SalesOutlook Reviews & Pricing

by SalesOutlook, Inc | Founded 1999, Atlanta, GA

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What is SalesOutlook?

Industry Specialties: Legal Services, Management Consulting, Electrical/Electronic Manufacturing, Medical Practice, Mechanical or Industrial Engineering, Pharmaceuticals, Computer Software, Real Estate.

SalesOutlook is a comprehensive software that embeds into Microsoft Outlook and focuses on customer relationships and email marketing. Capabilities include automatic data sync, auto-saving of files and email correspondence, an inbox side panel that provides a complete view, an intuitive interface and instant visibility into necessary information.

As a specialized add-on for a frequently used email client, it enables users to optimize efficiency and drive customer satisfaction. It’s also designed with multiple strategies to meet mobile computing needs. It's a good fit for growing companies, work groups, small enterprises, teams and large enterprises in a variety of verticals.

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User Sentiment

Based on 155 reviews:

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SalesOutlook Pricing

Based on our most recent analysis, SalesOutlook pricing starts at $25 (Per User, Monthly).

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Starting From: $25
Pricing Model: Per User, Monthly
Free Trial: Yes, Request for Free

Training Resources

SalesOutlook is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for SalesOutlook:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

SalesOutlook Benefits and Insights

Why use SalesOutlook?

Key differentiators & advantages of SalesOutlook

Enhanced Customer Insights: Gain a comprehensive view of customer interactions and preferences, enabling more personalized and effective communication strategies.
Streamlined Communication: Integrate email and calendar functions to ensure seamless communication and scheduling, reducing the risk of missed opportunities.
Improved Sales Forecasting: Utilize historical data and trends to predict future sales outcomes, aiding in strategic planning and resource allocation.
Increased Productivity: Automate routine tasks such as data entry and follow-up reminders, allowing sales teams to focus on high-value activities.
Centralized Data Management: Store all customer information in a single, accessible location, minimizing data silos and enhancing collaboration across departments.
Enhanced Reporting Capabilities: Generate detailed reports on sales performance and customer engagement, providing actionable insights for decision-making.
Scalable Solutions: Adapt the software to fit the growing needs of your business, ensuring continued support as your customer base expands.
Improved Customer Retention: Track customer interactions and feedback to identify and address issues promptly, fostering long-term relationships.
Efficient Lead Management: Prioritize and nurture leads effectively, increasing the likelihood of conversion and reducing the sales cycle.
Data-Driven Decision Making: Leverage analytics to inform strategic decisions, enhancing the overall effectiveness of sales and marketing efforts.
Enhanced Collaboration: Facilitate better teamwork by providing shared access to customer data and communication histories, ensuring everyone is on the same page.
Customizable Workflows: Tailor processes to match your business needs, improving efficiency and ensuring alignment with organizational goals.
Secure Data Handling: Protect sensitive customer information with robust security measures, ensuring compliance with data protection regulations.
Reduced Operational Costs: Minimize the need for multiple software solutions by consolidating CRM functions into a single platform, lowering overall expenses.
Real-Time Updates: Access the latest customer information and sales data instantly, enabling timely responses and informed decision-making.

Industry Expertise

SalesOutlook is a CRM software that integrates with Microsoft Outlook, making it ideal for businesses that heavily utilize the Microsoft Office suite and want a simple, familiar interface for managing customer relationships. It's particularly well-suited for small businesses and teams that are already comfortable with Outlook and want to leverage their existing investment in Microsoft tools.

SalesOutlook Reviews

Average customer reviews & user sentiment summary for SalesOutlook:

155 reviews

79%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of SalesOutlook reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Easy to Use: Many users praise SalesOutlook for its user-friendly interface and intuitive design, making it easy to navigate and understand, even for those unfamiliar with CRM systems.
Seamless Outlook Integration: As an integrated Outlook add-in, SalesOutlook allows users to manage customer relationships without switching between applications, streamlining workflows and boosting productivity.
Effective Contact Management: Users can easily organize and manage their contacts, track communication history, and schedule follow-ups, all within the familiar Outlook environment.

Cons

Limited Bulk Actions: The software lacks a streamlined way to import contacts in bulk, requiring manual entry and creating extra work when dealing with numerous contacts.
Reporting Limitations: Some users have reported that the reporting functionality is not as user-friendly and intuitive compared to other CRM solutions, potentially making data analysis less efficient.
Limited Display Views: Users seeking more flexibility in how they visualize data might find the limited options for customizing display views a bit restrictive.

Researcher's Summary:

What's the sales outlook for your business? Users applaud SalesOutlook CRM for its seamless integration with Microsoft Outlook, which simplifies contact management, lead tracking, and sales process streamlining. Its user-friendly interface and customizable features garner positive feedback, especially from small businesses. A standout strength is its intuitive design, mirroring familiar Outlook workflows, making it easy to adopt and use effectively. This integration eliminates the need to switch between applications, saving time and reducing errors. However, some users suggest improvements to contact import functionality and training resources. For instance, one user noted that while the software itself wasn't difficult to set up, the allocated training time felt insufficient, leading to a "trial and error" learning experience.

Another user praised the software's ability to enhance sales efficiency by centralizing contact information and automating outreach, directly contributing to increased sales. This highlights a key differentiating factor: SalesOutlook CRM's focus on practicality and ease of use, particularly for businesses already reliant on Microsoft Outlook. This tight integration allows users to leverage existing tools and workflows, minimizing disruption and maximizing efficiency.

In conclusion, SalesOutlook CRM is best suited for small to medium-sized businesses heavily reliant on Microsoft Outlook, seeking an affordable yet effective CRM solution. Its intuitive design, seamless integration, and focus on core sales functionalities make it a valuable tool for businesses aiming to enhance sales productivity without a steep learning curve or hefty investment. However, businesses with complex CRM needs or those seeking advanced features might find the software's capabilities limited.

Key Features

Notable SalesOutlook features include:

Exchange Server Database: Users can speed up the setup process by using the built-in contacts, calendar, email and task lists already included in their Microsoft Exchange Server.
Mobile Friendly: Users can access email, calendar, contacts and tasks from native apps. Cached mode for the Outlook client can be used online as well as offline, and “sent” and “received” emails are automatically filed on mobile devices. The system is equipped with an advanced mobile client for iOS, Android, Windows and mobile Outlook.
Outlook Calendar: Users can utilize a built-in calendar as and when required, eliminating the need for external integration.
Sales Team Management: Managers can align best practices effectively to optimize team performance, define consistent processes and generate reliable forecasts.
Intuitive Design: Utilizing all aspects of Outlook, the system ensures a convenient, intuitive interface that has features users are already familiar with.
Fully Customizable: Users can customize accounts, opportunities, contacts, customer service, tasks, calendar and emails. They can also create personalized modules.
Outlook-Specific CRM: SalesOutlook is a complete Outlook-based CRM that utilizes Microsoft Office to ensure end-to-end services for users.
Auto Email Filling: Users can automatically attach emails to contacts and newest opportunities, as well as add quote numbers to email subjects.
Integration: CRM and email marketing integration enables sales reps to consistently produce the best results at the lowest possible cost.
Customer Service Management: Users can easily track customer service tickets that are directly linked to database records. This helps them minimize response and resolution time, leading to improved customer satisfaction and increased retention rates.

Suite Support

SalesOutlook offers paid customization services to automate business processes. Users are advised to check the knowledge base for help articles.

Email: Free email support is available for all versions.

Phone: SalesOutlook offers free remote installation support and paid consulting phone support. Agents are available at 770-642-4923. There is no charge for phone support for issues with the software.

Training: No training support is mentioned.

Tickets: Ticket support is not listed.