Five Outlook plugins for B2B sales reps

06 October 2015 Karan Vidal

Got gmail? We brought you seven plugins that will simplify the sales process. Got Outlook? Don’t worry, we’ve got you covered. We’re about to show you five plugins that will help to make sales a breeze.

Gmail and Outlook are often pitted against each other for the title of best business email service. With constant updates the differences between the two are pretty slim. In the end, it comes down to personal preference. No matter what your choice, there are plugins that can boost your sales performance by making you more organised.

We’ve chosen five plugins that claim to make your life easier by enabling you to manage sales activities under one email ‘roof’.

1.Zoho CRM

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Sales team automation features like competitor analysis and sales forecasting make Zoho CRM useful for businesses that want to focus on the full customer life cycle.

Their Outlook integration claims to:

  • Merge contacts and other Outlook features with Zoho CRM.
  • Include emails as cases in Zoho’s CRM contacts.
  • Resolve conflicts whilst merging information from Outlook.

Zoho CRM might appeal to your business, if you’re watching the pennies. There’s a free plan for up to 10 users. The most expensive package is about £23 per month, if paid annually. A word of caution here is that telephone support is only available for paying customers.

2.Salesforce with Outlook

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If you’re considering using Salesforce as your CRM, then you’ll be pleased to know that integration with Outlook is an option. What makes Salesforce more appealing is that not only does it integrate with Outlook but you can also export company and director information from us directly into Salesforce. This gives you an unbroken chain of lead gen, CRM and email marketing in one system.

According to Salesforce, you can do the following after integrating with Outlook:

  • Use the side panel that appears directly within Outlook.
  • Synchronise calendars and contacts.
  • Add emails to the right Salesforce record.

There’s no free price plan. All prices are billed annually, ranging from the equivalent of £17 per month to £200 per month.

3.E-mail Follow-Up

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Do you find it difficult to keep on top of sending follow-up emails to prospects who haven’t responded? Considering that there’s a “21% chance of getting a response on the second attempt”,it makes sense to have a system in place to ensure that you follow up. This is where the Outlook add-in E-mail Follow-Up comes in. It does exactly what it says on the tin and alerts you when there’s been no response to your email.

You’re also able to send follow up messages using predefined templates. This makes sending reminders quick and hassle free.

A single user lifetime license cost around £15. This vendor also has other Outlook add-ins, like a duplicate email remover and a mail merge toolkit.

4.Text Lightning

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Ever feel like responding to emails is like ‘Groundhog Day? Never fear, as Text Lightning offers to take the repetition out of composing emails. It works by giving you access to similar sentences that you’ve used previously, to include in new emails.

The other features include:

  • One-click to search past responses.
  • Read text directly from different programs like Excel.
  • Single click message archiving.

Text Lightning is a free tool, and it’s available on download.

5.Outlook on the Desktop

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Being offline doesn’t have to mean being out of the loop. Outlook on the Desktop enables you to view and control your calendar even when you’re not online. You’ll be able to pin your calendar to your desktop to keep an eye on your appointments.

You’re also able to:

  • Drag and drop files.
  • Switch from any Outlook view including inbox and tasks.

This software is free, however you can make a donation to the developers.

The plugins and add-ins above range from the whole works to single feature software. The prices also go from completely free to £200 per month. There’s something for everyone who wants to use Outlook in a smarter and more efficient way for sales.