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Outlook Customer Manager

Name: Outlook Customer Manager
Rating: 4.5 (2 reviews)

By Microsoft Corporation

907 Interested

Highlights : About Outlook Customer Manager

Complete view of interactions with each customer

Timeline next to Outlook inbox

Tasks associated with contacts, companies & deals

‘Focused’ list of important customers & deals

About Outlook Customer Manager

Outlook Customer Manager is a lightweight customer relationship management (CRM) tool for Outlook as part of Office 365. Currently, Outlook Customer Manager is being rolled out to Office 365 Business Premium subscribers in the First Release program, and will be released worldwide in the coming months. Outlook Customer Manager is designed to assist small businesses in managing their customer relationships, by providing a complete view of all interactions with each customer, generating reminders for upcoming meetings and deadlines, and enabling users to track all in-progress deals and tasks. Customer information is automatically gathered from call logs, emails, and calendars within Office 365, organized and presented as a timeline alongside the Outlook inbox. Details such as calls, emails, meetings, files, notes, tasks, deals, and deadlines are all presented in the timeline, to prevent users from needing to manually enter or search for customer data. Data can be shared with other team members, enabling any user to take a customer’s call with access to all the necessary information, including recent calls, upcoming meetings, and deal stages. Tasks in Outlook Customer Manager can be associated with a particular contact, company, or deal, and a list of the most important deals and customers is automatically generated and presented as the ‘Focused’ list, to assist users in prioritizing their time. Deals can also be listed by priority, amount, stage, and close date.

Specifications

Business Size

Enterprise

Customization

Yes

Deployments

Premise, Cloud, Open API

Language Support

English,German,Spanish,Czech,French,Italian,Polish,Portuguese,Russian,Ukrainian,Turkish,Danish,Chinese,Japanese,Dutch,Swedish,Arabic,Indonesian

Platforms

Product Details

Features

Complete view of interactions with each customer

Timeline next to Outlook inbox

Auto-populated timeline

Tasks associated with contacts, companies & deals

‘Focused’ list of important customers & deals

Task tracking

Automated reminders

Contact & deal sharing with teams

Business card scanning

New contact creation

Benefits

Outlook inbox

Customer information, including calls, meetings, emails, tasks, notes, files, deadlines, and deals, are automatically organized into a timeline which is displayed alongside the Outlook inbox.

Task Manager

Tasks can be associated with deals, companies, and contacts, and reminders are automatically surfaced by Outlook Customer Manager.

Mobile app

The Outlook Customer Manager mobile app allows users to check customer information and recent communications on-the-go, such as before a meeting, record notes of customer interactions, and scan business cards to create new contacts.

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