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In-Depth Review
OutlookCRM
TeamScope Software
23679 Calabasas Road, Suite 140
Calabasas, CA 91302
Telephone: 818-876-0776
Fax: 818-876-0779
Toll Free: 877-500-TEAM (8326)
Email: info@teamscope.com
Web:
http://www.teamscope.com/
TeamScope Software develops and markets CRM and other collaboration
software based on Microsoft’s Outlook and Exchange Server technology.
Utilizing the advanced data integration and communication capabilities of
these key Microsoft platforms, TeamScope creates products that accelerate
business processes and dramatically enhance individual and group
productivity.
Fundamentally, TeamScope's software products augment and extend Outlook and
Exchange to supply dedicated business solutions for broad classes of
business needs, such as Customer Relationship Management (CRM) and business
process workflow control.
TeamScope was founded in 1999 by software industry veterans Phil Seeman and
Paul Woodworth. The founding principle of the company is to make work easier
to do and to increase management effectiveness in daily business operations.
While many software products offered in the market today are installed as
separate applications, TeamScope’s unique approach is to create advances
within the Outlook/Exchange environment itself. By doing the extra work to
tightly integrate these systems, TeamScope solutions streamline any business
function that incorporates email communication, contact management, or task
coordination.
Product: OutlookCRM
Current Version: 4.0
Category: On-Premise Small Business CRM
Solution
Sub-Category:
Client Platform: Microsoft Outlook
Server Platform:
Database Platform: Microsoft Exchange
Your team works in Outlook -- all day, every day. Outlook stores your
contacts, your calendar, your e-mail, and your to-do list, but it’s a
struggle to get these features to work together! Maybe you've tried to use a
separate software product for contact management while continuing to use
Outlook for everyday e-mail, only to discover the synchronization problems
and headaches of maintaining multiple databases.
With OutlookCRM™ you never have to leave Outlook. This means no
synchronization process, no external database headaches, and no problems
when working offline. Every contact you make, every activity you perform,
every task you assign is automatically available in Outlook. This is because
OutlookCRM works fully within Outlook, storing all customer information in
the Outlook Contact, Task, Appointment and Journal entries you use every
day.
What's New in OutlookCRM 4.0?
Work the way you want with Automatic E-mail Processing
OutlookCRM 4.0 fully integrates with Outlook’s e-mail features, so you do
not have to change how you use Outlook! Now, when you send an e-mail,
OutlookCRM automatically asks if you want to share the message with your
team through the central OutlookCRM folders.
Share all of your team's Sent Items in E-mail History
A full and exact copy of each e-mail is stored in OutlookCRM’s new E-Mail
History folder. This public folder functions like your own personal Sent
Items folder, but shows all messages for your entire team, with each
individually linked to its primary Contact and Company records.
See all activities at a glance
The View Activities feature has been improved so you can now instantly
see all appointments, tasks, e-mails and phone journals for a Contact or
Company with the single click of a toolbar button.
See all linked items at a glance
The new Linked Items tab on the OutlookCRM Contact and Company forms
brings the power of your Outlook Views to each contact record. You can see
all the e-mails, tasks, appointments, and phone calls for a Contact or
Company directly from the form.
Outlook 2003 Cached Mode support
Now you can have offline performance with online updates via Outlook’s
Cached Exchange Mode and your OutlookCRM public folders. Using this new
mode, OutlookCRM is currently supporting thousands of simultaneous
distributed users – a truly scalable CRM solution!
Secure Workgroups
Used in conjunction with Exchange public folder security, this feature
allows you to establish several independent workgroups so that unauthorized
users in one group cannot see information in the others.
Optional TeamWork workflow integration
Create customer support tickets, purchase orders and other
workflow-enabled tasks directly from OutlookCRM. TeamWork tasks are
automatically linked to the appropriate Contact and Company records and are
easily accessible via the View Activities and Linked Items features.
For pricing details, see:
http://www.teamscope.com/estore/
We have yet to review this product.
Have a question about this program?
Then please just email me your question! If the answer is short
& sweet, I will pop you back an answer. If the question requires further
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AskRichBohn.com, to share with
others. As always, you can email me at
rich@sellmorenow.com !
Short List:
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