SalesOutlook CRM for customer service & sales performance analysis
September 14, 2021

SalesOutlook CRM for customer service & sales performance analysis

Jai Soni | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with SalesOutlook CRM

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
  • Positive impact: Direct analysis of revenue related people
  • Positive impact: Direct analysis of category performance
  • Positive impact: Documentation and contract management
it is very user-friendly and having very good compatibility with other software. Moreover the aftersales training and support is best amongst in the industry.

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?

I wasn't involved with the implementation phase

Would you buy SalesOutlook CRM again?

Yes

Provides Best analytics for Sales, marketing, customer services.
Highly compatible with other local software
Best online/offline support. However the software is very user friendly.
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.

SalesOutlook Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
10
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
6
Channel / partner relationship management
8
Case management
8
Call center management
4
Help desk management
10
Lead management
7
Task management
8
Billing and invoicing management
5
Reporting
8
Forecasting
9
Pipeline visualization
10
Customizable reports
5
Custom fields
9
Custom objects
5
Scripting environment
7
API for custom integration
9
Role-based user permissions
8
Single sign-on capability
6
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
6
Mobile access
6