SalesOutlook

SalesOutlook Reviews

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Ratings and Reviews
(1-4 of 4)

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Jai Soni | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Jeffrey Serra, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
March 09, 2021

An Easy to use CRM

Ejaz Hussain | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.