Outlook CRM is a cloud solution that is built specifically for Outlook. It is a highly configurable multi-user system that can be used by your whole organization to manage your salesforce and create more sales. It provides all aspects of a traditional CRM solutions including, accounts, contacts, pipeline, issue tracking, campaigns, reporting, workflow, as well as QuickBooks integration and more! It also provides recurring revenue tracking, quoting as well as subscription tracking to automate your entire business. The product is ideal for small and medium sized organizations or companies that use Outlook. Unlike Salesforce.com and other products iEnterprise CRM provides everything you need to run your business without installing third party plugins, at a reasonable price.
CRM for Outlook
Outlook OS & Outlook Features
- Available in the Windows App Store.
- Visible inside of Outlook.
- Easily file messages in iEnterprise CRM from Outlook.
- Easily create leads in iEnterprise CRM from Outlook.
- See a 360-degree view of all customer interaction in Outlook.
- Also, works on MACs, Windows PCs or any Web Browser.
- Available on the iPad and iPhone.
LEADS MANAGEMENT
- Better qualify leads before they are added to your contacts database and more easily import lead lists.
- Track and log all point-of-sales prospect interactions such as sales calls, emails, meetings and other calendar entries.
- View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.
OPPORTUNITIES/PIPELINE MANAGEMENT
- Analyize sales trends, project revenue over any period of time, and better manage the entire sales cycle.
- Encourage collaborative selling by triggering notifications/ to-dos at critical steps of a process.
- Identify missed steps that may have caused poor sales.
- Handle requirements for different vertical markets.
- Create activity or call reports; pull sales or support data in a few clicks.
ACCOUNT/CONTACT MANAGEMENT
- Capture and share client and contact information within company.
- Get a complete view of all interactions with a client or contacts.
- Communicate with clients and contacts on an ongoing basis.
- Gain complete client level security.
ACTIVITIES
- Track and log all points of customer interaction such as sales calls, emails, meetings and other calendar entries.
- Gain a central hub of activities by linking to other databases.
- View details and monitor activities for a specific contact, company, lead, opportunity, project, campaign or event.
- Strengthen departmental collaboration with group calendar sharing.
INTEGRATION WITH OTHER APPLICATIONS
- Gmail plugin for full email integration.
- Outlook plugin for full Outlook integration.
- Lotus Notes plugin for full Notes Mail integration.
- Complete QuickBooks integration for recurring revenue transactions.
LIBRARY
- Fully integrated document library allows you to securely share documents company-wide.
- Track and store electronic documents with easy-to manage version control and access restrictions.
- Quickly index and archive documents.
- Generate Microsoft Word documents and other materials using custom templates.
- Easily view the history of all documents created.
EVENTS
- Automate the planning and tracking of all aspects of corporate events.
- Effortlessly send invitations using personal and public mailing lists.
- Maintain attendance lists; establish processes and assign and manage tasks.
- Generate and track personalized mass correspondence via print or e-mail.
CUSTOMER SERVICE TICKETS
- Use call tracking, automatic escalation, automatic e-mail notifications, and assignment pools by expertise to effectively tackle customer needs.
- Track incidents and complaints to better serve customers and maximize customer retention.
- Track calls, assign pools, and receive set up notification workflow with Help Desk.
- Generate reports for analysis.
PRODUCTS
- Easily store price, recurring revenue and other product or service information on the products and services your business provides.
- Pull product/service/recurring revenue information through to view in Opportunities and quotes.
- Keep up to date with graphical reports on most popular items.
MOBILE AND OFF LINE
- Complete mobile capabilities for iOS and Android.
- Off line data provided within the mobile client for disconnected access.
- A lightweight offline browser client for offline desktop access.
RECURRING REVENUE TRACKING AND MANAGEMENT
- Store recurring revenue information with expiration date, length of contract and other details.
- Generate quotes with automatic calculation of recurring revenue based on length of contract and/or pro-rata calculations for existing subscribers.
- Allow self-service so customers can subscribe to the appropriate products easily and automatically.
- Automatic credit card billing including automatic feed to QuickBooks.
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