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https://media.trustradius.com/product-logos/yR/qR/JZLJZPNQZPU3.pngSalesOutlook makes it easy!We use it to connect emails with our clients to their accounts in Salesforce. We use it solely in the sales department. It addresses issues of mistyping information or forgetting to attach important documents to a file.,It makes it easy to transfer information It is easy to view in conjunction with Outlook Keeps people accountable for details in the file,Sometimes it doesn't load properly Would like some of the buttons to be a bit more user-friendly,9,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.,
  3. SalesOutlook Reviews
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SalesOutlook CRM
29 Ratings
Score 7.0 out of 101
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SalesOutlook Reviews

SalesOutlook
29 Ratings
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Score 7.0 out of 101

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January 31, 2018

SalesOutlook makes it easy!

Verified User
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use it to connect emails with our clients to their accounts in Salesforce. We use it solely in the sales department. It addresses issues of mistyping information or forgetting to attach important documents to a file.
  • It makes it easy to transfer information
  • It is easy to view in conjunction with Outlook
  • Keeps people accountable for details in the file
It is good for situations where you are emailing with clients about pertinent information that needs to be included in the SalesForce account for that client. It is much easier than having to copy and paste. It is not as appropriate for attachments because you cannot attach PDFs etc., to the SalesForce account page from Outlook.
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SalesOutlook Scorecard Summary

Likelihood to Recommend (29)
7.0

Feature Scorecard Summary

Customer data management / contact management (1)
7
Workflow management (1)
7
Territory management (1)
5
Opportunity management (1)
5
Integration with email client (e.g., Outlook or Gmail) (1)
9
Contract management (1)
9
Quote & order management (1)
5
Interaction tracking (1)
9
Channel / partner relationship management (1)
7
Case management (1)
8
Lead management (1)
5
Email marketing (1)
6
Task management (1)
9
Marketing automation (1)
6

About SalesOutlook

Categories:  Customer Relationship Management (CRM)