TeamScope CRM for Outlook 5

TeamScope CRM for Outlook 5 is a flexible program that lets you store all customer information in the Outlook Contact, Task, Appointment and Journal entries you use every day.

Microsoft Outlook already stores your contacts, your calendar, your E-mail, and your to-do list, but it's a struggle to get these features to work together. Maybe you've tried to use a separate software product for contact management while continuing to use Outlook for everyday e-mail, only to discover the synchronization problems and headaches of maintaining multiple databases.

Now with TeamScope CRM for Outlook, you never have to leave Outlook, with no external database headaches, and no problems when working offline. Every contact you make, every activity you perform, every task you assign is automatically available in Outlook to your entire team.

Major Features:

1. Microsoft Outlook-Based
   • TeamScope CRM™ for Outlook® operates completely within the Microsoft Outlook interface that your team is already familiar with – translating to a high comfort and convenience level, and low learning curve, for your users.
2. Uses Microsoft Exchange Server
   • When used in a shared setting, TeamScope CRM™ for Outlook® relies exclusively on Microsoft Exchange as its data store; no other databases are used.
   • Allow all team members to have access to the same set of shared information – and no server setup, or synchronization with external data, is required.
3. TeamScope CRM™ Toolbar
   • The TeamScope CRM Toolbar acts as the central hub to manage your contacts and communications, allowing you to easily create and process e-mails, calls and other activities - automatically and intelligently linking them to their related contacts, company, and team member.
4. Two-way Synchronization with your PDA or Mobile Phone
   • By automatically synchronizing customer information stored in the TeamScope CRM folders with your Personal Folders in Outlook, you can use the synchronization software included with your PDA or mobile phone to maintain your CRM information when you are on the go.
     
   • TeamScope CRM™ for Outlook®'s data management means that your TeamScope CRM™ information, or a subset that you choose, is available on your Pocket PC, Palm, Blackberry, or other handheld, using your normal synchronization process.
5. E-mail Management
   • With TeamScope CRM™ for Outlook® at work, your users can finally take control of their Inboxes. The software stores and tracks both incoming and outgoing messages, all tied to the related contact.
     
   • Optional Automatic E-mail Processing means that when you send an e-mail, the program automatically asks if you want to share the message with your team through the centralized folders.  You can also process web forms and other formatted e-mails with ease.
6. Manage at the Company Level
   • While Microsoft Outlook is centered only around individual contacts, TeamScope CRM™ for Outlook® allows you to focus at the Company or Account level. The software gives you the ability to build Company/Account records, with individual Contacts automatically linked to their related Companies.
7. Complete Activity Tracking
   • TeamScope CRM™ for Outlook® lets you track all contact activity, at both the company and individual level.
     
8. Opportunity Management
   • Track and manage each of your opportunities through its sales cycle. The software lets you define the entire sales process to match your own, since the steps of the process, as well as the opportunity form itself, are completely customizable. And you can view your sales funnel graphically at any time.
9. Stay On Top of Your Schedule and Commitments
   • As you use the system, TeamScope CRM™ for Outlook® lets you effortlessly create follow-up tasks and appointments, each linked to the relevant contact.
10. Unlimited Forms Flexibility
    • Unlike most other systems that require the use of specific forms and restrict you to a limited set of custom fields, TeamScope CRM™ for Outlook® allows for the complete customization of Outlook forms to meet your organization's specific needs.
11. Create and Send Personalized E-mails and Letters
    • TeamScope CRM™ for Outlook®'s built-in Mail Merge lets you target selected contacts and send customized e-mails or letters to each (in plain text or HTML format).
      
    • You can choose to have the software keep a record for each contact of all information sent. And you can personalize your mailings using any data fields within your contact information.
12. Project Management
    • Manage your projects from start to finish. Link any number of different contacts, tasks, appointments, and activities to a given project. And the project tracking form can be completely customized to meet your team's specific needs.
13. Information Dashboards
    • TeamScope CRM™ for Outlook® uses Microsoft’s Digital Dashboard™ technology to bring together, on one screen, unified views of the information that is most important to you at each moment.
    • This powerful combination of web browser technology plus Outlook allows you to customize the display of information to meet your specific needs
14. Templates
    • Save time by creating any number of pre-formatted templates, in text or HTML format, for use in e-mail replies, mass mailings, etc. Templates support a sophisticated field mail merge capability as well.
15. Secure Workgroups
    • Used in conjunction with Exchange public folder security, this feature allows you to establish several independent workgroups so that unauthorized users in one group cannot see information in the other groups.
16. Optional TeamWork Workflow Integration
    • Create customer support, purchase orders and other workflow-enabled tasks directly from TeamScope CRM™ for Outlook®. TeamWork™ tasks are automatically linked to the contact and company records and are accessible from the View Activities and Linked Items features.
17. Third-Party Integration
    • TeamScope CRM™ for Outlook® is integrated into Microsoft Word and ScanSoft's PaperPort Deluxe, so your Word and scanned documents can be easily filed with the appropriate contact. The system is also integrated into the popular QuickBooks accounting package.
18. Reporting, Charting, and Data Analysis
    • An optional add-on product, TeamScope CRM™ Reporter, is available for those with serious reporting needs. Reporter transfers all or selected portions of your TeamScope CRM™ for Outlook® data into Microsoft Access, where you can then create sophisticated reports and perform robust data analysis.
19. Data Migration and Conversion Tools
    • For those migrating existing data from ACT!, Goldmine, or Maximizer, we have available automated conversion utilities that extract all of your existing information and place it into TeamScope CRM™ for Outlook®.
      
    • Additional tools are also available for cleaning up and merging your current Microsoft Outlook information.

Enhancements:

• Work the way you want with Automatic E-mail Processing
• Share all of your team's Sent Items in E-mail History
• See all activities at a glance
• See all linked items at a glance
• Manage Opportunities
• Outlook 2007 Cached Mode support
• Secure Workgroups
• Optional TeamWork workflow integration

Requirements:

• Windows Version: Windows Vista and Windows XP.
• Outlook Version: Outlook 2007 and Outlook 2003.
• Outlook Express is not supported.
• Microsoft Exchange Server: All version of Microsoft Exchange Serve