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Business Solutions CRM SharePoint CRM Template by LookOut Software
 

SharePoint CRM Template by LookOut Software Hot

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 5.0 (9)

Info

Developer LookOut Software
Supports MOSS 2007 • WSS v3
Price, US $ 3,495.00
Licensing Per Server
Free Trial Yes
Website http://www.lookout-software.com

A full-featured Customer Relationship Management "Template" with UNLIMITED USERS that takes advantage of Native SharePoint functionality while providing a rich environment to manage sales and service objectives. Defines relationships which you can use "out-of-the-box",extend, scale, personalize and configure to fit your company's business processes.


The SharePoint CRM Template offers the following related modules and sub-modules:

  • Leads
  • Accounts
  • Contacts
  • Interactions
  • Opportunities
  • Notes
  • Tasks
  • Calendar Appointments
  • Outlook Email & Appointment Connector
  • Support Tickets
  • Marketing Search and Export
  • Mobile Enabled
  • Many to Many Relationship Connector
  • Importer


Visit the SharePoint CRM Template Site to register for a personalized demonstration.

User reviews

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Average user rating from: 9 user(s)

 
Rating:
 
 5.0
 
 

Ultimate flexible CRM solution

0 of 0 people found the following review helpful
As a small company using Sharepooint on a regular basis it seemed sensible to develop a Sharepoint solution for our CRM. However with our limited resources and lack of expertise a pre-packaged solution was most attractive. LookOuts solutions is perfect for our needs, and is suited to companies that are seeking to customise to their own requirements. I'm not a sharepoint professional but with the user and admin guides provided I've been able to refine the template to meet our exact requirements. Where i needed support Kerri and team have been more than responsive. The solution continues to evolve as well, adding many more useful features.

Product Reviews

Pros Flexible, adaptable Sharepoint template
Works in existing Sharepoint sites
Integration with current working practices
Value for money
Can be configured by knowledgeable users
Excellent, responsive support
Cons Makes you realise how hopelessly rigid your previous CRM solution was, and how you wished you'd had it sooner.
Version Reviewed 1.80
Rating:
 
 5.0
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Reviewed by Alex Woodrow
February 11, 2010
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CRM Template adapted for mulitple business uses

2 of 2 people found the following review helpful
We were looking for a CRM related solution to help manage a high profile function within the charity. Having looked over the template online and noting the Lookouts' design philosophy we decided to take a closer look. We were able to work with Lookouts' dedicated team in a small timeframe to produce a prototype of our solution. Without the base template our development timeframe would have extended several months rather than days! The cost of the template was also very much in reach too. We are finding that many of the features that are provided free within the template are now being well used and can see that a lot of thought has gone into the product, which does what the tin says.

Product Reviews

Pros Built on sound development philosophy by extending upon Out of Box MOSS/WSS features.
Feature rich - easy to customize and configure.
Very easy to role out to users, provides a good mix of custom features simply deployed with very much the end user in view.
Fast deployment.
Great pre and after sales support and care for the end result as well as genuine interest in the clients project (rare to find these days!)
Cons Since the template can be utilized in many way, the hardest part seems to be decided where to start!
Rating:
 
 5.0
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Reviewed by nusrat
November 25, 2009
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Exactly what we were looking for. CRM made simple.

3 of 3 people found the following review helpful
I'm very pleased with our decision to move forward with this platform. I recommend this product to our clients. Great find.

Jeremy Sherwood / VP of Sales and Operations
opus:interactive
http://www.opusinteractive.com

Product Reviews

Pros 1. Easy Install
2. Great presales and support
3. Ongoing product enhancements
4. Build for sharepoint, where other are hack add-ons that kind of work.
5. Outlook plug-in works the way it should.
Cons 1. Not free. ( Who can expect for something this good not cost)
Rating:
 
 5.0
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Reviewed by Jeremy Sherwood
September 17, 2009
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Top Notch Experience - SharePoint CRM Template

1 of 1 people found the following review helpful
Our marketing teams use Lookout's SharePoint CRM to streamline our internal and external communications and strengthen our market presence across the country. Due to SharePoint CRM, our deal flow has increased, our contacts are organized in a seamless manner, and productivity and efficiency has increased. We are highly satisfied with our product and recommend Lookout to other companies and organizations.

G.Newsom
Canyon Capital Realty Advisors LLC
Canyon-Johnson Urban Communities Fund

Product Reviews

Pros Flexibility - the module was tailored to our precise needs and is easily fine tuned to new data management developments
* Excellent customer service - they went above and beyond to ensure that we were satisfied with our product.
* User friendly – tutorial for this product was easily absorbed by our marketing team

Version Reviewed August 2009
Rating:
 
 5.0
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Reviewed by gnewsom
August 24, 2009
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Fits the Bill for the TMI Sales Team

1 of 1 people found the following review helpful
Our sales people are a pretty traditional lot. They used excel or did some Internet directory searching and wrote what came to mind on slips of paper. We tried an all in one solution like (Maximizer) but it just didn’t fit our business. We bought the SharePoint CRM Template because the Lookout Software Team told us we could customize it to better fit out sales system. We were slow adopters, then something started to happen –we started using it and very soon we could not function without it. Most CRM solutions fail because people don’t use them, people don’t use them because these systems are too burdensome or don’t fit what real people do day to day. The strength of this product is that easy enough to use yet sophisticated enough to be a corporate solution. Most amazing, even I started to use it – now that’s buy in!

In addition, these Lookout people really do service the customer. From the start of the sale to the completion of the project they were there hand-holding all us all the way through. I have no qualms about recommending their product and their service.

Product Reviews

Pros Easy to use.
Custom fit for our business.
Staff acceptance.
Great support.
Cons None.
Version Reviewed Version 2 Custom
Rating:
 
 5.0
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Reviewed by gordo
July 07, 2009
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