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Over SalesOutlook CRM

Op MS Outlook gebaseerde CRM-plug-in die accountbeheer, leadtracking, mobiele toegang en documentbeheer biedt.

Meer informatie over SalesOutlook CRM

Pluspunten:

It is integrated with the Outlook email client which we already use, and. It appeared to be intuitive, i.e. it works like the way our brains work … well some of us anyway.

Minpunten:

Can be limited as to specific templates to work with.

Beoordelingen van SalesOutlook CRM

Gemiddelde score

Gebruiksgemak
4,1
Klantenservice
3,9
Functies
4,1
Prijs-kwaliteitverhouding
4,0

Waarschijnlijkheid van aanbeveling

8,1/10

SalesOutlook CRM heeft een totaalscore van 4,0 van 5 sterren op basis van 45 gebruikersreviews op Capterra.

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Reviews filteren (45)

Bradon
Bradon
Academic Technologist at CU Online in VS
Geverifieerde LinkedIn-gebruiker
Hoger onderwijs, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

A great CRM

5,0 5 jaar geleden

Opmerkingen: But using this CRM our team is ensure that they never miss a lead and are always able to see the information that they need when they need it.

Pluspunten:

I love how easy it was to get this CRM setup and running with-in our organization. In no time I was able to add field and start tracking leads.

Minpunten:

The only issue i have is the lack of ability in display views. I wish I had the option for a couple different views for meetings and live views.

Yvonne
Owner in Canada
Financiële dienstverlening, Zelfstandig ondernemer
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Finally a system that does just what I need

4,0 2 jaar geleden

Opmerkingen: One system to house all my information for clients, suppliers and onboarding

Pluspunten:

SalesOutlook is straightforward, easy to use and customize without any hidden cost and great customer service. It's doesn't require learning a whole new product because it integrates right into Outlook

Minpunten:

I just miss physical manuals sometimes but everyone is digital now

Sarvesh Kumar
Sarvesh Kumar
Project Manager in India
Geverifieerde LinkedIn-gebruiker
Verpakkingen en verpakkingsmaterialen, 501-1.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

CRM is nice software which I work on

3,0 3 jaar geleden

Opmerkingen: Its nice software for Sales & marketing you can track and monitor your sales team and document your contract

Pluspunten:

I like task Generation feature of this software its vary helpful to track your tasks.

Minpunten:

I like this software but some least problem is Its give us too much reminder mail.

Reactie SalesOutlook

3 jaar geleden

Sarvesh, You can turn off reminders and use our Sales Dashboard to see your meetings for the week and tasks due. Thanks Sales Team

Mary
Director of Marketing in VS
Fabricage van elektrische/elektronische producten
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer
Bron: SoftwareAdvice

It works the way our brains work!

4,5 9 jaar geleden

Pluspunten:

We have been using SalesOutlook only for a short time in our business. We decided on SalesOutlook for two main reasons: 1) It is integrated with the Outlook email client which we already use, and 2) It appeared to be intuitive, i.e. it works like the way our brains work … well some of us anyway. The main problems with any CRM software are to do with inputting accounts, contacts, sales opportunities etc. from a previous CRM. However, this is more due to the way the previous CRM dealt with data rather than SalesOutlook. I have to say, though, that SalesOutlook was quicker than our last CRM at inputting our data. We got the Quickbooks integration module. We already used Quickbooks but we thought it would make life easier to be able to use it in SalesOutlook rather than have to go into Quickbooks separately. For this to work there has to be a dedicated computer that would switch on at a given time to download the last days invoices from Quickbooks. This is usually the administrator’s computer. However, because we have to leave it on all the time we decided to use a netbook, which seems crazy I know but it works fine. There will be more challenges as time goes on but as we come across them it makes us more familiar with the process. Each company requires a different way of working with a CRM so there will be changes and updates. That was the same with our previous CRM. Set up is part and parcel of any CRM and it takes time and SalesOutlook is no exception. The technical support team work hard to help you through the process and solve problems. The only fly in the ointment is the training. The time allotted to it isn’t enough. We learned a lot through trial and error, and maybe that’s the better way to learn anyway. Overall, for our business, it works great. I would say to ask me again in 6 months, but when asked if they’d rather go back to the old one, I get a resounding “No!”

Minpunten:

If I had to choose something to dislike it would be the time to set it all up. However, the set up time is the same for most CRMs so it isn't really a salesoutlook problem alone. Training needs more time, but as I said in the full review we learned more from trial and error.

Dana
Regional Sales Manager in VS
Marketing en reclame, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Great for both novice and experienced CRM users

4,0 3 jaar geleden

Opmerkingen: Prior to implementing a CRM, we had no way to capture all of the sales intelligence our sales team had on our customers. Some reps kept paper notes, some used one note, some kept it in their head. With having an older sales force and facing upcoming retirements, we needed an easy solution to start capturing this data. SalesOutlook has done just that. The implementation was seamless and the customer service is outstanding. Quick response by [SENSITIVE CONTENT] every time we have a question or an issue.

Pluspunten:

SalesOutlook is our company's first CRM system, so we needed to find a system that not only met our needs from a sales and management standpoint, but also was easy to understand and use for our tenured sales reps who have never worked in a CRM. SalesOutlook fit the bill. We also love that it is integrated into Outlook, so the sales reps do not need to sign into a separate system.

Minpunten:

For our situation, SalesOutlook fits all of our needs.

Lori
Lori
APAC Business Development in Filipijnen
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 10.000+ werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

SalesOutlook CRM personal review

5,0 vorig jaar

Pluspunten:

I have been utilizing SalesOutlook CRM for several months and I must say, I am impressed with its performance and features. Our retention rates and customer satisfaction have improved since we started using this platform. Integrating it with Outlook is seamless and very user-friendly, which makes it easier for us to manage customer relationships.

Minpunten:

So far, I haven't come across any negative issues with this. Everything is great!

Peter
Vice President in VS
Managementconsulting, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

OutlookCRM

4,0 7 jaar geleden

Opmerkingen: Would like to see more integrated features.

Pluspunten:

Easy to use, has all of the info you need for a small business to see company information and activities.

Minpunten:

the lack of seamless integration between all of the pages so that information can be viewed from anywhere in the product.

Reactie SalesOutlook

3 jaar geleden

Peter, Our new Side Panel allows you to view all related data without opening the account, contact or opportunity. It also works in the Inbox to see all related data for the sender of the email Thanks, Sales Team

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Used for about 6 months and never felt like a pro at it

3,0 6 jaar geleden

Pluspunten:

The customer/client main page was good and easy to use. It was nice to be able to customize the view and fields to fit what I wanted and used.

Minpunten:

I found the reporting process not user friendly and not intuitive to other programs. It seemed clunky and a bit old fashion in the processing and writing.

Reactie SalesOutlook

3 jaar geleden

SalesOutlook now supports Excel Reports and are much easier to use. Crystal Reports are still supported. Thanks, Sales Team

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Good CRM Product

4,0 6 jaar geleden

Opmerkingen: There are many benefits to this software, but it is also a bit difficult to learn. Highly recommend for people who are willing to learn or are familiar with Microsoft products.

Pluspunten:

I would recommend this product to anyone who is already familiar with Microsoft products and is in need of a CRM software.

Minpunten:

It is a bit difficult to learn and get used to, but once you are able to master how to use it it works well. It is just something that may take some time to learn all the ins and outs of.

Reactie SalesOutlook

3 jaar geleden

We now have a full set of training videos that will help in getting started with SalesOutlook. https://www.salesoutlook.com/salesoutlooktraining.html Thanks, Sales Team

Adam
Internet Sales Manager in VS
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

An invaluable sales tool

4,0 6 jaar geleden

Pluspunten:

Easy to use, with each tab labeled simply and clearly. It is so easy to reach many customers at once and has really helped free up some of our marketing/sales time.

Minpunten:

I do not like how you have to manually enter contacts. There should be a feature to import a list or an easier way to get lists in there.

Reactie SalesOutlook

3 jaar geleden

Adam, We have multiple ways to import contacts. You can use our Outlook contact import routine or our import spreadsheet. We also have an advanced import for bringing in data from other sources such as accounting or other CRM's. Please contact us and we can help you with the import. Thanks, Sales Team

Socrates
Account Manager in Filipijnen
Vastgoed, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

easy to use

5,0 6 jaar geleden

Opmerkingen: I liked this product a lot for what I was using it for because it synced my contacts and notes from outlook seamlessly, allowing me to start using it to track and manage our client conversations immediately. I've since moved to another CRM service - it wasn't easy to transfer the data - but this is great for small businesses in my opinion because of the simplicity.

Pluspunten:

Very basic, straight-forward user interface. Syncs with outlook - works great with MS software/apps. Unlike some other CRM services with a ton of stuff going on, this software really just has the most essential things shown and can be customized to add/take off things to suit your business needs. Information is easy to input and easy to find, read and access thereafter.

Minpunten:

In some cases, it would be nice to have some more accessibility to information in ways that other CRM services offer. It doesn't work well with mailboxes not synced through Outlook.

Matthew
Vice President in VS
Bouw, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Full integration with MicroSoft Outlook is valualble, but can be offset by the challenges of working as a MicroSoft partner.

5,0 6 jaar geleden

Opmerkingen: I think the overall value is good because we are a dedicated Microsoft Outlook office. I would like to see SalesOutlook lower the cost for the integrated email components and modules so we can do basic email services without much more cost and less learning.

Pluspunten:

The full, seemless integration into our corporate desktop and office applications is exceptional, and saves us time.

Minpunten:

Lack of full functionality for customized and complete forms in the mobile app are a weakness, and Microsoft itself causes various upgrade problems that get in our way. The system needs some stronger "self-programming" or development tools for customization.

Luke
Listing Manager in VS
Vastgoed, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Sales Outlook has saved our company so much time!

5,0 7 jaar geleden

Pluspunten:

I like that the Sales Outlook allows for us to reach our Contacts in an efficient manner. Before we would waste so much time trying to reach out to our clients but with this software, we have really boosted our sales as we have more time to actually reach out to our contacts instead of the hassle of trying to manage our contacts through a less efficient CRM system.

Minpunten:

The only thing that I dislike about the software is that we have to manually input the contacts in. If there was a feature that allowed for people who signed up on our site to automatically be added to our CRM, that would be fantastic.

Aakankshya
Owner
Computersoftware, 10.000+ werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Sales outlook is convenient to use

5,0 7 jaar geleden

Pluspunten:

The UI is self explanatory.Its easy to navigate and customizable to your organizations need.Customer inquiry is very easy, managing leads is convenient too.

Minpunten:

The UI is could be more user friendly like salesforce. This one looks more like the older day screens.The product was also not compatible with certain windows version you have to use older ones.

Arjun
Sr. Digital Marketer in India
Informatietechnologie en -diensten, 11-50 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Best CRM for all type of businesses

5,0 vorig jaar

Pluspunten:

SalesOutlook CRM helped me in storing my contacts and manage it at a time. It helps in manage tasks of my juniors and the notifications are on point. Offers lead management with reporting and precise analytics.

Minpunten:

Till date I have not found any type of disadvantages of the software.

Ingrid
Leasing & Administrative Associate in VS
Vastgoed, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Needed! And Useful.

5,0 6 jaar geleden

Pluspunten:

Easy to use, the system lets you realize it's used since each tab is self-explanatory. The interface is simple.

Rebecca
Office Manager in VS
Olie en energie, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Sales outlook use

5,0 6 jaar geleden

Pluspunten:

Very easy to use. Simple and easy to navigate, easy to find everything. I enjoy the ability to get around and find what I'm looking for.

Rebecca
Customer Service in VS
Fabricage van elektrische/elektronische producten, 501-1.000 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Outlook CRM

5,0 6 jaar geleden

Pluspunten:

This is a very user friendly product. I like the features it has and it connects well with my other programs.

Minpunten:

I have not really found any cons, this has worked well in my daily routine and I greatly value it, along with the rest of my team.

Alexandra
Office Manager in VS
Consumentendiensten, 2-10 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

A good buy for products value!

4,0 6 jaar geleden

Pluspunten:

Since we bought the software most of everything we've used it for has paid off. We're satisfied that we got the value of what we paid for it.

Minpunten:

Although, I do believe the software could use an update and mostly have more integrated features because sometimes you can cut short on features.

Reactie SalesOutlook

3 jaar geleden

Alexandra, Thanks for the review. We are always updating our system with more features. We have added a new side panel, Sales Dashboard and email templates. Let us know what features you would like and we can put them in the queue. Sales Team

Jay
business development in Taiwan
Telecommunicatie, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Solid CRM SAAS

4,0 5 jaar geleden

Pluspunten:

The dashboard view is very user intuitive. For large sales team 30+, is it easy to manage and track all your team's progress and new leads.

Minpunten:

Would be nice to have more integration with third party tools.

Reactie SalesOutlook

3 jaar geleden

Jay, We do integrate with Constant Contact, QuickBooks and NetSuite. Thanks, Sales Team

Erdem
Controller in VS
Levensmiddelen- en drankenindustrie
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

SalesOutlook CRM SQL

3,0 8 jaar geleden

Pluspunten:

SalesOutlook CRM is easy to use Customer Relationship Managment system. Our company decied to go with with Sales Outlook because it easliy integrates with Microsoft Outlook so there is no need extra steps.

Minpunten:

I wish online instructions will be more detailed. You really need to self educate yourself. There is not much you can find online.

Jennifer
Operations in VS
Heeft de software gebruikt voor: Niet verstrekt
Bron van de reviewer

Buyer Beware!!!

1,0 8 jaar geleden

Opmerkingen: Customer service is rude and slow to answer. This program requires LOTS of training to use to it's full potential. It's not worth the huge amount of training time. There are no online videos or quick how-to guides.
DO NOT buy this product! The company is NOT honest. You are required to have an Office 365 account prior to set up. If you don't have one they will make you one and never tell you. It is a security threat. No interaction with this company since our purchase has built any kind of trust.

Reactie SalesOutlook

8 jaar geleden

Jennifer, As we discussed, SalesOutlook requires an Exchange server to operate. We are sorry you misunderstood this. We setup an account for you on Office 365 at no cost to you. Office 365 is not a security threat and we are glad we were able to resolve your concerns. Thank you, SalesOutlook Support Team

Nan
Sales Associate in VS
Vastgoed
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Has limitations as to personalizing newsletters

3,5 8 jaar geleden

Pluspunten:

Reliable and easy to work with, clear in terms of usability, not complicated on daily basis

Minpunten:

Can be limited as to specific templates to work with

Daniel
CEO in VS
Bankwezen, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer
Bron: SoftwareAdvice

Great

4,0 6 jaar geleden

Pluspunten:

Easy to use with convenient software and customer friendly features that allow me to know right away what to do.

Minpunten:

the cost of the product can be relevant to other products out there that provide similar service for a fraction like base

Reactie SalesOutlook

3 jaar geleden

Daniel, Base may appear to have a lower monthly fee but they charge extra for storage and you end of paying more in the long run. SalesOutlook gives you 50GB while other CRM's start you out with 1GB and charge more going forward. Thanks, Sales Team

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Informatietechnologie en -diensten, 2-10 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Streamline Your Sales Process with SalesOutlook CRM

5,0 vorig jaar

Pluspunten:

SalesOutlook CRM is a great tool for assisting with my sales process. It's organized, streamlined, and easy to use. With SalesOutlook CRM I can keep track of leads, follow-ups, and other sales related tasks easily. Plus, the customer service team is always willing to help if I ever have any questions or need assistance with anything. Highly recommend SalesOutlook CRM!

Minpunten:

I have not been able to find any downsides at this time.