SalesOutlook CRM Software - Easy CRM Solution for Outlook

What's New SalesOutlook 6.0

Support for Microsoft Office 2007 Instant Search

SalesOutlook does it again. We are the first CRM Company to utilize Microsoft Instant Search for Outlook 2007. Lighting fast searches even for large databases.  Blazing speed at the laptop level eliminating the server and producing true distributed processing. This exciting new feature removes the burden from the Exchange server or the Outlook store and allows for lower total cost of ownership. Recommended configuration: Vista, Office 2007 and Windows Desktop Search 4.0.

SalesOutlook Search Panel

One of the most requested features was a panel in which you could see all related items in one view. The SalesOutlook Search panel gives you this functionality and utilizes Instant search. The SalesOutlook Search Panel is in addition to the SalesOutlook power user interface of the Account Profile form..

Support for Crystal XI

SalesOutlook now supports Crystal Reports XI runtime to give you even more flexibility in reporting. The SalesOutlook reporting engine now allows for multiple reports to be run at the same time. Also features such as dynamic parameters and expanded graphs such as a funnel report are now possible. In addition, this version introduces the concept of ?cascading? parameters, where the values shown in a list of values are determined by your previous selection. For example you could set up two parameters, ?Account Manager? and ?Opportunity Amount?. Whenever you selected a manager, the next parameter value list would be filtered to only show those opportunities that you are looking for. The Crystal Reports XI runtimes will be provided as a separate install for users that already have the Crystal Reports XI runtime installed.

New customizable ?Checklist? function

SalesOutlook now includes the exciting new ?Checklist? interface.   Build your own checklists without programming. Add a checklist(s) to an account, contact, opportunity or customer server inquiry. Assign checklist tasks and document the date completed.

New customizable ?Leads? function

SalesOutlook now includes a ?Leads? folder for importing leads into the system.  This helps organize leads from customers and prospects in the SalesOutlook database. Leads can be archived to a Dead Leads folder or moved to the production database.

New Add Contact feature for PDA.

SalesOutlook now includes the ability to add a contact from a PDA. Just enter an * at the beginning of the first name and SalesOutlook will automatically create a SalesOutlook contact  from the contact record.

New Email templates for Email messages

SalesOutlook extends the popular email templates feature from the contact to any email. Just click on the email templates button and choose an email template to send or reply with.

New Add existing documents to SalesOutlook items.

SalesOutlook now includes the ability to add an existing document to any searchable salesoutlook item such as a contact or an account.

New ad hoc Excel report of contacts based on other folder data

You can now run a form to select data from other folders to get a list of contacts for a mail merge. An example could be to select all contacts that the company is marked as a lead and the contact is a primary contact.

Enhancement-  always present search feature.

SalesOutlook now keeps the search window open with your search results for quicker access. Multiple search windows can be held open.

New check database at startup feature.

A requested feature for scanning the database for changes and alerting the user was added. You can select whether to implement this feature or not. This is most useful during the customization phase when the database may be changed regularly.

New Global task folder.

A requested feature for a global task folder.

New select existing customer service item.

You can now select the text from an existing customer service item when creating a new inquiry. This eliminates the need to retype text from a recurring issue..