Table Of Contents Toggle Key Takeaways Ensuring your CRM software works with Microsoft Outlook is a factor to keep in mind early in the process. When choosing a CRM, it is critical to first identify any and all necessary integrations to keep your workflow running smoothly. Why You Need a CRM for Outlook CRMs help your team with critical sales information. Client details such as job titles, phone numbers, budgets, locations, and uses of social media platforms are easily accessible.