7.0
Email marketing
SalesOutlook
7.0

CRM Project Management

SalesOutlook
7.6
Task management
SalesOutlook
8.3
Billing and invoicing management
SalesOutlook
7.0
Reporting
SalesOutlook
7.5

CRM Reporting & Analytics

SalesOutlook
7.9
Forecasting
SalesOutlook
8.0
Pipeline visualization
SalesOutlook
8.5
Customizable reports
SalesOutlook
7.3

Customization

SalesOutlook
7.3
Custom fields
SalesOutlook
8.0
Custom objects
SalesOutlook
6.0
Scripting environment
SalesOutlook
7.0
API for custom integration
SalesOutlook
8.0

Security

SalesOutlook
8.0
Single sign-on capability
SalesOutlook
8.0
Role-based user permissions
SalesOutlook
8.0

Social CRM

SalesOutlook
8.2
Social data
SalesOutlook
8.0
Social engagement
SalesOutlook
8.3

Integrations with 3rd-party Software

SalesOutlook
7.5
Marketing automation
SalesOutlook
8.5
Compensation management
SalesOutlook
6.5

Platform

SalesOutlook
7.0
Mobile access
SalesOutlook
7.0

Pros

SalesOutlook

  • sales analysis
  • Product movement analysis
  • Tertiary sales
  • Documentation & Contract
  • Sales & Marketing review
  • Category performance
Jai Soni | TrustRadius Reviewer

Cons

SalesOutlook

  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
Anonymous | TrustRadius Reviewer

Usability

SalesOutlook

SalesOutlook 9.0
Based on 3 answers
Provides a more efficent and organizaed approach to my workload. Easy to implement and utilize
Jeffrey Serra, MBA | TrustRadius Reviewer

Support Rating

SalesOutlook

SalesOutlook 9.3
Based on 3 answers
Support provided by the team was very prompt at the time of inducting the tool, the overall experience was very good.
Ejaz Hussain | TrustRadius Reviewer

Alternatives Considered

SalesOutlook

it is very user-friendly and having very good compatibility with other software. Moreover the aftersales training and support is best amongst in the industry.
Jai Soni | TrustRadius Reviewer

Return on Investment

SalesOutlook

  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.
Anonymous | TrustRadius Reviewer

Pricing Details

SalesOutlook

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

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