Microsoft has launched Outlook Customer Manager, a tool that will be integrated into Office 365, that aims to help small businesses make the most of their interactions with their clients. Customer Manager can automatically organise customer information neatly in one place within the Microsoft Outlook email client. There’s also a dedicated mobile app for the new tool. Here’s what you need to know.
While Microsoft Dymanics 365 CRM is suited to larger companies, Outlook Customer Manager caters to small businesses that want a simpler way to organise customer information such as emails, meetings, calls, notes, files, tasks, deals and deadlines. The information is displayed on a timeline that sits next to a user’s Outlook inbox.
It’s easy for small businesses owners to forget about manually entering details of their customer interactions. Through Outlook Customer Manager, all of the customer information is automatically gathered from email, calendar and call log data from a user’s Office 365 environment. It also presents a Focused list that automatically prioritises important customers and deals.
Business owners you can choose to share customer information with their team on Outlook Customer Manager so interaction with customer by multiple staff members can still be tracked.
Microsoft Outlook Customer Manager comes in the form of a mobile app as well. That will initially be available for iOS but Microsoft has plans to release it on other mobile platforms.
Outlook Customer Manager is now rolling out to Office 365 Business Premium customers, starting with those opted into the First Release program and continuing worldwide in the coming months. If you want early access, here’s how to join the First Release program for Office 365.