Should I use Outlook as a CRM tool ?

Short answer: No.  It lacks too many essential features.

CRM Abstract Photo

Given that we use Outlook in house to manage e-mail, personal contacts and a personal calendar, our opinion isn’t out to snub Outlook just to pitch CRM.

In fact, you don’t need to abandon Outlook to get a CRM.  Most CRMs will integrate with Outlook to integrate e-mail, contacts or a calendar so critical information can be seen on the smartphone.  Furthermore, you can see the email correspondence on the contact record from the CRM.

Difficulties of Using Outlook as a CRM:

Frustrated Computer User
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  • Documenting conversations by date/time stamp and easily sharing them among your team.
  • Implementing contact security among your peers.
  • Creating a sales forecast.
  • Creating a mail-merge to a Word document.
  • Creating effective user fields to classify contacts by more than one field such as "category".
  • Re-Entering the same data among different applications like Word or Excel becomes a chore to create call reports or sales forecasts.
  • Using Outlook is ineffective as a help desk ticketing system.

Zoho Bigin allows an easy way to get into CRM.

And you can still use Outlook.

In a matter of minutes, you can have a starter CRM system that tracks contacts, companies and a pipeline along with a mobile app.

Integrations include:

  • E-Mail: Zoho Mail, Outlook, Office 365, IMAP
  • Zoho Apps: Zoho Flow, Books, Invoice, Campaigns, Analytics, Desk and Meeting.
  • Popular Apps: MailChimp & Zoom Meeting.
  • Advanced Tools: Zapier & API
Good on the budget:

  • Pricing starts at $9/user/month.
  • Annual discounts available.
  • Training videos included.  Chat support provided by Zoho at no additional charge.
Start a Free Trial

What if Bigin isn't enough?  Don't worry.  We offer plenty of options.

Question Marks
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What’s the best CRM platform for you?  It depends on what business processes you want to improve.  For instance, if you want one point to see all meeting notes, emails and ability to create a report based on those activity KPIs then WiredContact is a great solution.    If you want to have one platform to manage CRM, e-marketing, help desk, projects and accounting then Zoho One is a great candidate.

Conversely, if your focus is marketing automation on a tighter budget, Benchmark One has many capabilities similar to Hubspot at a lower price.

Once we know the features you need; then, we craft with a custom solution based on your budget.  If you aren’t sure how to approach this, feel free to contact us for a complimentary discovery call.


Add a pop up blocker exception for WiredContact for Chrome

WiredContact requires a pop up blocker exception in Chrome so it can show you alarms and reports.  Follow the video below to do this.


How to disable the pop up blocker for WiredContact

When you run a report or require an alarm in WiredContact, you need to make an exception to your browser to allow a pop up for your site.  Here is how to do it in Chrome.


Adding the WiredContact Mobile Site to an Android

Android OSThis article shows you how to add a website (aka bookmark) to an Android home screen.

First, go to your WiredContact mobile site on the Android.  In this example, it's http://mobiledemo.wiredcontact.com

Then, you can follow the screenshots in this article.


WiredContact Dialer Demonstration

WiredContact Phone Integration Sample

WiredContact, without buying a third party plugin, allows you to make outgoing calls with a click-to-dial button we program.  That won’t require any VOIP programming costs.  99% of our requests from our clients revolve around outgoing calls.

For incoming calls, we’d program WiredContact to work with your VOIP provider.  Those costs are determined on a a case by case basis since VOIP uses different programming languages.

This demo video uses 8×8 with their soft phone application and their free Chrome extension.