CNET Editors' review
Sales managers will appreciate how this add-on exploits Outlook's powerful Contacts feature as a basis for managing existing customers and adding new ones.
Some apps adopt the typical e-mail client interface to lend a sense of familiarity and ease of use to its functions; this one adopts the client itself. If you use and like Outlook, you'll be happy. If you rely on another e-mail client, you won't be so happy. SalesOutlook installs an unobtrusive minitoolbar to Outlook's existing toolbar. It provides quick access to the add-on's tools and features and simply folds into the user's normal everyday workflow for employing e-mail. The tool performed well in our tests. Windows opened quickly, and navigating their tabbed categories was a breeze. We liked the straightforward manner of entering new contacts and assigning identifiers--divided into both Opportunity IDs and Inquiry IDs--to allow logical tracking for follow-up and decision-making. We also appreciated how SalesOutlook consolidated a number of tasks into a single app, such as the built-in features for monitoring time and mileage dedicated to each customer and project management components. Further, the add-on exploited Outlook's primary e-mail functions for creating e-mail blasts and maintaining important contact with customers--a critical element of any CRM software.
The trial period should be sufficient for any professional to determine the add-on's suitability for his or her work. The price will scare away the small-timers, but intent CRM staff members will find SalesOutlook a nice fit in their workday, particularly if they are frequently on the go.
Publisher's Description
From SalesOutlook:
CRM Software for Outlook. Manage your contacts, e-mails, opportunities, calendar and more without leaving Outlook. SalesOutlook leverages the combination of Microsoft Office and Exchange Server to deliver a customizable account-focused electronic customer interaction and team collaboration system. SalesOutlook is the powerful and friendly Outlook CRM Software for Microsoft Outlook users. New e-mail marketing integration with Constant Contact.
What's new in this version: Version 7.0 adds new big button toolbar items to help with navigation.
More Popular CRM Software downloads
- Sonar
579 downloads
- pipeliner
254 downloads
- Print Studio Photo ID Card Software
147 downloads
- Business Card Templates for Word
128 downloads
- CRM-Express Free
125 downloads
-
All versions:
3.2 starsout of 8 votes
-
Current version:
3.5 starsout of 4 votes
-
My rating:
Write review
Results 1-4 of 4
-
"Misleading. AFTER you install, tells you its a trial!"
Version: SalesOutlook CRM 7.0
Pros
REMOVED PRIOR TO USING! May be a good product but,
I don't do business with "bait and switch" sales tactics.Cons
Misleading. AFTER you go thru the install process, it informs you it is a 30 day trial, with purchase reqd!
Summary
I don't do business with businesses who use misleading or "bait and switch" sales tactics. PERIOD!
-
"More than I needed"
Version: SalesOutlook CRM 7.0
Pros
Lots of features
Cons
Not particularly intuitive
Summary
More than I needed
-
"Awesome Product"
Version: SalesOutlook CRM 7.0
Pros
Let's me use my Outlook and Exchange server for Contact management. Pretty Cool! feature saving emails to contacts. The document management feature was a great surprise.
Cons
None so far.
Summary
I can manage everything from Outlook, no extra synching to other databases. Wow this software Rocks!
-
"Best Outlook CRM"
Version: SalesOutlook CRM 7.0
Pros
100% inside of Outlook
Cons
Requires Microsoft Office
Summary
Cool product, CRM requires some work on youur part but it is worth it in the end. Can't live without it now.
Add Your Review
Submit your reply
E-mail this review
Report offensive content
See more CNET content tagged:
Previous Versions:
