Outlook Sales

Outlook Sales has the following design goals:

• Simple user interface based on Microsoft Outlook
• Central relation database to ensure fast and reliable information sharing
• Integrated with Office applications
• Flexible and customizable
• Developed to be a cost efficient product/solution

Below is a simplified overview of the solution:

Central relation database

In the central database, information is gathered from all the users. Corporation and contact information is structured with relations between them. Activities, notes and documents are linked to corporations, contacts and opportunities. This enables full search and traceability, together with permission control.

Outlook is the client

Users take advantage of the simplicity of Outlook, and primary work with their own personal Outlook contacts. From the central database, customers are selected as "my contacts". These are then synchronized with Outlook personal contacts. Changes and updates are made directly in Outlook. All Outlook activities - meetings, tasks, notes - can be automatically linked to business contacts.

All personal contacts are also available on user's PDA, when they are synchronized. Changes and updates can then also be made on the PDA. Sales info and summaries are linked to each contact, and also made available on the PDA.

Categories and interests

For corporations and contact objects, there are centrally customizable fields for categories and interests. These fields are in two levels - a group and a detailed level - to simplify the classification of customers. All fields are wholly searchable.

Templates and reports

The integration with Office tools enables creation of new documents from Word and Excel templates. These templates can contain active fields to automatically get and enter customer information.

Words built-in function "Mail Merge" can be used together with searches of the central database, to easily create personalized one-to-one marketing material.

Personal summaries and reports can easily be viewed in Outlook, while Excel based reports can create summaries and enhance the information from multiple users and groups.

Work offline

Outlook Sales synchronizes information with the central database through a local database, which caches the retrieved data. This means that you will always have access to the information you are working with, even if you have disconnected your laptop and are working on the field. You can create, alter and update information and activities, just as if you were online.

Security

The standard version of Outlook Sales supports access control on user level, with managed groups support. Regular users can search, read, create, update and mark items for deletion. Only administrators can actually delete data. Delicate information such as opportunities (offers/orders) can be locked to certain users and/or groups.

All objects and activities contain information on item owner and modification dates. Updates to contact information will automatically be logged - with the change, user and date and time of change.

Language support

Outlook Sales' central database contains customizable support for multiple languages. Outlook Sales supports all language versions of Outlook and Office. The product will initially be released in English and Swedish versions, but can easily be translated to other languages.

Please contact us for more information about Outlook Sales, or if you are interested in a customized solution.