This means the next time an employee is out sick, other team members can answer a call from their customers with all the needed information at their fingertips-from notes from recent customer calls to upcoming meeting dates, and from deal stage information to the name of that customer’s dog.
With Outlook Customer Manager, you can choose to share customer information with your team so everyone is on the same page. But when several team members talk to a customer, it can quickly get complicated to keep track of all the communication. Get everyone on the same pageĪt a small business, everyone pitches in for customers. To help you prioritize your time, the system automatically presents a Focused list of your most important customers and deals.ĭive in for a detailed view of your customers and deals, and see timely reminders. Outlook Customer Manager helps you stay on top of opportunities and commitments by surfacing timely reminders, letting you associate tasks with a contact, company or deal, and listing deals by stage, close dates, priority and amount. Within the busy day of a business owner, it’s easy to forget about items that need follow-up-or worse, fail to fulfill important commitments to a customer. With all your customer information gathered in one place, you can spend less time entering data, or searching for it in various places, and more time with customers. The information in the timeline is automatically gathered from the email, calendar and call log data from your Office 365 environment, minimizing the need to manually enter data about your customer interactions. See customer information next to your inbox so you can act on it right away. That’s why Outlook Customer Manager automatically organizes customer information-such as emails, meetings, calls, notes, files, tasks, deals and deadlines-in a timeline next to your inbox. Trying to keep up with all the information and tasks from emails, meeting invites, call logs, Excel sheets, handwritten notes and other team members can get in the way of more important work. Customer information in one place-without busy work And as your business needs grow, you can move to Dynamics 365 to take advantage of enhanced customer information, process efficiency and consistency, and deeper financial and customer insights. Now included at no extra cost in the Office 365 Business Premium plan, Outlook Customer Manager is a cloud-powered solution designed especially for small businesses.
How to use microsoft office as a customer contact install#
You can stay on top of customer relationships right from Outlook, with no need to install or learn separate tools. Outlook Customer Manager gives you a complete view of your interactions with each customer, helps you track tasks and deals in progress, and surfaces timely reminders. To make it easier for you to track and grow your customer relationships, we are introducing a new Office 365 service called Outlook Customer Manager. That can be a challenge when you have many customers to keep track of and not enough time in the day. Today, we are adding a new tool to help you manage your customer relationships more effectively.Īs a business owner, you know that getting repeat business starts with knowing your customers well, remembering the conversations you’ve had, and following through on their requests. The launch of Bookings earlier this year introduced a new way to schedule appointments with your customers. That’s why we are expanding the value of Office 365 to include not only essential productivity and collaboration tools, but also new services to help you run your business. With Office 365, we’re eager to help your small business achieve more.
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