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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8 Smartsheet Alternatives for Superb Project Management in 2019

smartsheet-alternatives

The Smartsheet platform provides exactly what the name suggests – smart sheets. It is modeled around the classic Microsoft Excel spreadsheet, enriching its capabilities with powerful collaboration features and integrations.

In addition to providing effective collaboration tools, Smartsheet’s user interface is relatively simple, which has earned it a solid reputation as a good project management tool for businesses of all sizes.

So why even look for an alternative?

Well, you may not feel that Smartsheet is particularly well suited to how you manage projects in your team and organization as a whole. Perhaps you are not very familiar with Excel, or just don’t like it very much and would rather use a tool with a different look and feel.

It can also become a difficult tool to manage in the long-term. As you add more and more projects, the organization of vast amounts of spreadsheets can become fragmented and confusing.

So, if you are not a big fan of spreadsheets, and would like a project management tool with a more fun, engaging look to it, here are 8 fantastic alternatives that may well be what you’re looking for.

The main criteria I used for selecting the following applications is that they all have excellent feedback from users, reasonable pricing models, good customer support, and effectively address Smartsheet’s limitations.

Let’s get into it.

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6 Top Document Management Systems Compared

document-management-systems

You might not know it by its formal title, but if you’re a Google Drive user, you’re already using a document management system.

The good news is that there are other solutions out there with a ton of various features.

Document management systems can be as simple as a shared version of Windows Explorer and as complicated as a fully functional platform with workflows, versioning, and live collaboration.

With so many out there, how do you know which to choose?

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How to Manage Small Business Calendars in the Cloud

Calendar Apps

[ Download our Free Ebook ] – Click here to download our free 111 page ebook on “How to automate the tasks you hate at work using Zapier“.

Keeping everyone on the same page in your business is easy with today’s technology. Using cloud-based calendars, you can have everyone synced up all the time from any device. In this post, I will go through our favorite setups to ensure your team never misses a meeting again.

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