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SalesOutlook

Score9.5 out of 10

87 Reviews and Ratings

What is SalesOutlook?

Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.3

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 7.8

Areas for Improvement

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 7.6

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 8.5

  • Reporting

    Software provides a broad range of standard and the ability to build custom reports.

    Category average: 7.5

An Easy to use CRM

Pros

  • Intuitive user interface.
  • Easy to use.
  • Easy to navigate.

Cons

  • More third party integration needed.
  • Manually inputting of contacts needs to be fixed.
  • There could be more knowledge documents for the tool.

Return on Investment

  • Saves time.
  • Lets us focus on more important task.
  • Helps in managing client communication more effectively.

Other Software Used

Postman, PyCharm, Google Hangouts (Classic)

Usability

The Ultimate CRM Tool for Productivity and Efficiency

Pros

  • Contacts Sync
  • Essential SFDC Info Sync
  • Key Organization

Cons

  • Does not sync all contact info
  • Does not sync all SFDC info regarding account

Return on Investment

  • Optimized organization
  • Increased productivity

Other Software Used

ChurnZero, Anaplan

Usability

SalesOutlook makes it easy!

Pros

  • It makes it easy to transfer information
  • It is easy to view in conjunction with Outlook
  • Keeps people accountable for details in the file

Cons

  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly

Return on Investment

  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.