Are you losing leads in your Outlook inbox?

There’s no denying the value of email in today’s business landscape. According to a 2016 report, email marketing is seen as the easiest and most effective online tactic for generating sales leads. So when you get an influx of new leads in your inbox, how on earth do you stay organized and follow up with those contacts? Luckily, when you have a CRM Outlook plugin, staying on top of those leads is a breeze.

A contact management system that’s made for you

It’s true that you could use the Outlook Business Contact Manager or Customer Manager to keep track of new leads. But keep in mind that these tools were designed to work for all kinds of businesses that use Outlook – so they may not be the best fit for your unique needs and workflow.

Rather than using Outlook as a CRM, consider an upgrade. Method:CRM is a customer and lead management solution that is completely customizable for your business. You can add new fields to keep track of key information, create custom appointment types for your calendar, and easily view a breakdown of all the deals in your sales pipeline.

Open one program – get the best of two

Better yet – Method:CRM integrates with Outlook, so you can reap the benefits of a CRM without leaving your inbox. When you open an email, the CRM Outlook plugin will automatically detect whether the sender already exists in your CRM. If not, you can add them to Method as a new lead right from Outlook – no need to open a new tab! Simply type the lead’s details into the CRM plugin and click save. You can even schedule a follow-up activity from the plugin, so you’ll see it on your Method calendar.

On the other hand, what if you open an email from an existing CRM contact? Even better! The plugin will show a snapshot of any recent activity with that contact, including interactions and sales opportunities. With this information at your fingertips, you can send powerful emails that convert leads to customers and generate repeat business.

Never miss an appointment

Like any good customer management tool, Outlook and Method each have a calendar to help you keep track of meetings and tasks. But bouncing between multiple calendars is a sure way to miss something important.

Thank goodness for the two-way sync between your Method and Outlook calendars. You can enter or update an appointment in either calendar and the other one will quickly reflect the changes. Your whole schedule will be accessible on either platform, so you can rest easy knowing that all is under control – unless your schedule is too busy, of course.

How do I get started?

We know that email is a huge part of running your business – so why not get more out of your email? Method’s CRM Outlook plugin will streamline your workflow by giving you a 360° view of every customer and lead, all within your inbox. Sign up for a free 30-day trial of Method:CRM today.


Ready to start streamlining your operations?

Sign up for a free 30-day trial of Method:CRM, the #1 rated CRM by QuickBooks users on apps.com. 

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Posted by Alanna Smith

Alanna is a Content Writer at Method. With several friends who are pursuing entrepreneurial dreams, she loves learning about the inner workings of small businesses. When she isn't scoping out tricks and tools to help Method users thrive, you can find her at a barre class or at home with her cat Leo.

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