SALESOUTLOOK OUTLOOK CRM HAS THE FOLLOWING FEATURE SET:
| • Automatically Save & File all Emails | ||
| • Seamless Multi-User Data Synchronization | ||
| • Opportunity & Pipeline Management | ||
| • Lead Tracking & Web2Lead Integration | ||
| • Automated Price Quotation Module | ||
| • Easily Customize Screens, Fields & Pick Lists | ||
| • Work Off-Line without Internet Access | ||
| • Blackberry, iPhone, iPad, Android Integration | ||
| • Advanced Sales Reports with Crystal Reports | ||
| • Document Management | ||
| • SharePoint Integration | ||
| • Unlimited User Training (Free) |
HOW
IT WORKS
|
SalesOutlook CRM is a very simple "Plug-In" for Microsoft Outlook that downloads into each User's PC in less than 8-Minutes. Then you simply restart MS-Outlook and you're up and running! The customer database is contained in a set of "Folders" that will be copied to either a Shared Mailbox or the Public Folders on your In-House or Hosted MS-Exchange Server in order to "Automatically Synchronize" the Customer Data for each user. This capability makes the SalesOutlook System is the ONLY Outlook-Based CRM System that does not require a dedicated MS-SQL Server Database to store your customer database! |
