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Five Reasons to Stop Using Outlook

You might think that tracking your customers in Microsoft Outlook is better than gambling on Web Cliento online crm software. Here are five reasons to feel otherwise.

1. Online Access

2. Collaboration

3. Software Cost

4. Depth

5. CRM Analysis


Access

When you use Outlook or similar applications to store your customer information, that data is available only on one computer. Not only do you need additional licenses to install Outlook on other computers, but synchronizing information between them can be a tedious process. Online CRM software, on the other hand, can be accessed at any time, from any computer. Only one user license is required no matter where you log in from, and all of your data stays in one centralized location - our secure server.

Collaboration

While storing your contacts and planning activities in Outlook is the easy answer to customer management, those data are not easily shared with the rest of your team. Conversely, you have no way to track the progress of your employees and/or colleagues. Web Cliento's team CRM solution is highly collaborative - you can share CRM data and customer information in with other team members. This real-time collaboration allows you to manage customer relationships more effectively.

Software Cost

The up-front costs for Microsoft Office licenses can be very prohibitive. Even worse, if you purchase the software and later stop using it, there is no way to recoup any of your initial investment. Licenses for our crm software, Web Cliento, are at most $5 per user per month. Plus, with our pay-as-you go subscription model, you can cancel at any time. Security upgrades to our software are free and require no downloads, installation, or rebooting by users.

Depth

To put it frankly, using Microsoft Outlook for customer management has many limitations, especially in the depth of information. True, it is easy to enter contacts and plan events in such applications, but there are few ways to tie service cases or sales opportunities with the contacts and activities related to them. Because our online CRM solution has a highly relational data model - you can store more customer information and organize it more effectively.

CRM Analysis

By using a contact management application such as Outlook, you unknowingly forfeit the analysis tools that make CRM software so powerful. Web Cliento's software has built-in analyses that allow you to keep tabs on your sales team, track the progress of a customer relationship, and pinpoint potential service problems. These features are what truly drive effective selling and better customer service.

 

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