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Applying Outlook for Customer Relationship Management to Build your Outlook Sales


Whether you realize it or not, your Outlook program can do far more than sending and receiving emails. Many businesses rely on email to provide steady growth and sales. Outlook is the widely popular email client of small and large business owners and can work at home for individuals. It’s considered to be one of the most versatile and accepted means of storing contacts and corresponding with individuals but many do not understand that Outlook has the capability and possibility of also being the answer to many of your CRM struggles.

Manageable Solutions
Being able to manage contacts is a business’s most sought after solution. With more and more people spending time corresponding through email it only seems natural to want to develop a software product that can accomplish all of the normal email features of Outlook plus more. Once businesses understood that they could take their email and CRM to the next level with Outlook, sales began to rise and customers reported greater satisfaction. Because an Outlook CRM already uses many of Outlook’s features in addition to enhancing many other of Outlook’s functions, it is easy to use and instinctive.

Sharing Knowledge
Any number of people can have access to Outlook’s CRM features. By allowing other departments to utilize the CRM application, businesses have the ability to share data across the board. However as with any application software designed to monitor contacts and sales, Outlook features can be viewed and updated by any permitted user. Granting knowledge sharing to employees in various departments permits them to work together on projects, provide input on known customer issues and view a customer’s history including sales and important notes about the customer. In the age of communication, employees can assign certain tasks and follow up procedures to a customer file all through Outlook. Sales have the potential to increase from the first initial customer contact through communication within the team.

Forecasting Future Sales
As mentioned already, with Outlook CRM programs, you have the information in your hands to go back and look at a customer’s history. However you also have valuable information at your disposal to use CRM as a means to tell the future. With Outlook, sales can be forecasted based on past trends and knowledge. Outlook’s tracking and reporting features allow businesses to see how they’ve done in the past with certain customers and based on the reported findings, they can also get a glimpse of what is to come. CRM reporting is a valuable tool in terms of learning where you have been to see just how far your business can go.

Creative Marketing
One of the surprising things about the features of CRM for Outlook; sales teams aren’t the only ones taking advantage of it. Nearly every department, from accounting to marketing has found a use for Outlook CRM. Marketing departments find the software tool particularly useful in determining which campaigns used to generate new leads were successful. They are able to view the responses they received from prospective clients, who purchased, as well as what an average sale was, based on information received in Outlook from sales teams. From this point, the CRM can reveal which customers are more likely to continue. Outlook’s sales forecasts can be used for marketing as well as the sales department successfully.

Contacting Customers Effortlessly
You already know that Outlook has been considered primarily an email tool. However, by taking the tool and getting the most out of its correspondence potential, makes an easy task for CRM with Outlook. Sales teams who need to send out regular correspondence to a large number of customers can appreciate the ability to create a universal letter. By using CRM to create groups, they can choose the contacts desired and send to only those customers.

The overall goal of a useful CRM program is to streamline and improve customer contact and relationships.  Outlook’s CRM program allows businesses to do just that and more. It’s important to realize that the CRM program work well with Outlook. Sales and customer relations could suffer if it’s not implemented properly or users aren’t aware and trained on its every day uses and advances functions.

With a CRM especially for Outlook, sales, marketing, accounting and other departments can easily build and attend to the needs of the customer. As every business knows, the focus should always be on the customer and building strong and lasting relationships.
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