Many modern enterprises use Microsoft’s operating system to track and manage data in the company. And thus, a lot of managers are familiar with MS Outlook and its excellent e-mail management.
However, it doesn’t fulfill other essential features like a good database engine. However, there are programs on the web that utilize Outlook’s strengths and builds on its weaknesses. Furthermore, they add CRM and Contact Management solutions in the program, completely beefing up the system. And these programs are Outlook-based CRMs.
BenefitsThe end result of embedding these CRM solutions in Outlook is a more powerful and versatile CRM software. Not only are there added features (which are standard to CRM apps) that contribute to more sales and a sturdier database, but the basic features of Outlook are enhanced to give the company more convenience in team-to-team communications. Sharing is one of those features, where Outlook address books are passed along networks without the assistance of MS Exchange Server.
Users can also share calendars so that there's more efficiency. Lastly, tasks can also be shared, bringing team members closer to each other with a push of a button. Given that the software is flexible, can it be also hassle-free?
The answer is yes.
Synchronization processes are no longer required, the pains of external database management are tempered and there are fewer problems whenever the user works offline. Contacts, workflows and assignments are available and can be utilized swiftly in an Outlook-based CRM. This is because it works fully within MS Outlook, storing your customer information in the Outlook Contact, Task, Appointment and Journal entries a typical entrepreneur uses every day.
Why Outlook based CRMs are ideal for SMEsAmidst the hustle and bustle world of SMEs, being the first to act is crucial for survival not only against competitors but also the bigwigs who control the general market. The recurring question is, "can Outlook-based CRMs rival open-source ones in terms of quickness?" They can make a case for that. One is that the user stays in one application; every other user needs to shuffle through different email accounts and specialized auditing programs to find the perfect information for his/her client.
In the end, the absence of this obvious hassle is that there will be more pleasurable user experience, consequently triggering improved productivity. Second, training costs will be dampened given the universal familiarity of Microsoft’s program interfaces, which equates to snipping hidden costs and help pile up savings for future investments. There is also transparency: the user can capture customer e-mails with just a click. With this capability, you and your sales professionals can cultivate transparency and associate correspondence to the appropriate contact, account or opportunity for essential sales activity tracking.
ConclusionVersatility, familiarity and the little details make Outlook-based CRMs a good choice for small and medium enterprises. It provides the magic of CRM philosophy, boosting up sales, improves a company’s marketing strategies and builds brand and customer loyalty. Also, it yields a few conveniences of embedded CRM software: it operates on a peer to peer network and stores massive amounts of information that is necessary for a company’s jolt to the top. With these said, Outlook-based CRMs truly bring out the best in SMEs.