IntegrationOutlook

Outlook stays your mailbox. Selekt makes it a client memory.

In many houses, the client relationship is written on Outlook: invitations, follow-ups, personal notes. Selekt does not change that channel, it gives it a sequel: the message an advisor sends is traced, attached to the client record, and counts in the measure of the relationship.

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The houses' channel

Email, premium retail's natural channel.

Your teams already write on Outlook

Private sale invitations, order follow-ups, notes after a visit: email carries a good part of the relationship, in everyone's habits.

What is missing is the sequel

Once sent, the message sleeps in an individual mailbox. The client record gives it a sequel: what was said, to whom, by whom, and what came of it.

Selekt attaches and measures

The traced message is linked to the sale it prepared. Your advisors' writing work finally reads in influenced revenue.

Role by role

The same email, three readings.

Writing with the record in view

Before writing, the advisor opens the record: last purchase, piece on hold, date coming up. Selekt can prepare a draft; they review, adjust and sign.

A real reason before every message
Suggested drafts, never sent on their own
The sent message joins the record, nothing copied over

Why email

A channel with a place of its own.

Between instant messaging and social networks, email keeps a role nothing replaces.

The tone of the great occasions

An invitation to a private sale, a note after a significant purchase: email carries a composed register, expected of a premium house.

The choice of part of the clientele

Some clients prefer email to everything else. Respecting that choice is part of the relationship: the preferred channel travels with the record.

The complement to the other channels

WhatsApp for the immediate, Instagram for inspiration, email for what deserves to last. Selekt keeps the memory of all three in one place.

Before, after

Email alone, email connected to Selekt.

	Email alone	Selekt
Context before writing	Recalled from memory, or dug up	The client record, in the advisor's view
The trace after sending	In an individual mailbox	Attached to the client record, visible to the team
The link to the sale	Hard to establish	Measured as influenced revenue
When an advisor leaves	The history scatters	The relationship stays with the house and is handed over

A comparison between using email without a clienteling tool and the same channel connected to Selekt. Outlook remains the mailbox in both cases.

Frequently asked

What we are asked about Outlook.

No. Outlook remains your teams' mailbox, within their habits. Selekt brings what is missing around the message: the client record before writing, the trace afterwards, and the measurement of what the relationship produces. Data flows both ways, with no double entry.

Email stays your channel: the principle is that the message the advisor sends is traced and attached to the client record, with no double entry. The precise arrangements are settled with you at the start, according to your practices and organisation.

They are not Selekt's concern. The perimeter is defined with you: what is attached to the record belongs to the commercial relationship, not to the personal mailbox. Permissions are set by role and by store, and access is logged.

The connection is scoped with you: perimeter, roles, rules for using the channel. Most houses start with one or two pilot stores before extending to the rest of the network, while the teams settle into the habit.

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