Name: SalesOutlook CRM
Rating: 7.7 (89 reviews)
Author: SalesOutlook

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Development

Higher Education

K-12 Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

File Sharing

Smart Spaces

Streaming Analytics

Enterprise

Accounting

Financial Close

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Cost Management

Cloud Storage

Data Preparation

Debugging

Edge Computing

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Managed Hosting

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Runtime Application Self-Protection

Secure Web Gateway

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

App Store Optimization (ASO)

Community

Content Experience

Content Management

Creative Collaboration

Customer Journey Mapping

Digital Asset Management

Email Marketing

Marketing Automation

Online Proofing

Public Relations (PR)

Sales and Marketing Automation

Social Media Management

Social Media Marketing

Survey & Forms Building

Video

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Content Management

Sales

Chiropractic

Civil Engineering

ID Card

Moving Software

Nonprofit Fundraising

Oil and Gas

Tax Practice Management

Vertical-Specific

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Streamlined and Organized: Many users have expressed that SalesOutlook CRM is organized, streamlined, and easy to use. They appreciate how the software helps them keep track of leads, follow-ups, and other sales-related tasks efficiently. 

Excellent Customer Service: Several reviewers have highlighted the helpfulness of the customer service team in assisting with questions and providing support. Users value this aspect as it ensures a smooth experience while using SalesOutlook CRM.

Seamless Integration with Outlook: A significant number of users mention that they like how SalesOutlook CRM integrates well with Microsoft Outlook. This integration allows them to seamlessly manage their email contacts and sales team, eliminating the need for separate systems or extra steps.

Lack of Comprehensive Training Resources: Many users have expressed that the software lacks detailed online instructions, requiring self-education. They have suggested the need for more comprehensive training materials and knowledge documents to better understand and utilize the tool.

Outdated and Non-Intuitive User Interface: Several reviewers have criticized the user interface, stating that it is outdated and less user-friendly compared to other CRM platforms like Salesforce. They specifically mentioned that the UI resembles older screens, which may contribute to difficulties in navigation and overall usability.

Compatibility Issues with Windows: Numerous users reported experiencing compatibility issues, particularly with certain versions of Windows. One specific user mentioned encountering problems while using the product on Windows 10 with Office 365, despite attempting multiple reloads of both software packages. These compatibility issues can potentially hinder a smooth user experience.

Users of this CRM software have found it to be a valuable tool for capturing and storing sales intelligence on their customers. By centralizing information in one platform, users can ensure that valuable data is not lost or scattered among different sources. Additionally, the software's integration with Microsoft Outlook allows users to easily archive important emails, budgets, and sales quotes within the CRM system.

With synchronization capabilities, the CRM ensures that sales and marketing proposals are always up-to-date and accessible. This feature has been highly appreciated by users, as it helps teams stay organized and never miss a lead. Moreover, the seamless syncing of contacts and notes from Outlook makes it convenient for tracking and managing client conversations.

The simplicity and ease of use of this software make it particularly suitable for small businesses. While some users have mentioned that there is a bit of a learning curve, they still recommend the product due to its numerous benefits. However, there have been requests for more integrated features in the software.

On the downside, some users have reported issues with customer service being slow and rude. Additionally, extensive training may be required to fully utilize the product's potential. There have also been complaints about the company's lack of transparency regarding Office 365 account requirements and difficulties with refunds.

Nevertheless, this CRM has been successfully utilized across various departments in organizations, including pre-sales, client relationship management, sales, marketing, and category management. The integration with Outlook has proven to be highly valuable for keeping all information in sync and efficiently connecting emails with client accounts. Overall, this software addresses common issues such as mistyping information and forgetting to attach important documents to files, thereby improving efficiency in the sales department.

Starter

Professional

Unlimited

Agentforce 1 Sales

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SalesOutlook CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Likelihood to Recommend

Usability

Support Rating

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Security

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

SalesOutlook is a CRM solution 100% embedded into MS-Outlook.

SalesOutlook

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

This component of CRM software helps companies leverage social media in engaging with customers.

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

The software can facilitate and track engagement with customers via social channels.

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.