If you use Outlook, you’re in luck. It allows for some great integrations with your CRM.
However, with all the CRM possibilities out there, it can be difficult to know what to expect from an integrated Outlook-CRM setup… so first, I’ll take care of that for you and give you a list of useful features to look out for.
Below, I’ll use this same list of features, as well as authentic review scores from two leading sites to compare 7 different top CRMs that integrate directly with Outlook and the other Microsoft Office 365 products.
Key Features of an Outlook CRM
Here are 10 key features you can CRM for Outlook expect from a CRM that is well integrated with Outlook and Microsoft Office 365:
Update and use your CRM from your Outlook inbox
Live sync your Outlook correos electrónicos and Microsoft Office 365 calendar meetings with CRM.
Automatically create contacts for people you email or meet with
Automatically enrich your contact database by synchronizing your contacts’ email signatures
Envíe secuencias de correo electrónico automatizadas y personalizadas desde la bandeja de entrada de Outlook
Use email templates (shared or private) when bc data indonesia sending emails through the CRM.
See who your colleagues know and how well, CRM for Outlook with “relationship strength scores” based on your email traffic.
Check if people open your emails and click on links in emails sent from Outlook
Check whether people who clicked on email links also visited your website, which pages, and for how long.
Remember the emails you haven’t answered or the conversations with clients that have been silenced.
There are a lot of useful things to better track your leads and increase your productivity Below I detail which of these features come with each CRM.
Ranking CRMs integrated with Outlook: our methodology
If you are looking for a CRM that integrates CRM for Outlook well with your Outlook and Microsoft Office 365 environment, the above feature set can significantly boost your productivity.
To compile this ranking
I reviewed a list of around 800 potential CRMs to make a shortlist. I then tested each of the 7 Outlook CRMs below first-hand, researched which aol email list of them offer which features, and detailed them below.
Of course, it’s also important to keep the bigger picture in mind when comparing CRMs, because you also need to make sure that your team CRM for Outlook will actually use that CRM. Getting a CRM that no one uses is pretty much useless .
That’s why I’ve included the current score 7 best lead management & tracking software + feature comparison for each CRM on G2.com to give you a better idea of how each CRM performs. It breaks down as follows:
And if that wasn’t enough, I’ve also CRM for Outlook incorporated the rating obtained by each CRM’s mobile app on Google Play. This way, the CRM is not only ideal for Outlook, but also for the phone.
Next, I took the average of the Outlook feature score, the average G2 review score, and the Google Play score of the mobile app, to calculate… the final score!
