#Free crm software outlook software

#Free crm software outlook software

That way, your sales team can keep using the software that they know and love while improving their organization and collaborative capabilities. You can make it easier by implementing a CRM for Outlook. As your business grows however, so will your leads, and youвЂ™ll need to consider an actual customer relationship management platform.ДЄdopting new technology is always difficult. ThatвЂ™s why over 400 million people use it.

WeвЂ™ve already established itвЂ™s great for emails. How many phone calls are your sales reps making? How often do they follow up with customers? Is their close percentage solid?Д«ut this article isnвЂ™t about OutlookвЂ™s flaws. Outlook also doesnвЂ™t offer any type of reporting function. If you canвЂ™t attach documents and record client interaction history, then youвЂ™re going to have a bad time tracking the position of prospects in your sales pipeline. It may be able to send the material, but any type of storage will need to take place outside of the program, unless you want to sift through the entire email chain every time you need to reference a file. To begin, Outlook doesnвЂ™t make sharing and tracking documents easier. DonвЂ™t promote Outlook to this position it doesnвЂ™t have the qualities you should be looking for in a CRM. They likely have it open all day, and for an email client, it offers a nice deal of functionality.Д«ut donвЂ™t be fooled by OutlookвЂ™s useful features: the program вЂ“ and any email client for that matter вЂ“ is a poor choice for truly managing customer relationships.

ItвЂ™s easy to see why your sales representatives want to make Outlook their hub for managing customer relationships.