Connect Outlook to PitchSense
Bring Outlook threads into PitchSense so deal context includes the conversations that continue between meetings.
Overview
How PitchSense works with Outlook
Bring Outlook threads into PitchSense so deal context includes the conversations that continue between meetings.
Buyers often raise concerns by email after a call. Connect Outlook and PitchSense links those threads to the right deal. Follow-up emails are drafted for review and only sent once a rep approves them.
Key problems solved
What changes when you connect Outlook.
Context between calls
Email threads are linked to the deal they belong to
Slow follow-ups
Follow-ups are drafted for review after each call
Buried concerns
Questions raised by email show up in deal insights
Lost commitments
Promises made by email are tracked like those made on calls
Features
Integration features
What PitchSense does with Outlook.
What PitchSense does with Outlook
Links email threads to the right account and deal
Picks out questions, concerns and commitments
Adds threads to your team’s shared memory
Follow-up emails
Drafts follow-ups from the call and the thread
Uses your approved company content and guidance
Why it matters: Follow-ups go out sooner and stay consistent
Approval first
Nothing is sent until a rep approves it
Reps can edit any draft before sending
Why it matters: Your team keeps control of every customer email
Setup
Setup guide
How your team connects Outlook to PitchSense.
1
Start the connection
An admin starts the Outlook connection from PitchSense.
2
Approve access in Outlook
Connect your Microsoft account to PitchSense and choose which mailboxes it can use. Drafted emails are only sent after a rep approves them.
3
Choose what needs review
Decide which drafts, such as CRM updates and follow-up emails, a rep reviews before anything is saved or sent.
4
Test with a sample request
Ask PitchSense a question that uses your Outlook data and check the sources behind the answer.
Support
Troubleshooting & support
Common issues, fixes, and where to get help.
Other resources
Guides and links for Outlook.
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