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The following table lists the features and capabilities of each edition of the SalesOutlook software to help you determine which edition best meets your needs. 

 

Function SalesOutlook CRM SalesOutlook SBE SalesOutlook Web
Price $495 / named user $199 / named user $99 / named user
Platform Outlook/Office 200x Outlook/Office 200x Outlook Web Access
Accounts Yes Yes Yes
Contacts Yes Yes Yes
Opportunities Yes Yes Yes
Notes Yes Yes Yes
Word / Excel / Linked Documents Yes Yes Linked documents only
Mail Merge / Letters / Labels / Envelopes via Microsoft Word Yes Yes N/A
Crystal Reports Yes Yes Optional
Data Mining with Microsoft Excel Yes Yes N/A
Real-time SQL Reporting Yes Yes Yes via EXOLEDB
Automatic email filing Yes Yes No
Outlook Contact Folder Integration Yes Yes No
Customer Service Yes Optional Optional
Contact Mailings Yes Optional No
Qualify Leads Yes Optional No
Financials Yes Optional No
Account Alerts -Sticky Notes Yes Optional No
Many to Many Relationships - Linked Accounts and Contacts Yes Optional No
Active Security Module (Item level security) Optional Optional Optional
Advanced Sales Module Optional Optional Not Available
Global Calendar Module Yes (4.4.0 and later) Optional Optional - View only
Outlook / Web Forms Source Code Access Yes
(Except for Account Profile and SalesOutlook Setup Forms)
Yes
(Except for Account Profile and SalesOutlook Setup Forms)
Yes
(ASP/JavaScript
Source Code)
Number of folders / objects (Data Tables in SalesOutlook System) Unlimited 8 - Optional for more Depends on SalesOutlook Edition and License

 

Notes Regarding The SalesOutlook Web Client

Please note that the SalesOutlook Client for Microsoft Outlook Web Access (SalesOutlook Web Client) requires the purchase of at least one user license of the full SalesOutlook CRM or SalesOutlook SBE edition Client for Microsoft Office.  This is needed to administer the system.  Additionally, the SalesOutlook Web Client uses the same database as the Outlook / Office client, but programming for the web is totally different than programming for Outlook so customizations to SalesOutlook objects and workflows are implemented separately from the client for Microsoft Outlook / Office.

 

 

Last Update

 9/8/2010

 

 

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