Saleswah Lite Outlook CRM Addin

If you work in customer relationship management and are also familiar with Microsoft Outlook, the chances are you might be interested in the benefits brought about by a software utility such as Saleswah Lite Outlook CRM Addin.

The addin’s approach can be best described by its attempt to build a bridge between cloud-based CRM and what office productivity tools can offer on the desktop, all the more so since Outlook is a renowned software solution with wide adoption on the market.

But first off, it need be said that, in order to put this addin to the test, you need a Saleswah account, which can be created here.

Once installed on your computer, the addin is capable of extracting your contact list from Outlook and transferring it to the cloud, more specifically, to your Saleswah account. The exchange of data is possible the other way around too since you can import your Saleswah appointments and tasks into Outlook.

Aside from that, you may want to know that creating price lists and adding products should raise no difficulty, as is the case of keeping an eye on marketing campaigns and templates as well as handling branch structures. What’s more, sale leads can be manually created and assigned to executives.