SalesOutlook Reviews

32 Ratings
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Score 7.3 out of 100

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Anonymous | TrustRadius Reviewer
January 31, 2018

SalesOutlook makes it easy!

Score 9 out of 10
Vetted Review
Verified User
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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
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

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

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