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SalesOutlook Reviews & Insights

Score9.5 out of 10

87 Reviews and Ratings

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Community insights

TrustRadius Insights for SalesOutlook CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Streamlined and Organized: Many users have expressed that SalesOutlook CRM is organized, streamlined, and easy to use. They appreciate how the software helps them keep track of leads, follow-ups, and other sales-related tasks efficiently.

Excellent Customer Service: Several reviewers have highlighted the helpfulness of the customer service team in assisting with questions and providing support. Users value this aspect as it ensures a smooth experience while using SalesOutlook CRM.

Seamless Integration with Outlook: A significant number of users mention that they like how SalesOutlook CRM integrates well with Microsoft Outlook. This integration allows them to seamlessly manage their email contacts and sales team, eliminating the need for separate systems or extra steps.

SalesOutlook Reviews

3 Reviews

The Ultimate CRM Tool for Productivity and Efficiency

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

[SalesOutlook CRM is] used across the whole organization. Salesforce and Outlook are integrated and it has become extremely useful to have all information in sync. To have contacts from valuable accounts and information related to those accounts syncs without Outlook makes it very efficient and useful.

Pros

  • Contacts Sync
  • Essential SFDC Info Sync
  • Key Organization

Cons

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

Likelihood to Recommend

SalesOutlook CRM is extremely useful when you are working with either a few accounts/contacts or many accounts/contacts. It is extremely useful to be organized and maintain your book of business. It not only keeps you connected with your accounts, but it also informs you of when you last contacted them.
JS
Jeffrey Serra, MBA
Senior Customer Success Manager, Enterprise 1 in Sales at Synopsys Inc (10,001+ employees)
Vetted Review
View profile

An Easy to use CRM

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

[SalesOutlook CRM] was mainly used by our pre-sales & client relationship department for achieving tasks such as connecting with potential contacts, tracking appointments & driving sales calls timely owing to its simple yet powerful integration with outlook webmail.
This tool helped us in managing our customer base information efficiently & eased the overall quotation process.

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.

Likelihood to Recommend

We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way.
I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.
EH
Ejaz Hussain
Senior Analyst in Information Technology at Virtusa (10,001+ employees)
Vetted Review
Verified on LinkedIn

SalesOutlook makes it easy!

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use it to connect emails with our clients to their accounts in Salesforce. We use it solely in the sales department. It addresses issues of mistyping information or forgetting to attach important documents to a file.

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

Likelihood to Recommend

It is good for situations where you are emailing with clients about pertinent information that needs to be included in the SalesForce account for that client. It is much easier than having to copy and paste. It is not as appropriate for attachments because you cannot attach PDFs etc., to the SalesForce account page from Outlook.
VU
Verified User
Account Manager in Sales (11-50 employees)
Vetted Review