SalesOutlook makes it easy!
Anonymous | TrustRadius Reviewer
January 31, 2018

SalesOutlook makes it easy!

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with SalesOutlook CRM

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
  • 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.
I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses.
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 Feature Ratings

Customer data management / contact management
7
Workflow management
7
Territory management
5
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
5
Interaction tracking
9
Channel / partner relationship management
7
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
Lead management
5
Email marketing
6
Task management
9
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
6
Compensation management
Not Rated
Mobile access
Not Rated