Follow up on contractor quotes
Review the quote and customer context in SalesJack, then use the Outlook integration to send the next customer email. Keep the commercial conversation tied to the opportunity your rep is pursuing.
Microsoft 365 · Workspace Platforms
Microsoft 365 for sales follow-up.
Use SalesJack's Outlook integration to send customer emails. Give reps the connected quotes, account history and project leads they need to plan the next conversation.
Discuss your integration
Sales priorities to review
- Follow up on contractor quotes
- Prepare account outreach
- Coordinate the next sales step
About Microsoft 365
Where it fits in your sales process
Microsoft 365 brings Outlook email together with apps such as Word, Excel and Teams. Building suppliers can keep these everyday tools in place while using SalesJack to manage customer relationships, sales opportunities and follow-up.
The connection scope
SalesJack supports sending email through its Outlook integration. Start with the business email accounts your reps use, then review account access and the customer workflow. Document, spreadsheet, calendar and Teams connections require a separate review of the available applications and permissions; this page does not promise automatic syncing across the full Microsoft 365 suite.
The data to review
Review the participating Outlook accounts, customer email addresses and the information reps need before sending a follow-up. SalesJack can bring supported ERP quotes, order history and permit leads into the customer view. Agree how email activity should fit that view and confirm any history, attachment or document requirements during setup.
From context to customer conversation
Sales workflows to discuss with your team
Prepare account outreach
Use connected account and buying history to decide which customer to contact and what to discuss. Outlook supports the email conversation; SalesJack supports the account and opportunity workflow.
Coordinate the next sales step
Use SalesJack assignments and reminders to keep follow-up moving. Review any Word, Excel or Teams information your team wants alongside that work before agreeing the connection scope.
Implementation
Start with your Microsoft 365 setup
Start with your Microsoft 365 business email setup and the reps who need access. Confirm the Outlook connection and permissions, test representative customer emails, and validate the follow-up workflow. Review other Microsoft 365 applications separately before committing to fields, update timing or document access.
- 1Confirm product and access
- 2Agree the data and permissions
- 3Test matching and updates
- 4Validate the rep workflow
Microsoft 365 questions
Yes. SalesJack's CRM supports sending email through its Outlook integration. We review your business accounts and permissions during setup, then confirm the workflow for your sales team.
Outlook email is the confirmed integration described here. Word, Excel, Teams, calendar and document workflows are reviewed separately. We will confirm the supported applications, information and permissions for your setup before defining those connections.
No. Keep Microsoft 365 for email and everyday work, and your ERP for operational records. SalesJack brings supported sales data into customer and opportunity workflows so reps can plan their next follow-up.
Google Workspace
Use SalesJack's Gmail integration for customer email follow-up, and review Google Docs and Sheets workflows for your team's setup.
DMSi Agility
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ECI Spruce
See how SalesJack connects with ECI Spruce to automate CRM updates and help LBM sales teams act on quotes, order history, account trends, and category opportunities.
Make your next sales step clearer.
Bring your Microsoft 365 workflow to the conversation. We'll review the available connection, the sales information your team needs and the scope of a practical rollout.
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