frequently asked questions

SalesOutlook is a CRM for Outlook.

An Outlook CRM, is a software application that enables businesses to manage their interactions with customers and clients in a more efficient and organized manner. It integrates with Microsoft Outlook, allowing users to access customer information, track interactions, and schedule appointments and meetings directly from their email inbox.
Some key features of an Outlook CRM include:
  • Contact management: Store and manage customer contact information, including names, addresses, phone numbers, and email addresses.
  • Sales pipeline management: Track leads and sales opportunities through the sales pipeline, and visualize the progress of deals through various stages.
  • Appointment scheduling: Schedule appointments and meetings with customers directly from Outlook, and receive reminders and notifications to ensure you never miss a meeting.
  • Task management: Assign and track tasks to team members, and set reminders to ensure that tasks are completed on time.
  • Reporting and analytics: Generate reports and analytics to gain insights into customer behavior and sales performance, and make data-driven decisions to improve your business.

SalesOutlook knows when you send or receive a email because it is part of Outlook. When you click on send or when you read an email the email address is searched in SalesOutlook Contacts (all theree email addresses). If the email address if found then the email is saved (the complete email including attachments) to SalesOutlook Notes Folder. The email is marked as saved in the Inbox. You can delete the Email in your Inbox because the Email is preserved inside of SalesOutlook. You can elect to save the Email and Attachments to a SharePoint or Onedrive folder (recommended).

SalesOutlook uses industry standard report writers like PowerBI Reporting and Crystal Reports. You can also use Excel for reporting (our most popular reporting tool) to create Pivot Tables, Pivot Charts and List reports. Create your Dream Report using one of our Best of Class Report writers.

SalesOutlook uses Word and Excel documents and spreadsheets as templates that are stored in the database. Merge codes can be added to the templates to stuff fields from the SalesOutlook forms into the templates. Saving the template will save the document to the opportunity, contact and account for review. You can elect to store an existing document by clicking on the SalesOutlookk tab and searching for SalesOutlook item. There is also a document form to attach other types of documnents and links such as OneDrive items or server file folders.

SalesOutlook utilizes the secure storage of your Microsoft Exchange Email server such as Microsoft 365. Your data is as safe as your Email System, SalesOutlook does not have access to your data. Microsoft 365 is HIPPA Compliant with a signed BAA and proper usage so SalesOutlook is HIPPA Compliant with the same restrictions.