SalesOutlook

SalesOutlook Reviews

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Ratings and Reviews
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Jai Soni | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
It is being used by our sales & marketing team. We are using it for category management. It provides the best analysis of product and category performance. Since we are in exports, so documentation plays very important part in our day to day dealings. By SalesOutlook CRM, we are able to keep the track of our documentation & contracts as well. It is a perfect solution for our Sales & Marketing team.
  • sales analysis
  • Product movement analysis
  • Tertiary sales
  • Documentation & Contract
  • Sales & Marketing review
  • Category performance
  • More features are required when results are being displayed
  • Very less training material is available on internet
  • More options are required in chart/diagram features for better presentation
SalesOutlook CRM can be used very well in the department where sales and marketing are being managed. Our team is also using this for the management of HR functions. However it cannot be used in Corporate finance, accounting etc.
Best online/offline support. However the software is very user friendly.
Jeffrey Serra, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
[SalesOutlook CRM is] used across the whole organization. Salesforce and Outlook are integrated and it has become extremely useful to have all information in sync. To have contacts from valuable accounts and information related to those accounts syncs without Outlook makes it very efficient and useful.
  • Contacts Sync
  • Essential SFDC Info Sync
  • Key Organization
  • Does not sync all contact info
  • Does not sync all SFDC info regarding account
SalesOutlook CRM is extremely useful when you are working with either a few accounts/contacts or many accounts/contacts. It is extremely useful to be organized and maintain your book of business. It not only keeps you connected with your accounts, but it also informs you of when you last contacted them.
Easy to implement and utilize. Provides the ultimate in efficiency in my workload.
March 09, 2021

An Easy to use CRM

Ejaz Hussain | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
[SalesOutlook CRM] was mainly used by our pre-sales & client relationship department for achieving tasks such as connecting with potential contacts, tracking appointments & driving sales calls timely owing to its simple yet powerful integration with outlook webmail.
This tool helped us in managing our customer base information efficiently & eased the overall quotation process.
  • Intuitive user interface.
  • Easy to use.
  • Easy to navigate.
  • More third party integration needed.
  • Manually inputting of contacts needs to be fixed.
  • There could be more knowledge documents for the tool.
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.
Support provided by the team was very prompt at the time of inducting the tool, the overall experience was very good.
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
  • 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.

SalesOutlook Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (9)
89%
8.9
Customer data management / contact management (4)
97%
9.7
Workflow management (3)
95%
9.5
Territory management (4)
90%
9.0
Opportunity management (3)
80%
8.0
Integration with email client (e.g., Outlook or Gmail) (4)
97%
9.7
Contract management (4)
90%
9.0
Quote & order management (4)
90%
9.0
Interaction tracking (4)
73%
7.3
Channel / partner relationship management (4)
87%
8.7
Customer Service & Support (3)
72%
7.2
Case management (3)
75%
7.5
Call center management (2)
55%
5.5
Help desk management (2)
85%
8.5
Marketing Automation (2)
70%
7.0
Lead management (3)
70%
7.0
Email marketing (2)
70%
7.0
CRM Project Management (3)
76%
7.6
Task management (4)
83%
8.3
Billing and invoicing management (3)
70%
7.0
Reporting (2)
75%
7.5
CRM Reporting & Analytics (3)
79%
7.9
Forecasting (3)
80%
8.0
Pipeline visualization (2)
85%
8.5
Customizable reports (3)
73%
7.3
Customization (4)
73%
7.3
Custom fields (2)
80%
8.0
Custom objects (2)
60%
6.0
Scripting environment (2)
70%
7.0
API for custom integration (2)
80%
8.0
Security (2)
80%
8.0
Single sign-on capability (2)
80%
8.0
Role-based user permissions (2)
80%
8.0
Social CRM (2)
82%
8.2
Social data (3)
80%
8.0
Social engagement (3)
83%
8.3
Integrations with 3rd-party Software (2)
75%
7.5
Marketing automation (3)
85%
8.5
Compensation management (2)
65%
6.5
Platform (1)
70%
7.0
Mobile access (2)
70%
7.0

What is SalesOutlook?

SalesOutlook Pricing

Frequently Asked Questions

What is SalesOutlook's best feature?

Reviewers rate Customer data management / contact management and Integration with email client (e.g., Outlook or Gmail) highest, with a score of 9.7.

Who uses SalesOutlook?

The most common users of SalesOutlook are from Mid-size Companies and the Unknown industry.