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 Payment Platforms: Stripe vs Paypal vs Square vs Braintree

stripe_vs_paypal_vs_square_vs_braintree best payment platformIn the first quarter of 2017, the AppStore and Playstore saw record revenues yet again with a whopping total of $15 billion worldwide, representing a year over year growth of 45%.

Add in other online sales and the amount of money being spent is astronomical.

But how do we process all these sales? And what means of processing is best for your company?

We’ve pondered the question at Process Street and decided to write up our findings. In this article, we’ll compare Stripe, Paypal, Square, and Braintree to see what each do and how they do it. We’ll analyze those findings and suggest which might be better for different kinds of businesses.

The key areas we’ll compare are:

  • Features – what do they offer and what can’t they do?
  • Pricing – where can we find those small gains which make a difference at scale?
  • Ease of use – can a regular person integrate it into their business, or is a developer needed?

But first, let’s look at some of the different use cases for these payment platforms to contextualize our investigation.

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50 Ways To Save Time & Money with Workflow Automation

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Why You Should Care About Workflow Automation

The majority of companies in the world now rely on software-as-a-service; cloud-based apps like Salesforce, Google Apps and Zendesk, also known as SaaS.

In 2013 Forbes reported over 50% of businesses use cloud computing, which has risen to 77% as of May 2015. As SaaS gains popularity, companies are finding innovative ways to integrate apps and automate as much as possible, leaving businesses more time to spend on strategies requiring human input instead of repetitive admin work.

Connecting apps to automate workflows is becoming increasingly more important as companies move away from Outlook and Excel to cloud-based SaaS apps. A major benefit of using SaaS is that apps have the ability to talk to each other via APIs and automatically trigger different functions and events between apps.

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