top of page
Search

How to Set Up CRM As A Service in Outlook for Better Sales Management

Updated: Jun 5

Most sales teams spend a big part of their day in Outlook. It’s where they talk to prospects, schedule meetings, and follow up on deals. For many sales leaders, the ideal setup is one where their team can manage leads, track opportunities, and stay on top of customer relationships, all without leaving Outlook.


While many CRM tools offer some form of Outlook integration, most still require switching between platforms or relying on clunky add-ins. CRM As A Service is different. It’s a CRM that works inside Outlook, not just alongside it. In addition to being fully integrated with Microsoft Teams, it can be installed directly in Outlook, turning your inbox into a centralized hub for sales activity.


Let’s take a closer look at how it works and why it could be the CRM your team has been looking for.


CRM in Outlook

Benefits of Having CRM As A Service in Outlook

Integrating a CRM directly into Outlook brings key advantages that make daily sales work smoother and more efficient. Here are some important benefits of using CRM As A Service within Outlook:


Easy to Use, Right Away

CRM As A Service is designed to be simple and intuitive, so no technical skills are required. Your sales team can manage leads, update deal information, and log communications directly within Outlook’s familiar environment, making it easy to get started without extra training.


Native Integration with Outlook

Unlike many CRM tools that rely on clunky add-ons or require switching between apps, CRM As A Service is built to work seamlessly inside Outlook. This native integration provides smoother performance and a more natural workflow, allowing your team to focus on sales without interruptions.


Centralized Sales Management

By bringing all your customer interactions, schedules, and sales data together inside Outlook, CRM As A Service creates a single place for your team to track progress and manage opportunities. This centralization helps prevent missed follow-ups and keeps everyone aligned.


Enhanced Data Accuracy

Because all CRM activities happen within Outlook, data is automatically recorded and synchronized. This reduces the chance of errors caused by manual entry or moving between multiple platforms, ensuring your customer information stays accurate and up-to-date.


How to Set Up CRM As A Service in Outlook

1) Adding CRM As A Service to Your Outlook

The first step in setting up CRM As A Service is navigating to the Apps section in Outlook.


Once you’re in the Apps section, the process is straightforward.

  • Type "CRM As A Service" into the search field.

  • When the App appears, click Add to install it.

This will immediately integrate the CRM solution into your Teams environment.


Adding CRM in Outlook


2) Setting Up Users

During your first login, you can invite your colleagues by searching for their names and assigning them as either Members or Owners. As the person who installed CRM As A Service, you are a CRM Owner by default, allowing you to configure the app and invite others from your organization.


Setting up users in CRM As A Service

Read this blog post to learn more about roles in CRM.


3) Pin the App

Right-click the CRM As A Service icon and select Pin to keep the app visible as you navigate through different emails and mailbox folders.


Pin CRM in Outlook

With the app installed, you're ready to begin managing your leads, opportunities, and customer interactions—all from within Outlook. CRM As A Service makes it easy to track potential deals, streamline communication, and ultimately drive better business performance.



TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM As A Service, Ticketing As A Service and Checklist As A Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.

Comments

bottom of page