SalesOutlook Overview

Presentation Transcript

SalesOutlook ® Overview SalesOutlook is a consistent, reasonable and adaptable extra item for microsoft viewpoint, office and trade server. It is as simple to use as email, and its motivation is to help you be more beneficial and to make the most out of each relationship.

Synchronization – Disconnected clients' information must move up to the fundamental database, faultlessly, every time they associate. SalesOutlook has demonstrated, shake strong synchronization utilizing Outlook disconnected envelopes and Exchange. You needn't bother with a different match up server, and it generally works – perfectly – each time you press <F9>. The item should be designed for synchronization. In run of the mill CRM/SFA/Account Management programming bundles, synchronization was included later and was not incorporated with the framework plan from the earliest starting point. SalesOutlook was organized from its underlying configuration to be utilized disconnected. Account Management – Contacts must move up to an extreme Account record for information trustworthiness, joining and at last to target, profiling, division and reporting.

Considerations When Selecting A Team Collaboration Solution Synchronization – Disconnected clients' information must move up to the fundamental database, immaculately, every time they associate. SalesOutlook has demonstrated, shake strong synchronization utilizing Outlook disconnected organizers and Exchange. You needn't bother with a different synchronize server, and it generally works – impeccably – each time you press <F9>. The item should be designed for synchronization. In normal CRM/SFA/Account Management programming bundles, synchronization was included later and was not incorporated with the framework outline from the earliest starting point. SalesOutlook was organized from its underlying outline to be utilized disconnected. Account Management – Contacts must move up to an extreme Account record for information honesty, joining and at last to target, profiling, division and reporting.

Considerations When Selecting A Team Collaboration Solution (cont'd) Technology – Approach for information stockpiling, customization devices and reconciliation; must have a strong way to stay present as innovation develops. Beginning Investment – Server programming cost, customer programming cost, equipment updates, customization, organization and preparing. Add up to Cost of Ownership – The continuous cost of keeping up the framework, upgrading/expanding it, keeping preparing and support of your group must be kept to a base. Convenience – Systems that further influence existing learning and conduct designs have higher reception rates, bring down preparing expenses and deliver greatest degree of profitability.

Common "Front Office" Solution Requirements Strong combination with Outlook and Microsoft Office. Email, date-book and reports (combining, faxing, mass customized email). Natural and simple to utilize interface. Snappy, dependable synchronization for detached clients. Progressive Account and Contact Management with different Locations. Client division, profiling and arranging devices. Client benefit usefulness to track request and heightening/development; searchable knowledgebase of known resolutions to regular issues. Providing details regarding deals pipeline and administration exercises (test demands, aggressive movement, deals figure, open client benefit request, and so on.). Coordination to legacy, 3 rd gathering and XML-based frameworks and databases. Customization to fit the requirements of different divisions, capacities and clients (deals strategy, promoting forms, benefit best practices, and so on.) Custom structures, custom fields, programming API and custom reporting. Combination with PDA " s and Wireless advances.

SalesOutlook Sets The Standard For Team Collaboration And Electronic Interaction Is adaptable and simple to utilize. Uses existing innovation foundation and interest in Microsoft Office and Microsoft Exchange Server. Influences clients' commonality with Microsoft Office, Outlook and email for more noteworthy acknowledgment and speedier selection. Enhances cooperation, data get to, administration reaction times and general data specialist efficiency. Transforms Outlook into a record based, connection driven, simple to-utilize relationship joint effort apparatus. Empowers associations to coordinate SalesOutlook into business forms and with Microsoft and 3 rd party advances. Is moderate to purchase, actualize and claim. Produces a quick profit for your speculation.

Building Better Relationships Is Easy With SalesOutlook gives your kin simple to utilize devices they should be more beneficial and give better support of your clients and business accomplices. Right within Microsoft office!!!

SalesOutlook Makes Users Productive Faster By Leveraging Their Familiarity With Microsoft Office Gartner Group recommends that business clients invest more energy in Microsoft Office than whatever other application suite, and they invest additional time in Outlook than the majority of the other Office programs joined. SalesOutlook utilizes this further bolstering its good fortune by giving hearty record, contact and relationship administration includes alongside group cooperation abilities right inside Microsoft Outlook and Office. This makes your clients more gainful and for all intents and purposes wipes out "client acknowledgment" issues that are normal with average CRM, SFA and Contact Management bundles.

SalesOutlook is Flexible and Can Manage Any Sales or Business Process – Simple or Complex Pre-Sale Post Sale Plan Sell Relationship Review Negotiation Process Reference Manual Team Coordination Collateral Fulfillment Order Entry Product Availability Promotion Management Sample Management Customer Inventories Reports Sales Tools Networking Added Value Analysis Business Reviews Proof of Value Product Development Services Reports Competition Recognition Deployment Training Sales Tools Forecasting Motivation Channel Strategy Call Targeting Lead Management Opportunity Strategy Credit Proposals Technical Support Funnel Management Product Planning Pricing Contracts Reference Material Billing/AR Installation Service Returns Change Orders Warranty Expense reports, correspondence, call reports, schedule coordination, preparing, and so on

Easily Manage Relationships and Complex Account Hierarchies With SalesOutlook Streamlined, one screen access to all your imperative record data. Effortlessly modify field marks and decision list values. Records are alloted to record supervisors and colleagues. "Bore Down" into related Locations, Contacts, Notes, Opportunities and that's just the beginning.

SalesOutlook Helps You Build Better Relationships With Your Contacts Easy access to all your vital Contact data. Data is constantly maybe a couple clicks away. Fast, incorporated access to email, assignments and logbook. Monitor every one of your associations to assemble an entire history of every relationship.

Grow Sales By Moving Opportunities Through Your Pipeline Faster Track the development of Opportunities through the Sales and Delivery prepare. Track Notes, Tasks and Appointments for every Opportunity. Relate various Contacts with every Opportunity. Track the Lead Source on the Opportunity to gage Marketing Effectiveness.

Easily Schedule And Assign Follow Up Tasks And Appointments Quickly produce and allot follow up Tasks and Appointments while finishing every Milestone in the Sales Process. Work together web based utilizing NetMeeting or Microsoft Exchange Conferencing Server. Make repeating Tasks and Appointments or one-time exercises, much the same as you as of now do in Outlook.

Ensure That Every Request Is Handled Promptly And Professionally Improve fulfillment by reacting to all solicitations quicker. Prevent things from "becoming lost despite a general sense of vigilance" to make glad clients and business accomplices. Influence information and experience by making a searchable learning base. Monitor every one of the Actions that happen in taking care of complex solicitations.

Integrating Word Documents And Excel Spreadsheets Is A Snap! Join your own Microsoft Word and Microsoft Excel formats into SalesOutlook. Create writing, frames, proposition, contracts and letters with only a couple clicks. Word Documents and Excel Spreadsheets produced inside SalesOutlook auto-matically turn into a part of the Account or potentially Contact authentic record.

Free-Form Notes Allow You To Build A Detailed History Of Interactions Attach or connection any document framework protest or Outlook thing to any Note for perpetual stockpiling and snappy get to. Rapidly change over any email message into history and impart data to associates immediately. Utilize Outlook Categories to make hunting down particular data snappy and simple.

Powerful, Flexible Reporting & Analysis SalesOutlook offers a few "canned" specimen reports to kick you off. Any number of custom reports can be made utilizing Crystal Reports, the industry standard in reporting. Construct your own reports with Crystal, Excel, MapPoint and numerous other prominent ODBC-mindful instruments. SalesOutlook and its Partners can construct reports to meet your correct prerequisites at reasonable rates (on the off chance that you require offer assistance).

Build Instant Views & Action Lists Inside Outlook Build custom perspectives into your live information with only a couple mouse clicks!!! Shared perspectives can be worked by Administrators, and Private perspectives can be included by any User. Perspectives are effortlessly redone and serve as a specially appointed, on-screen inquiry apparatus. Perspectives are capable and adaptable, and they are anything but difficult to make.

Use SalesOutlook Within Outlook Web Access! Work with Accounts, Contacts and Notes inside OWA 2002-03! Account frame names and Drop Down records customizations are held in SOWA. Whenever, Anywhere access to SalesOutlook information in your IE 5.5 or later web program! No Client-Side Software to Install.

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