Managing Communication: CRM Software vs. Microsoft Outlook

Email plays a vital role in professional communication, especially for salespeople like me. It’s a fast and cost effective medium that allows us to maintain relationships with our clients and prospects. This is why so many of us have become dependant on email applications such as Microsoft Outlook. But how efficient is it? With Outlook we spend the majority of our time communicating with and managing contacts or scheduling meetings and follow-ups. Since Outlook is an email client, not CRM software, these communication activities aren’t organized in a concise manner. We often waste time searching and clicking through “Sent Items” and “Inbox Folders” for email history or to locate specific communication with a contact.

Soffront’s CRM solution addresses this concern by automatically organizing all communications with the corresponding contacts, accounts, opportunities and service requests. CRM software allows us to locate a specific communication using a convenient search and see up-to-date communications history.

Communications History in Notes

Communications History in Notes

 

Although Outlook has a friendly User Interface for composing emails, it’s a “thick client” and must be installed on a computer. This means that we must always carry a computer with us in order to use it. Soffront’s web-based CRM software has an intuitive User Interface that lets us compose full HTML email messages. With a CRM solution we can schedule appointments and reschedule as needed by simply dragging and dropping it into a different time slot.

Compose HTML messages from CRM

Compose HTML messages from CRM

Soffront CRM software helps you work smarter not harder. I hope you agree with me that your most valuable asset is your time. Would you spend that time getting frustrated looking through Outlook emails or have CRM software present to you relevant information at the right time and at the right place?

Microsoft outlook makes you work harder but Soffront CRM Software helps to work smarter.

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