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4 Best CRM for outlook Integration 2020

By Udit Handa / January 6, 2020

September 1, 2020
4 Best CRM for outlook Integration 2020

Integrating your CRM with Outlook brings a lot of benefits and possibilities for business. here are 4 Best CRM for outlook Integration 2020.

What is CRM?

Customer Relations Management (CRM) is one of the most important software for any business. CRM software provides business owners with tools to leverage customer information for business growth. Business owners can grow their business by using customers' information for intelligent decision making, creating a personalized customer experience, and creating successful marketing campaigns.  

CRM software also integrates automation, data management, analytics, reporting, and communication features. With the popularity of cloud-based CRM systems, most CRM software gets periodical updates to keep up with the market trends. We might find similar features in most of the top CRM systems but it's the integrations with 3rd part software and the developer community that sets the winners apart.  

Integrations allow data and information to flow across different software products. Integration has become popular as CRM software prevails in managing data and analyzing information. The more integrations with other information-based products will provide you with better results. 

One innovative integration is the link between CRM and Outlook. Outlook is a software product by Microsoft. Outlook manages contact information and electronic messaging services. Outlook manages information by creating contact profiles with fields for additional information. Integrating your CRM with Outlook brings a host of benefits and possibilities for business. Some of these includes 

  • Boosting productivity by enhancing teamwork and collaboration. 
  •  Designing a single platform for organizing and directing business projects. 
  • It provides improved communication by integrating third-party email services. 
  • Optimized project management and scheduling through calendar and timeline synchronization. 
  • Swift information-based decision-making through quick dashboard reports. 

Below are some examples of popular CRMs based on their popularity and available features. Getting the most suitable software based on a combination of capability and cost is an important decision for a business that must be made based on information. 

Here are 4 best CRM for outlook Integration 2020

CRM for outlook Integration
[embedimage]

Dynamics 365 

Dynamics 365 CRM is a Microsoft product. Microsoft Dynamics 365 can be set up for both online and offline use. Without a doubt, Dynamics integration with Outlook is the best since you can literally do anything from within outlook without even using the Dynamics365 interface. Dynamics and Outlook are from the same company, and this means compatibility issues would be lesser, and integration would have better support.

Outlook Dynamics 365 Plugin
Outlook Dynamics 365 Plugin

Dynamics CRM and Outlook provides:

  • Contact information management 
  • Group Emails 
  • A Mobile App 
  • Live Support 
  • Custom Processes 
  • Lead Registration and Capture 
  • Security and Permission 
  • Lead Rating 
  • Forecasting 
  • Offline Access 

Salesforce 

Salesforce is the most popular CRM in the market. Providing features as excellent as is available in Dynamics CRM, Salesforce is designed for both small and large businesses. With multiple pricing plans, companies can take advantage of Salesforce to improve business productivity and ensure successful marketing campaigns. Salesforce has a strong developer community, and service pricing is moderately affordable. 

CRM for outlook Integration
Salesforce Outlook Plugin Source : Salesforce

Salesforce Outlook plugin features include: 

  • Contact information management
  • Group Emails 
  • A Mobile App 
  • Live Support 
  • Custom Processes 
  • Lead Registration and Capture 
  • Security and Permission
  • Lead Rating
  • Forecasting

HubSpot CRM 

HubSpot is the next in line. Most of its popularity stems from the free basic plan. HubSpot integration with Outlook is accessed through a web browser. The integration works by upgrading HubSpot with an Outlook plug-in. Web browser access means it can hold an unlimited number of users. Also, CRM features can be accessed from the Outlook inbox. The free plan provides essential functions such as lead capturing and tracking, but more features and upgrades become available at higher pricing levels. 

CRM for outlook Integration
Hubspot Outlook Plugin Source: Hubspot

HubSpot provides: 

  • Contact information management 
  • Group Emails 
  • A Mobile App 
  • Custom Processes 
  • Lead Registration and Capture 
  • Lead Rating 
  • Forecasting

Zoho CRM

Zoho provides a useful contact management tool, uniquely when integrated with Outlook. Just like HubSpot, the Outlook plug-in also provides access to CRM tools through the email inbox. Zoho services are moderately priced and offer the usual CRM features. There are structured paid plans and a free basic plan that provides a few CRM features. 

CRM for outlook Integration
Zoho Outlook plugin Source: Zoho

Zoho provides: 

  • Expandable storage
  • Tiered features according to pricing plans
  • Call Log 
  • Lead Capturing and Management 
  • Social Media Integration 
  • Custom Dashboards 
  • Customer Support 

Conclusion

The current business environment requires highly competitive entities that must continually improve their productivity and efficiency to stay on top. Leveraging up to date information is a requirement to make swift and successful decisions in the business world. This is why CRM software has become so successful and popular among business owners. CRMs most significant feature is probably the integration and upgrades, and this will allow them to keep growing and adding to their capabilities. It is not enough to pick any CRM, a check for the best fit and affordability is required. Selecting a CRM is an investment; the ROI must not be too small or too far away, else the business dies. 

[sc name="CRM Consulting"] [apss_share] [sc name="Udit Handa"]

Integrating your CRM with Outlook brings a lot of benefits and possibilities for business. here are 4 Best CRM for outlook Integration 2020.

What is CRM?

Customer Relations Management (CRM) is one of the most important software for any business. CRM software provides business owners with tools to leverage customer information for business growth. Business owners can grow their business by using customers’ information for intelligent decision making, creating a personalized customer experience, and creating successful marketing campaigns.  

CRM software also integrates automation, data management, analytics, reporting, and communication features. With the popularity of cloud-based CRM systems, most CRM software gets periodical updates to keep up with the market trends. We might find similar features in most of the top CRM systems but it’s the integrations with 3rd part software and the developer community that sets the winners apart.  

Integrations allow data and information to flow across different software products. Integration has become popular as CRM software prevails in managing data and analyzing information. The more integrations with other information-based products will provide you with better results. 

One innovative integration is the link between CRM and Outlook. Outlook is a software product by Microsoft. Outlook manages contact information and electronic messaging services. Outlook manages information by creating contact profiles with fields for additional information. Integrating your CRM with Outlook brings a host of benefits and possibilities for business. Some of these includes 

  • Boosting productivity by enhancing teamwork and collaboration. 
  •  Designing a single platform for organizing and directing business projects. 
  • It provides improved communication by integrating third-party email services. 
  • Optimized project management and scheduling through calendar and timeline synchronization. 
  • Swift information-based decision-making through quick dashboard reports. 

Below are some examples of popular CRMs based on their popularity and available features. Getting the most suitable software based on a combination of capability and cost is an important decision for a business that must be made based on information. 

Here are 4 best CRM for outlook Integration 2020

CRM for outlook Integration
Copy Infographic
×

Dynamics 365 

Dynamics 365 CRM is a Microsoft product. Microsoft Dynamics 365 can be set up for both online and offline use. Without a doubt, Dynamics integration with Outlook is the best since you can literally do anything from within outlook without even using the Dynamics365 interface. Dynamics and Outlook are from the same company, and this means compatibility issues would be lesser, and integration would have better support.

Outlook Dynamics 365 Plugin
Outlook Dynamics 365 Plugin

Dynamics CRM and Outlook provides:

  • Contact information management 
  • Group Emails 
  • A Mobile App 
  • Live Support 
  • Custom Processes 
  • Lead Registration and Capture 
  • Security and Permission 
  • Lead Rating 
  • Forecasting 
  • Offline Access 

Salesforce 

Salesforce is the most popular CRM in the market. Providing features as excellent as is available in Dynamics CRM, Salesforce is designed for both small and large businesses. With multiple pricing plans, companies can take advantage of Salesforce to improve business productivity and ensure successful marketing campaigns. Salesforce has a strong developer community, and service pricing is moderately affordable. 

CRM for outlook Integration
Salesforce Outlook Plugin Source : Salesforce

Salesforce Outlook plugin features include: 

  • Contact information management
  • Group Emails 
  • A Mobile App 
  • Live Support 
  • Custom Processes 
  • Lead Registration and Capture 
  • Security and Permission
  • Lead Rating
  • Forecasting

HubSpot CRM 

HubSpot is the next in line. Most of its popularity stems from the free basic plan. HubSpot integration with Outlook is accessed through a web browser. The integration works by upgrading HubSpot with an Outlook plug-in. Web browser access means it can hold an unlimited number of users. Also, CRM features can be accessed from the Outlook inbox. The free plan provides essential functions such as lead capturing and tracking, but more features and upgrades become available at higher pricing levels. 

CRM for outlook Integration
Hubspot Outlook Plugin Source: Hubspot

HubSpot provides: 

  • Contact information management 
  • Group Emails 
  • A Mobile App 
  • Custom Processes 
  • Lead Registration and Capture 
  • Lead Rating 
  • Forecasting

Zoho CRM

Zoho provides a useful contact management tool, uniquely when integrated with Outlook. Just like HubSpot, the Outlook plug-in also provides access to CRM tools through the email inbox. Zoho services are moderately priced and offer the usual CRM features. There are structured paid plans and a free basic plan that provides a few CRM features. 

CRM for outlook Integration
Zoho Outlook plugin Source: Zoho

Zoho provides: 

  • Expandable storage
  • Tiered features according to pricing plans
  • Call Log 
  • Lead Capturing and Management 
  • Social Media Integration 
  • Custom Dashboards 
  • Customer Support 

Conclusion

The current business environment requires highly competitive entities that must continually improve their productivity and efficiency to stay on top. Leveraging up to date information is a requirement to make swift and successful decisions in the business world. This is why CRM software has become so successful and popular among business owners. CRMs most significant feature is probably the integration and upgrades, and this will allow them to keep growing and adding to their capabilities. It is not enough to pick any CRM, a check for the best fit and affordability is required. Selecting a CRM is an investment; the ROI must not be too small or too far away, else the business dies. 

CRM Consulting services

Do you want to implement a CRM system within your organization? Connect with our CRM Experts today!

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