Saleswah CRM Outlook Addin is back!


Update: The Saleswah CRM Outlook Addin is Back

Go here to read more and download.


We created one of our most downloaded and used CRM products: the Saleswah CRM Lite. Created as an Outlook Plug-In, it helped manage your sales opportunities, schedule Tasks and of course the Contacts from the familiar environment of MS-Outlook.

The downloads had reached more than 7000. We pulled the plug on the product last week. Here’s why:

We created the product for the user who would like a CRM that he/ she can update on the go without the need to be online. The fact that it was the familiar look and feel of Outlook, helped. It was for single users, whether working for themselves or for a company and it was free!

For the power users, we had added ability to connect to an online Saleswah CRM account. Also for free, for the single user.

So, why discontinue?

We do not think this is the strategic direction we want to take as company. We are mobile first, web first. A desktop CRM does not align with the direction.

The world is becoming online. Fast. We do not see our users needing to update CRM while offline anymore. So, all the more reason for us to concentrate on building products and platforms that are online.

Here’s a FAQ we put up, a week or so back.

Here’s where you go for the alternative: still free, for the single user. Saleswah CRM Lite Android App.
Or if you are a Windows person,

Saleswah Lite Windows Phone Store

Saleswah Lite CRM app in the Windows Store

Or, still prefer the web? Create a free account, here.

 


Update

The Salewah Lite CRM Outlook Addin is back! Download it here!

Online CRM with Outlook integration

Last week we wrote about Saleswah Lite ver 2.0. And we promised to write about the benefits of an online CRM with Outlook integration.

There are Outlook based CRMs and there are online CRM with outlook integration

We are in the latter category. Primarily. Even though, Saleswah Lite is not just a front-end to the Saleswah online CRM. It is a standalone CRM that does pretty much most things that an individual chasing deals may want to do.

It tracks your Contacts and schedules the Tasks using the native Outlook functionality. And, on top of that, it allows you to track sales opportunities and even the tasks related to the opportunity.

Know who your sales prospects are, how much is their “value” and what you need to do to win

Seems straightforward, and it is, for many individual salesmen. But, it does not work for a team. A team needs to share, customer profiles, interaction history and results.

Why would you want your online CRM to have Outlook integration?

Many reasons. Firstly, your Business Contacts are all there in the Outlook. So, if Saleswah Lite works with Saleswah online, it saves you from having to enter and update contact details in two places. You get to work offline and synchronise when you get internet access.

What does integration get you?

After you register and link your Saleswah Lite with Saleswah CRM, you can sync your Contacts, Accounts, Deals and related Tasks bidirectionally. Not only that, you can sync your product list and custom Task types.

Benefits of online CRM with Outlook integration

The benefits start pouring in. You get access to Saleswah online features- like campaign management, sending proposals and quotes. You get access to online reports. And, of course, you get to work and share with your other team members who are also using Saleswah CRM to manage their opportunities.

Want a demo on Saleswah CRM?

Ask for a demo for Saleswah CRM

Personal CRM: Saleswah Lite CRM 2.0

Saleswah Lite CRM turned 2.

The last version we had in public was 1.0.7. To move straight from there to 2.0 obviously means we made a lot of changes. Yes, we did. But, more than the changes, we tidied up the loose ends; made the existing functions work well, as they ought to.

Before we go further, yes Saleswah Lite CRM continues to be FREE! Go ahead, and download free CRM installer, here.

We also added the ability to update the app from within itself. Yes, just click Check for updates in the Saleswah Lite Menu within Outlook and it will go and download the latest patches.

So, what does it do?

Saleswah Lite CRM add-in to MS-Outlook (Saleswah Lite, for short, thank you!), lets you manage your individual sales opportunities. Opportunity management within Outlook using Saleswah Lite

Saleswah Lite Features:

Deal / Opportunity Management

Create an opportunity record for every opportunity and track:

  • Size/ Value of the opportunity
  • Stage of the opportunity
  • Chance and projected month of closure
  • Client decision makers and their roles in the purchase process
  • Scheduling and tracking activities with the decision makers
  • Recording the budget available to the customer

Contact and Account Management

Saleswah Lite totally works with the native Contact Management of Outlook. So, no more duplication, no more entering and maintaining contact records twice over.
What Saleswah Lite adds is some semblance of Account Management- the ability to add multiple contacts working for the same company as decision makers to a deal record.

Tasks management

Saleswah Lite has the ability to schedule a task related to a sales opportunity from within the opportunity record. The beauty is that from then on, the Outlook native task management functionality takes over. These tasks have a lot more information with them than a typical Outlook Task- they have the client Contact Name, the product name and the opportunity related to- all listed.
And, you can create your custom Tasks as well.

Add your product list

Let us say you sell insurance policies. You can add each one of them to the Saleswah Lite product list with prices. So that, when you create an opportunity, you can relate it to a product with its price.

So, what are you waiting for? Download free CRM, Saleswah Lite, here.

What if I had an online account with Saleswah CRM as well?

Ah, that’s the subject of another blog post. Watch this space!

CRM for everyone, CRM for free

Saleswah: Personal CRM for free!

Saleswah Lite CRM is a personal CRM software. We are offering this CRM for free for individuals wanting to track their sales and related tasks. It is installable on all desktops and laptops running windows and it installs as an add-in to your Microsoft Outlook.

Outlook versions 2007 onward are supported and you can install this on computers running Windows XP, Windows 7 and yes, Windows 8.

Download Saleswah Personal CRM for own use

Brief feature summary ( CRM for free, but as feature rich as a paid CRM)

Rev 0.5 (the one in private beta, now!) -FREE!
Manage contacts (using basic Outlook functionality)
Manage accounts (Saleswah Feature; since Outlook does not have account management)
Manage opportunities (deals): from start to close.
Synchronise contacts with Saleswah CRM on the cloud (optionally; and still FREE!)

 

Rev 1.0 (coming out next week; still private beta)- still FREE!
Manage contacts (using basic Outlook functionality)
Manage accounts (Saleswah Feature; since Outlook does not have account management)
Manage opportunities (deals): from start to close.
Synchronise contacts with Saleswah CRM on the cloud (optionally; and still FREE!)
Synchronise opportunities/ deals with Saleswah  CRM on the cloud (optionally; and still FREE!)

Rev 2.0 (coming out 1st week January; public beta)- still FREE!
Manage contacts (using basic Outlook functionality)
Manage accounts (Saleswah Feature; since Outlook does not have account management)
Manage opportunities (deals): from start to close- using Saleswah functionality.
Synchronise contacts with Saleswah CRM on the cloud (optionally; and still FREE!)
Synchronise opportunities/ deals with Saleswah  CRM on the cloud (optionally; and still FREE!)
Synchronise Tasks with Saleswah CRM on the cloud (optionally; and still FREE!)

Click here  to download the installer file.[ddownload id=”3091″ text=”Download” style=”button” color=”green”]

FAQ:

Adware/ malware: None. This is genuinely free for use. No catches; no strings attached.

Will you email/ spam me with offers?: In short, no!

Why Saleswah Personal CRM?

The most critical function in your company is sales. And, CRM software helps sales to organize their activities, track their prospects and opportunities and ensure they are able to forecast better about their opportunities in the months ahead.

Given above, you would expect a tearing hurry to adopt a CRM software and get your sales people to use it. In our experience, both do not happen. Some of the reasons we have experienced are:

1. Fear of the unknown: this is as valid for the users as the executives who make the decision to go with a CRM. Even when you overcome it, the familiarization with user interface takes a long time.

2. No soft landing: Most CRM software vendors bury you under an avalanche of features (we are guilty too, though, lately we are trying to change!)

3. No “personal” experience: All CRM software require you to spend a lot of time in setting up before using even some of the most basic functionality. Also, you need to first “put-in” before you “take-out”; meaning, unless you have a fair amount of data – at least for the contacts- you will not be able to start seeing the benefits, like tracking prospects, seeing reports etc.

We think Saleswah Personal CRM will help with customer adoption of CRM. Go for it! No strings attached.