The Ultimate CRM Tool for Productivity and Efficiency
July 16, 2021

The Ultimate CRM Tool for Productivity and Efficiency

Jeffrey Serra, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with SalesOutlook CRM

[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
  • Optimized organization
  • Increased productivity

Do you think SalesOutlook CRM delivers good value for the price?

Yes

Are you happy with SalesOutlook CRM's feature set?

Yes

Did SalesOutlook CRM live up to sales and marketing promises?

Yes

Did implementation of SalesOutlook CRM go as expected?

Yes

Would you buy SalesOutlook CRM again?

Yes

Provides a more efficent and organizaed approach to my workload. Easy to implement and utilize
Easy to implement and utilize. Provides the ultimate in efficiency in my workload.
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.

SalesOutlook Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
7
Quote & order management
7
Interaction tracking
7
Channel / partner relationship management
9
Case management
7
Call center management
7
Help desk management
7
Lead management
7
Email marketing
7
Task management
7
Billing and invoicing management
7
Reporting
7
Forecasting
7
Pipeline visualization
7
Customizable reports
7
Custom fields
7
Custom objects
7
Scripting environment
7
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
10
Social data
7
Social engagement
7
Marketing automation
8
Compensation management
7
Mobile access
8