The
goal of SalesOutlook 4.0 is to create a friendlier, more
customizable user experience and to optimize system performance
for the end user.
SalesOutlook 4.0 achieves these goals with a new enhanced user
interface and a new cache mode.
In addition, SalesOutlook 4.0 offers several improvements
to its native document management features and changes that
relate to improving source code reliability and efficiency.
Details regarding the specific enhancements to
SalesOutlook 4.0 are listed below.
SalesOutlook 4.0
includes exciting new user interface enhancements.
The ?always available? SalesOutlook toolbar now allows a
user to create SalesOutlook records right from the main Outlook
window. Search for
and/or create SalesOutlook records whether you are in your
inbox, calendar or tasks folder without having to navigate to
your SalesOutlook folders.
An easy to use, Administrator-customizable drop down list of
folders replaces the familiar ?radio buttons? of previous
SalesOutlook versions.
Instead of being limited to just a dozen or so folders,
SalesOutlook 4.0 customers can create up to 100 Account-level
folders and forms without complex programming.
Since additional folders can also be added to the
sub-folders of Account-level folders, your ability to extend SalesOutlook 4.0 is virtually without limits.
The new
power user interface
button on the Account Profile form is used to display four
quadrants of related folder items and enables users to see the
big picture of the overall relationship.
SalesOutlook 4.0 reduces network overhead and optimizes
performance for slow links or congested Exchange servers by
caching the system setup, drop downs, views and system folder
data to the local hard drive.
By caching this data to the hard drive, network traffic
is reduced to load the actual form data from the server while
system setup and customizations are loaded from the local hard
drive. Views for each
folder are automatically populated as are the drop down choice
list values.
Another
great feature in SalesOutlook 4.0 is the ability to create a
SalesOutlook item without first accessing
the Account Profile or Account Contact forms or folders.
Use the drop down on the
?always available? SaleOutlook Toolbar to
Add an item
immediately and then assign the item to the appropriate Account
Profile and/or Account Contact at a later time.
Use the
Select button  from
any SalesOutlook 4.0 form to select the Account Profile and/or
Account Contact to associate to your new item.
Throughout SalesOutlook 4.0 users will find underlined field
labels relating to key fields that allow a SalesOutlook form to
be launched from another SalesOutlook form.
Examples are: the Parent Account, Account Name, Contact
Name, Opportunity Name, and Customer Inquiry.
Users can now simply click the hot link to launch the
desired SalesOutlook form from within a SalesOutlook form.
Folder
drop downs are stored in a system folder for easy customization.
Multiple system folders
can be used to further segment
your users by allowing different drop downs for different
individuals or groups of users (i.e. Sales, Marketing, Service,
Finance and Operations) within the same SalesOutlook database.
For example a customer
service system folder could be defined to default to the
customer service form while a sales system folder could be
defined to default to the opportunities folder.
This feature enables system administrators to
?personalize? their
SalesOutlook system to the needs of each
department or functional unit within their organization.
The
source code to manage Documents and Spreadsheets within
SalesOutlook 4.0 is now contained within an Outlook form.
This form supports three
types of document linking and storage.
The new document
management form enables users to generate Word/Excel documents
from document/spreadsheet templates, attach existing
documents/files and link existing documents/files.
Users can now link a document stored on a document server
and use SalesOutlook to associate the document to an Account
Profile or Account Contact.
SalesOutlook 4.0 sports a new SalesOutlook tab on the Task and
Appointment forms.
This tab contains hot links that quickly allow you to launch the
related SalesOutlook forms.
Linked forms include Account Profiles, Account Contacts,
Opportunities, and Customer Service.
Users can now create a Task or Appointment directly from
their mailbox Task and/or Calendar folder and then select an
Account Profile and/or Account Contact to associate with the
newly created task or appointment.
You now
have the ability in 4.0 to hide, display, modify and move the
SalesOutlook toolbar.
SalesOutlook 4.0 enables administrators to manage the new system
folder drop down values for selecting a folder and setting the
default view for the folder directly from within the
SalesOutlook Setup form. In
addition, several setup options were added, including support
for multi-language versions that allow the administrator to
define the localized strings required to control the folder drop
down selector list and the view selector list in their native
language.
SalesOutlook 4.0 adopts a ?modular? approach to system design
that enables optional ?plug-n-play? modules and specialized
industry verticals to be easily incorporated into your SalesOutlook system.
Although several optional modules offering advanced
functionality are planned, two are currently in development.
The
Advanced Sales option is slated to offer Tiered Discounts, an
enhanced Products form and the ability to manage deals where you
are selling multiple products and/or services as a single,
unified Opportunity.
The
Advanced Marketing option is planned to offer a new Leads
object, one that is separate from Account Profiles and Account
Contacts, and the ability to define Marketing Campaigns,
Projects and Events and tie your Leads, Accounts, Contacts and
Opportunities back to the Marketing activities that produce
them.
New
Crystal
Reports
More
than 20 new Account-level Crystal Reports come out-of-the-box
with SalesOutlook 4.0, and each one can be filtered to include
items created or modified within a specific range of dates the
user selects when the report executes.
The new
features of SaleOutlook 4.1 include international support,
Windows ?Roaming Profiles? support, and Citrix / Terminal Server
support. Additional
enhancements have been made to the SalesOutlook programs such as
the Create Note feature and Search features.
SalesOutlook 4.1 includes the ability to change any
field label
or button name without programming.
This ability allows for
SalesOutlook to support different
languages. The
out-of-box SalesOutlook
4.1 ships with Dutch, German and English language support.
Other languages can be defined ?on the fly? by
SalesOutlook Administrators and SalesOutlook Certified Partners.
SalesOutlook 4.1 now stores the user data files into the
{username}\Application data\SalesOutlook folder.
This allows each user to
have their own SalesOutlookReports
database and cache files in their user directory.
This also allows for
Windows roaming profiles to be used so long as the path to the
SalesOutlook Account Profiles folder is the same on all
computers used by the SalesOutlook user.
The
SalesOutlook Create Note feature has been enhanced to include
the editing of the note subject.
You can now edit the note subject prior to creating the
note.
Crystal
Reports 9.0 support
You can
now create reports using the Crystal 9.x report designer as well as the
previous 8.x designer.
SalesOutlook
Small Business Support
SalesOutlook Small Business Edition (SBE) allows
everyone to enjoy using the power of SalesOutlook at an affordable price.
Small businesses or departmental workgroups can use the
power of SalesOutlook
with basic functionality with the option to add additional
modules later.
New Note and Action functionality
SalesOutlook Notes and Actions have new
functionality. Not only
can you email a note or action, you can now create a task or
appointment out of a SalesOutlook note or an action from a
convenient toolbar within the Note or Action forms.
Notes can also be
forwarded to preserve attachments when sending via email.
This new functionality is included in both the
SalesOutlook 4.2 CRM and SalesOutlook 4.2 SBE editions.
The client installation files have been
reduced and a new installation wizard helps you through the
initial configuration of your SalesOutlook client and is
included in both the SalesOutlook 4.2 CRM and SalesOutlook 4.2
SBE editions.
SalesOutlook has added functionality with the new
SalesOutlook background update process to
update the Account Name, Account Manager and Team values on
related items if they are changed and saved on the Account
Profile. This
enables users to continue working while the update is cascaded
?in the background?.
Background processing is included in both the
SalesOutlook 4.2 CRM and SalesOutlook 4.2 SBE editions.
SalesOutlook has added functionality called Alerts
that can popup on an account or contact when it is opened.
Multiple Alerts can be
defined for an Account or Account Contact, and each Alert will
be displayed.
Alerts can be used to show a message about an account that needs
to be addressed.
The Alerts functionality is included out of the box with the
SalesOutlook 4.2 CRM edition and can be licensed separately as
an expansion module for SalesOutlook 4.2 SBE edition customers.
SalesOutlook has added functionality that
Administrators can use to import records from various sources.
Just populate the import
tables in the SalesOutlook Reports database and you can import
the data into SalesOutlook folders.
The bulk data import
functionality is built into the SalesOutlook Reports interface
and therefore is included in both the SalesOutlook 4.2 CRM and
SalesOutlook 4.2 SBE editions.
The SalesOutlook Create Note feature has
been enhanced to include the ability to change the note type.
Also an Open Contact
button was added so the contact could be opened from an email.
SalesOutlook 4.2 CRM and SalesOutlook 4.2 SBE editions
both include this new functionality out of the box.
SalesOutlook now has an option to automatically file
incoming emails. If the
SMTP address of the sender matches a SMTP address of a
SalesOutlook Account Contact then the email will automatically
be filed with the account and contact record just as if the user
had clicked the SalesOutlook Create Note button.
This functionality is included in both the SalesOutlook
4.3 CRM and SalesOutlook 4.3 SBE editions.
SalesOutlook now has an option to automatically alert
a user of critical information when an account or contact is
opened. The revised
Alert feature uses the Outlook ?Sticky Note? so multiple alerts
can be displayed at the same time.
The 4.3.x version of the Account Alerts Module is
intended to supersede and replace the initial 4.2.x release of
this module. The
Account Alerts functionality is included in the SalesOutlook 4.2
CRM and later editions and is available as an optional expansion
module for SalesOutlook 4.2 SBE and later editions.
No more
annoying pop ups from the Outlook Object Model Guard for basic
operations of SalesOutlook. Some
fuctions, such as automated emails, still access the new item
body of a message and may pop up a security prompt from Outlook
but the vast majority have been suppressed for the out of the
box forms and code that ships with SalesOutlook CRM 4.3 and
SalesOutlook 4.3 SBE editions.
The
SalesOutlook installer now uninstalls all components of
SalesOutlook so SalesOutlook programs and registry keys are now
completely removed from the client workstation for both the
SalesOutlook 4.3 CRM and SalesOutlook 4.3 SBE editions.
SalesOutlook 4.4 adds a highly requested feature ? the ability
to synchronize Account Contacts with a variety of PDA and
wireless devices to both the SalesOutlook 4.4 CRM and
SalesOutlook 4.4 SBE editions.
When enabled, SalesOutlook users may elect to synchronize
only the Account Contacts where they are the Account Manager or
a member of the Team.
Or, users can elect to synchronize all Account Contact
information. The
SalesOutlook PDA Contact Synchronizer function automatically
maintains a copy of Account Contact items in the default
Contacts folder in the user?s mailbox.
When the SalesOutlook PDA
Contact Synchronizer is enabled, it maintains a replica of
SalesOutlook Account Contact items in users? default Contacts
folders in their mailboxes.
Since these are ordinary Outlook Contacts, they will work
with a variety of devices, add-ins, add-ons and services so long
as the Account and Customer ID properties are not modified by
the 3rd party software.
Now SalesOutlook users can leverage contact information
update services like Plaxo and Accu-Card, leverage TAPI
integration for ?screen pops? and ?auto dialers?, and take
advantage of numerous Outlook Add-Ins and Add-On products
designed to work with ordinary Outlook Contact items.
This new functionality is included in both the
SalesOutlook 4.4 CRM and SalesOutlook 4.4 SBE editions.
The
SalesOutlook 4.4 CRM edition now has an option to
create a many-to-many link between accounts and accounts,
contacts and contacts, or accounts and contacts.
You can use this functionality to link disimliar
account/contacts such as vendors, competitors, contractors or
consultants to better track multiple types of relationships
between SalesOutlook Account and Account Contact items.
Support for many-to-many relationships using the Linked
Accounts / Linked Contacts functionality is available for the
SalesOutlook 4.4 SBE edition as an expansion module available
for separate purchase.
SalesOutlook 4.4 CRM and SalesOutlook 4.4 SBE editions now
incorporates an Installation Options page in the installation
wizard to enable users to install the CRM software with
database, the SBE software with database or only the
SalesOutlook client software using a single, consolidated
installation program. Setup.msi
now searches for the existence of cdo.dll and comctl32.ocx on
the file system and in the Windows Registry to determine if
these required libraries are present and registered on the
system. The
improvements to the installer will reduce confusion and will
simplify the installation process.
No longer do you have to
worry about downloading and using the correct installation
program.
Create Note now searches exchange email addresses as well as
SMTP email addresses for improved searching and a much improved
match or ?hit? rate.
SalesOutlook 4.4 CRM and SalesOutlook 4.4 SBE editions
both include this functionality.
SalesOutlook 4.3.x adds the ability to automatically create
SalesOutlook history Notes as inbound email messages are read,
and in SalesOutlook 4.4.x this feature has been improved so that
either Inbound, Outbound or both types of emails will have
SalesOutlook Notes automatically created depending on the
configuration options set by the user.
The Outbound email autofiling feature creates a Note for
all To, CC and BCC recipients where the recipient exists as a
SalesOutlook Account Contact.
In addition, only email messages of ?Normal?
sensitivity have SalesOutlook Notes automatically created for
them so you can continue to send ?private? and ?confidential?
email without having your confidential emails stored as Notes in
SalesOutlook.
Automatic Email Filing is a feature that is included in both the
SalesOutlook 4.4 CRM and SalesOutlook 4.4 SBE editions.
Two
new context menu features enable SalesOutlook users to
right-click any email message in their Inbox and select the
option to Create SalesOutlook Note or to display the
SalesOutlook Quick View.
NOTE: The right click menu options are not supported for
Outlook 2000 users **.
The new right-click email menu options are included in
both the SalesOutlook 4.4 CRM and SalesOutlook 4.4 SBE editions.
The
SalesOutlook Quick View is a floating window that shows key
information from the SalesOutlook Account Contact record
corresponding to the sender of the email message.
The Quick View includes underlined Quick Links that
enables you to effortlessly open the SalesOutlook Account or
Account Contact item, and a drop down enables you to quickly
create or open other SalesOutlook items related to that Account
Contact, such as Opportunities,
Customer Service
Inquiries, Notes, Calendar items or Tasks.
After upgrading to SalesOutlook 4.4, just right click any
email message in your Inbox and select ?SalesOutlook Quick View?
from the popup context menu to display the Quick View window.
While the new Quick View functionality is included in
both the SalesOutlook 4.4 CRM and SalesOutlook 4.4 SBE edition
users, it is not supported for users of Office/Outlook 2000 **.
Figure 5
(Right) ? the Add feature of the SalesOutlook Toolbar with the
Add drop down list expanded.
The new SalesOutlook Quick View feature
also enables users to create Notes or Customer Service Actions
by dragging and dropping an email message onto that
Opportunity, Customer Service Inquiry or etc. within
the SalesOutlook Quick View window.
Now SalesOutlook Users can quickly Create Notes for the
major SalesOutlook objects that relate to an Account Contact.
With the SalesOutlook Quick View and the tools provided
on the main SalesOutlook toolbar, you will have little reason to
ever leave your Inbox!
This feature is native to the SalesOutlook Quick View, so
it is available in both the SalesOutlook 4.4 CRM and
SalesOutlook 4.4 SBE edition users.
However, Outlook 2000 users will not be able to leverage
this functionality since the Quick View is designed to run
within Outlook XP and later.
Updates to the various SalesOutlook Email
Blaster forms now enable users to send personalized, bulk email
to recipients without encountering the Outlook Security Prompts
for access to email addresses and without being delayed by the
annoying ?A program is trying to send email on your behalf.
Do you want to allow this?? dialog to slow you down.
The revised Email Blaster forms support Plain Text, Rich
Text and HTML formatted email, and both retain the layout,
colors, graphics and attachments so your leads, prospects,
customers and partners receive an individual, personalized
message exactly the way you want them to see it.
Why use Outlook Distribution Groups when you can send
personalized bulk email instead?
You can, thanks to this new feature included in
SalesOutlook 4.4 CRM and SalesOutlook 4.4 SBE editions.
SalesOutlook 4.4.0?s e-marketing
functionality now includes the ability to add up to 500 Account
Contacts to pre-defined Mailing lists in one simple ?bulk?
operation. This
functionality is included with the Contact Mailings module, an
optional module for SalesOutlook SBE edition users and an
out-of-the-box feature for SalesOutlook CRM edition customers.
Previously, the SalesOutlook Global
Calendar could be acquired as a separate expansion module for
both the SalesOutlook CRM and SalesOutlook SBE editions.
Starting with SalesOutlook 4.4, the Global Calendar
expansion module will be bundled ?out of the box? with the
SalesOutlook CRM edition but will remain available to
SalesOutlook SBE edition users as an optional expansion module
that is licensed separately.*
The SalesOutlook Global Calendar is a highly useful
feature that ?rolls up? the SalesOutlook-related items in each
SalesOutlook Users? default Calendar folder in their mailbox and
stores them in a centrally-accessible Public Folder.
In essence, this creates new Team Calendar functionality
where a read-only version of SalesOutlook Appointments for all
SalesOutlook users are stored and automatically updated as each
SalesOutlook user works with his/her own Calendar folder in
their Outlook Mailbox.
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