Tier1 for Outlook vs Tier1 Inbox Add-in Comparison

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Below is a high level comparison of Tier1 for Outlook to the next generation products, Tier1 Inbox.

Feature

Tier1 for Outlook

Tier1 Inbox

Supports Web Outlook and New Outlook

No

Yes

Supports Classic Outlook (Outlook 2016 and earlier)

Yes

Yes

Distribution

Download dual or system installers from Tier1 documentation portal and then distribute it manually to users or deploy it system wide.

Install from Microsoft App Store or download add-in manifest on Tier1 documentation portal and then distribute it manually to users or deploy it system wide.

Create new records

Supports creating new records in new browser.

Supports creating new records in new browser or in iframe in Outlook.

Search

Supports Contact search

Supports search on

  • Contacts

  • Accounts

  • Interests

  • Call reports

  • Any custom object

Mass emails protocols

Tier1, SMTP, EWS

Tier1, SMTP, Graph. EWS will not be supported.

Mass emails limits

Send up to 2000 contacts.

Send up to 15,000 contacts with Tier1.

Mass email features

Supports

  • Contact merge fields

  • Ad hoc add emails

  • Preview email with merge fields replaced with contact details

  • View contact opt out status

Supports

  • Contact merge fields

Does not support

  • Add ad hoc emails, contacts must be in the list

  • Preview email with merge fields

  • View contact opt out status

Mass email statistics

Delivery rate, opens, and open rate.

Delivery rate, opens, open rate, unique opens, previews, reads, clicks, click rate, click to open rate, unsubscribe, and deliverability status such as bounced, spam, and dropped.

Inbound log email

Supports

  • Quick log email as call report using system default values.

  • Log details using Outlook call report window forms.

Supports

  • Quick log email as call report using system default values.

  • Log details using Client Center call report form.

Compose and log new email

Logs email as a call report or a mass email depending on the volume of email.

  • Users must explicitly choose to send mass email or quick log.

  • Only quick log is supported on compose.

View logged email

Opens Salesforce or Client Center call report in a new browser.

Opens Client Center call report in Outlook.

Schedule new meeting and log

Supports

  • Quick log meeting as Salesforce Event using system default values.

  • Log meeting as Salesforce Event using Outlook windows form.

Does not support recurring meetings.

Does not support meeting log on new meeting form. Users must click on existing meeting to log.

Log meeting from calendar view

Supports

  • Quick log meeting as Salesforce event using system default values.

  • Log meeting as Salesforce Event using Outlook window forms.

  • Log meeting as call report using Outlook window forms.

  • Must log meeting first before logging a call report.

Does not support recurring meetings.

Supports

  • Quick log meeting as Salesforce Event using system default values.

  • Log meeting as Salesforce Event using Client Center meeting form.

  • Quick log meeting as call report using system default values.

  • Log meeting as call report using Client Center call report form.

Does not support recurring meetings, does not support private meetings.

Meeting update sync with CRM

Not automatic. Some meeting updates are updated in CRM when viewed in Outlook.

Not automatic.

Meetings are not updated if they are changed and users have to manually update logged Salesforce records.

View logged meeting

Opens Salesforce or Client Center form in a new browser.

Opening meeting and call report directly in Outlook.

Contact Profile

Supports

  • Email matching.

  • Create contact using Client Center form.

  • View contact details.

  • View contact related data as related lists.

Supports

  • Email matching.

  • Create and edit contact using Client Center form.

  • View contact details.

  • View contact related data as consolidated related lists.

Account Profile

Does not support account profile.

Supports

  • Create and edit account using Client Center form.

  • View account details.

  • View account related data as consolidated related lists.

Settings

Supports

  • Logout

Supports

  • Logout

  • Send feedback to Tier1

Logs for troubleshooting

Tier1 for Outlook tracks logs that can be used to troubleshoot issues.

No logs available.