SalesOutlook CRM

Overview

Recent Reviews

SalesOutlook makes it easy!

9 out of 10
January 31, 2018
We use it to connect emails with our clients to their accounts in Salesforce. We use it solely in the sales department. It addresses …
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Popular Features

View all 31 features

Integration with email client (e.g., Outlook or Gmail) (5)

9.2
92%

Customer data management / contact management (5)

9.2
92%

Territory management (5)

9.1
91%

Contract management (5)

9.0
90%

Reviewer Pros & Cons

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Features Scorecard

Sales Force Automation

8.7
87%

Customer Service & Support

7.3
73%

Marketing Automation

7.6
76%

CRM Project Management

7.8
78%

CRM Reporting & Analytics

8.0
80%

Customization

7.9
79%

Security

8.2
82%

Social CRM

8.3
83%

Integrations with 3rd-party Software

7.7
77%

Platform

6.6
66%

Product Details

What is SalesOutlook?

Comparisons

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Reviews and Ratings

 (60)

Ratings

Reviews

(1-5 of 5)
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Abhishek Ankush | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We have been using SalesOutlook for our business. It works like the way our brain works well some of us anyway. It is nice software for sales & marketing, you can track and monitor your sales team and document your contract. Its feature of task generation is very helpful to track your tasks.
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.
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.
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.