Outlook Add-ins for Sales: How to Best Convert Prospects into Customers

outlook add insThis is a guest post from Kyle Anderson; a freelance tech journalist whose typical day is spent scouring the web for the latest developments in the world of business tools and software. He loves any type of software that automates his life! For his pastimes, he is an avid lover of travelling, poetry, and photography.

When it comes to prospecting and the wider sales process, there’s never a shortage of tools you can use to make your work easier and more efficient. One of the most versatile of them is Outlook, a Microsoft tool that is popularly known for email and business calendar management.

However, Outlook is not limited to just these two functions.

You can easily unlock its hidden power by integrating it with compatible add-ins and other extensions. In the end, you’ll be able to complete a broad range of business functions including market/customer research, communication with your clients, document sharing, accounting, and more.

In this Process Street post, we take a look at how you can run a successful outreach campaign for your sales cycle using Outlook and its supported add-ins.

We’ll cover:

  • Lead qualification Outlook Add-ins
  • Email template Outlook Add-ins
  • Meeting scheduling Outlook Add-ins
  • Contract signing Outlook Add-ins
  • Accounting and invoicing Outlook Add-ins

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The Best Digital Signature Tools, Integrations, and Workflows

digital signatureGone are the days where signing contracts involved figuring out how to connect to a printer, scanner, or photocopier.

And don’t get me started on fax machines.

Now we live in a glorious new world of rapid digital signature workflows.

There are many kinds of digital signatures. Some may think of the high-tech encrypted keys people like Julian Assange have used to prove whether messages came from them or not.

But let’s be honest, outside of our international secret agent daydreaming we’re not likely to need to use those. What we need is the simple act of being able to add our signature on to digital documents with the fewest number of clicks possible.

Those interested in soccer may remember the high profile signing of David de Gea by Spanish giant Real Madrid from Manchester United. Or, actually, you won’t remember it. Because it didn’t happen. The documents were to be sent in the last moments of the transfer window, and the whole multi-multi-million dollar deal fell through due to a broken fax machine.

Digital solutions to contract workflows are important.

That’s why in this Process Street article we’re going to look at:

  • The 5 best digital signature tools
  • Digital signature integrations you can use today
  • How to connect digital signatures with the workflows in your business

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How A-Team Lending Made Employee Onboarding Paperless with Process Street

The A-Team Lending is a California-based mortgage broker with over a dozen full-time employees and 20 commissioned salespeople. The A-Team hired process consultant Cary Wan to handle their marketing and improve their business systems

Within the first month Cary has already managed to fully automate a large chunk of their HR systems which would otherwise require them to cover at least $30,000 extra in staffing costs to do manually.

A-Team Lending is rapidly scaling up and adding new salespeople to its team. This level of growth drove the firm to make big changes to the way they approach the onboarding process.

Why the A-Team needed Process Street

Instead of bogging the new hire down in a stack of forms to scan, sign and print, Cary uses Process Street as a trigger for form automation, allowing both him and his new hires to save hours per week on repetitive data entry.

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