Outlook CRM

Your team works in Outlook-all day, every day. Outlook stores your contacts, your calendar, your e-mail, and your to-do list, but it's a struggle to get these features to work together! Maybe you've tried to use a separate software product for contact management while continuing to use Outlook for everyday e-mail, only to discover the synchronization problems and headaches of maintaining multiple databases.

With Outlook CRM you never have to leave Outlook. This means no synchronization pains, no external database headaches, and no problems when working offline. Every contact you make, every activity you perform, every task you assign is automatically available in Outlook. This is because Outlook CRM works fully within Outlook, storing customer information in the Outlook Contact, Task, Appointment and other entries you use every day.

Centrally Manage Your Accounts & Contacts

• Get a single enterprise-wide view of your customers and prospects All data is stored in one common location - no more hunting around for the information you need. And this data is always available to your whole team.
• Organize at the Company or Account level Companies are stored and tracked distinct from individual contacts, allowing you to be organized around your Accounts - with links to all of the contacts at that company.
• Store the exact information you need Both Account and Contact screens are fully customizable to match your organization's business objectives.

Track Leads and Manage Opportunities

• Track leads from all sources Whether a prospect originates from the web, an inside sales phone call, or an outside sales visit, Outlook CRM allows you to track all selling activities, in all channels so you have a detailed prospect history and a clear picture of your next action.
• Manage a pipeline of opportunities from lead to close A fully customizable Opportunity form provides you the basis for managing your prospective sales.
• Incorporate your sales methodology Fully customize your sales stages and milestones to fit your sales process.

Improve Your Sales Productivity

• Outlook CRM automatically logs your e-mail correspondence as you work. It can even create a new Account and Contact record from an e-mail with just one button click.
• Generate follow-up tasks, appointments, and reminders As you record your activities you can easily create and assign follow-up Tasks and Appointments with reminders.
• Process web forms Effortlessly process forms coming from your web site, extracting and filing the relevant data.
• Boost your Microsoft Outlook use Outlook CRM enhances your daily Microsoft Outlook use in many ways, with features like Reply Templates, Advanced Contact Search, Shared Categories, and more.
• Work seamlessly with other applications Outlook CRM is fully integrated with a number of popular business programs, including MS Office and major accounting packages.

Get Ongoing Feedback and Reports

• Manage in real time with Outlook Views Many people like to manage directly from Outlook's flexible Views, and see, sort, group, and filter information live, without having to resort to separately-produced reports.
• Get consolidated data with Dashboards Outlook CRM Digital Dashboards let you see all relevant data for a Company, Account, Opportunity or Project in one place, on one screen.
• Powerful reporting capability at the ready With the optional Outlook CRM Administration module, you can tap the full power of the Crystal report designer to build sophisticated reports and charts tailored to meet your specific needs.

Support your Mobile Sales Team

• Outlook CRM is always available to your users, connected or offline Because it runs with Microsoft Exchange, SQL or Oracle environments, Outlook CRM is fully functional even when run offline, away from the office.
• PDAs? No problem Outlook CRM's architecture ensures that your appointments and tasks are available for transfer to any PDA device that works with Outlook.

Increase the Return on Your Existing Technology Investment

• Leverage the familiarity of the Microsoft Outlook environment Outlook CRM leverages your Outlook deployment because it operates with a familiar Microsoft Outlook interface.
• Small learning curve Because it operates with Microsoft Outlook, the Outlook CRM learning curve is short and your users' comfort level high.
• Easy to customize Outlook CRM allows your define your levels of security and have customized views for the groups of users.

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