Outlook Customer Manager for Office 365, A Lightweight CRM for Small Businesses
Outlook Customer Manager, a cloud-based solution for small businesses help keeping up with emails, meeting, call logs etc. with employees and colleagues. FastTrack offer for SharePoint 2013 to Office 365 migration.
Important clients get the attention they deserve with Microsoft rolling out a cloud-powered solution called 'Customer Manager' for Office 365 Business Premium First Release customers, and has built into the Outlook, thus not requiring of installing more programs or connectors to use the feature.
With the Outlook Customer Manager, small business owners now have a compete view of their interactions with each customer, as "the new service automatically collects all of customer information such as emails, call logs, communications, bookings, meetings, notes, Excel spreadsheets, tasks, deals and deadlines etc. all" from their email, calendar and call log data from Office 365, explains Office team.
The information is then organize in a timeline next to the Outlook inbox for conveinent access. And, the service automatically presents a focused list of the business' most important customers and deals.
Even more, the customer information can be share across your team thus enabling them with all the needed information at their fingertips, which is an invaluable feature for providing customer support with multiple connections.
To help you prioritize your time, the system automatically presents a Focused list of your most important customers and deals.
To use the feature, once it has rolled out to your Office 365 account, a new icon in the home tab in Outlook 2016 for Windows will appear, click the icon to get started.
Microsoft had earlier this year, also launched "Bookings", which introduced a new way to schedule appointments with customers.
The feature is also available on the go—all in a few swipes, but initially for iOS. See it in action in the video embedded below: