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What is SalesOutlook CRM?

SalesOutlook's Outlook CRM seamlessly integrates with Microsoft Outlook, delivering a robust solution for customer relationship management (CRM) alongside an efficient email marketing platform. All customer information is effortlessly synchronized with our Outlook-centric CRM, eliminating the need for a separate MS SQL server database, as all data is securely stored within the respective contact profiles. The SalesOutlook CRM leverages Microsoft Outlook for organizing and preserving all files and email exchanges, ensuring that users have everything they need in one place. With its user-friendly design, SalesOutlook Outlook CRM provides numerous features that enhance the overall experience for users. You can easily drag and drop contacts into various lead categories, such as "Opportunity" or "Customer Inquiry," directly from your email interface. By right-clicking on a customer's name, users can quickly access their contact details, making navigation straightforward and efficient. Our specialized Outlook CRM is designed to optimize user productivity by utilizing a communication medium that is widely adopted, ensuring that managing customer relationships is both effective and convenient.

What is Deltek PIM?

Deltek PIM: Streamlined Email Management. This all-in-one solution for managing emails seamlessly connects with Microsoft Outlook while offering limitless storage capacity. With just a few clicks, you can swiftly search through all emails related to your company and projects. Access your emails through Deltek ERP, any web browser, or directly within Outlook. The PIM Outlook plugin handles the automation of email filing and archiving, ensuring that you maintain a single, central copy of all emails to prevent duplication. All essential information is readily available at your fingertips. You can perform quick searches for all company and project email addresses in mere seconds. There are no constraints regarding storage limits or file sizes, allowing you to unleash your full potential. Additionally, you enjoy round-the-clock access, all while benefiting from full integration with both Microsoft Outlook and Deltek ERP for superior email and document management. This powerful tool not only enhances productivity but also simplifies the entire email management process.

Media

Media

Integrations Supported

Constant Contact
Deltek Ajera
Deltek Costpoint
Deltek Maconomy
LinkedIn
Microsoft Outlook
NetSuite CRM

Integrations Supported

Constant Contact
Deltek Ajera
Deltek Costpoint
Deltek Maconomy
LinkedIn
Microsoft Outlook
NetSuite CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$25.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SalesOutlook, Inc

Company Location

United States

Company Website

www.salesoutlook.com

Company Facts

Organization Name

Deltek

Date Founded

1983

Company Location

United States

Company Website

more.deltek.com/Deltek-PIM-Demo

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

PIM

Content Syndication
Data Modeling
Data Quality Control
Digital Asset Management
Documentation Management
Master Record Management
Version Control

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