Orange C.
Card Supply for Reward/Incentive Marketing Program | Event Service | POP Marketing Firms | Loyalty Program
How to use Microsolf outlook for CRM ?
Can anyone share your insight of Microsolf outlook for CRM ? woudl like to hear from you.
Good Answers (3)
CRM allows you to effectively manage customer information.
Here you can manage the contact information, activities and other details of your prospects.
It will help you organize the prospects information into categories and manage customer activities and follow-up tasks. Microsoft Outlook provides several tools for managing your CRM efforts.
Regards
Shivam
Links:
Mark M.
Owner, Mondo Media, ACT! Certified Consultant
Best Answers in: Customer Relationship Management (2), Staffing and Recruiting (1), Professional Networking (1)
Hi Orange:
Outlook is great for what is called a "PIM" at one point. Personal Information Manager. Outlook is great for E-mail, quickly adding contacts from e-mail into distribution lists or categories and calendar management for yourself. Many SmartPhones have ready-made conduits to synchronize contacts to Outlook as well.
The difficulties using Outlook as CRM would include:
1) Creating proper conversation notes and sharing them
2) Documenting conversations by date/time stamp
3) Contact Security
4) Sales Forecasting
5) Mail-Merge to Word
6) Creating effective user fields to classify contacts by more than one field such as "category"
7) There are zero reporting tools in MS Outlook to measure your performance
Then, what's the best ?
It simply depends. For one client, I am comparing 40 features including total cost of ownership for two CRM packages.
So, I will say "ask more questions" about your own business process that you want to improve. Constrain that by how you want to pay and of course, how much you wish to spend. Some products are a "buy once & pay for maintenance". Others are a monthly fee that includes updates and tech support.
Good Programs
*ACT!
*WiredContact
*Zoho
Salesforce has some affordable entry level solutions also.
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Clyde M.
National Sales Manager at Swiss Colony Retail Brands
Best Answers in: Sales Techniques (2), Compensation and Benefits (1), Customer Relationship Management (1), Lead Generation (1), Using LinkedIn (1)
My team uses Prophet CRM which totally integrates with Outlook to transform this email PIM into a pretty powerful and effective CRM. One of the best parts of using this integrated solution is:
1) No duplication of efforts creating or importing your contact database
2) Can be used with non-CRM users of Outlook
3) Non-cloud based, so all information is readily at hand, even if you are not connected all the time
You can check it out at www.avidian.com and no, I don't work for them, just a satisfied customer.
More Answers (8)
Well MS Outlook is a very good software tool. You can send personalized emails, maintain records,add contacts and a whole plethora of information if you are using a licensed version of MS 2010, Schedule calls and appointments.Configuring and synchronizing your mobile devices.Lead management and sales forecasting.
I would like to think I have great insights into Microsoft Outlook for CRM but I have to say that I use it like must others. Contacts and calendar and trying to keep notes of interest about my clients. It is great for reminders but to is a mobile device these days.
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Sylvain D.
Sales & Purchases Director at Moeroshop | Working on UK,FR, DE video games | Looking for Softwares, Videos and more
I never used outlook for CRM, but i would recommend to use Salesforce as it can handle CRM and anything else you may need to a business, it can also link with outlook 2010 without problem, you just need to install a plugin.
Wallace J.
Multimedia Producer, i3D Programmer, Acrobat 3D PDF, Android App, Virtual World & iTV Design, Kindle, Nook & Sony eBooks
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Suggest using a real CRM that was built for such use, not an e-Mail Client! ;)
Ashwin H.
spinso.com | a software product company
Best Answers in: Offshoring and Outsourcing (1), Contracts (1), Planning (1), Enterprise Software (1)
Hi Orange,
Have you got a chance to look at EQMS 2011, this is simple lead management tool. EQMS takes care of all your sales requirement form lead entry, follow-up, document attachment, closure details etc. you can create multiple teams and manger can have access to team data any time.
One would be able to have a quick MIS like source of enquiry, Strong selling reason, region wise enquiry and more
Moreover it comes with online and offline module that gives you the freedom to choose the installation with in your network or on cloud.
You can download the free trial version from our website and start using it with out the need of registering
Download, Install and Start using it
Ashwin
Spinso.com
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Scott C.
C Level Printing Solutions Resource | Adobe Influencer | 2010-2011 NAPL/NAQP Printer of the Year | Mentor
We use Eudora for general email and GoldMine for CRM. Goldmine has an email client built in and we use it only for client and prospect communication. Eudora for everything else. I believe to truly harness the power of a CRM, you need to use software either based on your own servers or in the cloud that are truly built for CRM.
MS Outlook is not a true CRM. With a true CRM, you'll be able to engage in important business-building activities/ tasks that you are unable to do with Microsoft Outlook (for example, drip marketing campaigns and reporting).
Links:
Ron D.
Microsoft Dynamics CRM Solution Architect at College of Registered Nurses of BC
Best Answers in: Customer Relationship Management (2), Business Analytics (1), Blogging (1)
Hi Orange,
Microsoft has a CRM product that can function directly within Outlook, but it is a separate product.
The product you would be best served by for CRM is Microsoft Dynamics CRM (link below).
The add-on for the CRM product to work in Microsoft Outlook means that in addition to Contacts, you can now also manage Companies, Sales Opportunities, Quotes, Orders, Marketing Campaigns, etc.
And best of all about the Microsoft CRM for Outlook product, it all works within your Outlook and is built by the same company, Microsoft.
Good luck looking for a CRM!
