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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 OneTeam?

OneTeam aggregates opportunity data to deliver in-depth insights at both the organizational and divisional scales, allowing business development and pipeline leaders to focus on promoting growth. Users have the ability to track tasks, maintain thorough notes, and develop a contact strategy alongside a repository for essential documents. The platform monitors contact interactions, logs phone calls, and integrates effortlessly with Outlook. Moreover, it facilitates the collection of competitive intelligence, the execution of SWOT analyses, the documentation of customer feedback, and the creation of strategies based on quantitative metrics. A notification panel provides an overview of scheduling changes, task assignments, updates, and notes pertaining to all opportunities in one place. In addition, each opportunity comes equipped with an activity feed to log all modifications and updates. Users can link up with Microsoft Teams for secure virtual meetings and synchronize their calendars with Outlook, ensuring seamless communication. Templates for communication enable secure emailing among team members, while custom templates for data calls can be crafted for Non-Disclosure Agreements, Technical Assessments, and information requests. These templates can be sent through the workflow established in the data call dashboard, ensuring an efficient method for managing vital documents and inquiries. This all-encompassing tool not only boosts collaboration but also significantly enhances overall efficiency across various business functions, ultimately driving better results.

Media

Media

Integrations Supported

Constant Contact
GovWin IQ
LinkedIn
Microsoft 365
Microsoft Excel
Microsoft Teams
Microsoft Word
NetSuite CRM

Integrations Supported

Constant Contact
GovWin IQ
LinkedIn
Microsoft 365
Microsoft Excel
Microsoft Teams
Microsoft Word
NetSuite CRM

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$829 per month
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

OneTeam

Date Founded

2015

Company Location

United States

Company Website

www.oneteam.net

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

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

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