Lightweight CRM for Outlook in Office 365
4.6/5 (8225 opiniones)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. The Outlook Customer Manager mobile app gives users access to customer and deal information from anywhere, allowing quick check-ins before meetings, and the creation of new contacts from scanned business cards.
Puntos a favor
My company began using Microsoft Teams in April of 2019. Using a new product can be tricky and make you unsure if you'll like it. I don't like Microsoft Teams, I LOVE it! The software offers more features, options and accessibilities for its users. My team and I mainly use the platform to communicate with one another versus picking up the phone and calling because it is faster and more convenient. The layout is perfect, easy to read and I like that I am able to change the background to high contrast - stands out like a sore thumb in a good way! A great example where Microsoft Teams has helped me achieve my goal was when my director had previously put her phone on silent and forgot to take it off. A phone call from a client had come in and instead of raising my voice or getting up and running to my director's office, I got on Microsoft Teams and sent her a message to let her know I could not direct the client to her phone. The concern was solved in the nick of time and neither party had to wait longer than they should have. Microsoft Teams is a great teammate to have!
Puntos en contra
My coworkers and I simply use Microsoft Teams to communicate information with one another and based on the software alone, have not had a single predicament. There is nothing that I least like about using this product personally. Though I do go on to question why this application has so many apps for integration and the purpose to integrate the many apps in association. A first time buyer may think to themselves, "Wow! That's a lot of apps, I don't think myself or my company will be needing all of this." The multiple apps may come off like a strong perfume - there's a lot going on and no one explaining the beautiful chaos of the apps provided. I am sure if my coworkers and I took the time to go through the apps, we would find something of use for our team. I just wish Microsoft Teams had a better way of presenting the applications included.
I have been using Office 365 for over 7 years now and I am completely satisfied with it. It provides me with every product that I need like Word, OneDrive and PowerPoint. it runs smoothly and doesn't consume a lot of memory.
Office 365 has saved me many times when I needed to do some work and studies. I have become attached to it and I can't let it go now. it's simply my best package so far!
Puntos a favor
I am always asked to make a decent presentation, a proper and organized article, a database and many more other duties. Luckily I have Office 365. it is the absolute package that contains all of the necessary tools to get these duties accomplished.
All my favourite Softwares are gathered in one place ( Office 365 ). I use almost every product included in the package. PowerPoint to make perfect presentations to my college, Word to prepare a well-shaped article, and Excel to make some huge databases that contain tons of information and calculations!
I also use OneDrive which is a product included in Office 365 that gives you access to your files from anywhere, whether you're at home resting at your bed, or at the library studying or even in a vacation on the beach. You can access your files from literally anywhere!
One thing I like a lot about Office 365 is that once you get it, you will have it on your PC, on your phone and even on your Tablet or smartwatch!
Also, I like the fast-paced updates. with Office 365 you will always have Word, PowerPoint, OneDrive, SharePoint and many other products at the latest version as soon as it comes out!
Puntos en contra
While you can access your files at any time and from anywhere, you need an internet connection for that, so if you happen to not have an available internet connection, you will not be able to access your files at all.
Office 365 uses the latest technology and do updates for its products pretty often, Office 365 is so advanced to the point that sometimes it will not be compatible with some old systems and devices. Although you might be able to come around this problem but that process is very time-consuming.
I like the interface, the fact that the tool is professional oriented, as great support and is still the reference when it comes to digital documents.
Puntos a favor
I've been moving away from Microsoft Office because I've been moving away from Windows for a long time, but I've never find a good Office solution that compares to Microsoft Office. Open Source solutions are a bit clunky and are not on par with the latest User Interfaces experiences, and Google Drive offers the best alternative, with less options than Microsoft Office. Since Microsoft Office offers cloud solutions as part of MS Office 365, it became a game changer. I can now properly get back to the Microsoft solution and use their tool from everywhere, knowing that I will have the proper layout in files shared with me, and vice versa. The options and tools are exactly what you could expect from Microsoft and this move toward the cloud is a very nice move.
The MS Office solution is not free, but it offers a storage of 1TB on the cloud and the licence can be shared with family members (up to 5 people).
Puntos en contra
The cloud solution still needs some improvements. I haven't been able to edit, at the same time, a document with someone else, while Google Drive offers realtime edition on any kind of files.
Microsoft offers a great solution with MS Office but seems a bit late to the "cloud party". There's still a lot to improve and I feel that it's easier now to get people on Google Drive and share documents with them, than it is on MS Office. Part of it being because MS Office doesn't offer free solution (yet).
Nothing but positive experiences so far and it was a welcome addition once I mentioned it was included with our sub.
Puntos a favor
- The ability to control the channels and groups
- Being able to easily get missed notifications via email
- Mobile app that is just as great as the desktop app
- Web app makes it easier for everyone to use teams with no installation
- add-ons for wiki's scheduling
- HIPAA compliant
- Able to share your screen with co-workers on the fly
Puntos en contra
- Lacks the ability to create a command like slack where you can have a bot produce a wifi code or other common knowledge that is needed from time to time
I use this program for private and business purposes, although a bit more demanding program it gives me a bit of fun while working.
Puntos a favor
The benefits of Office 365 are many, I will try to list only some.
By subscribing to Office 365 (O365), you get access to the latest versions of Office software (WORD, Excel, PoverPoint, Outlook, OneNote, etc.). Allows you to use the most advanced features in these applications that have become better at a given moment (e.g., Direct Translation of Text in a Second Language in Vord, Using Geo Cards in Excel, or Inserting 3D Visual Elements in a PoverPoint).
The full package works best with the cloud (cloud) where Microsoft gives each user a free terabyte space on their file storage servers. One terabyte is more than enough to store all the files you use on documents (photos, photos, videos, e-mails, etc.). Transferring your files to the cloud gives you several benefits:
:: Your files are available to you from any computer, tablet, and on your phones: You can share files with colleagues, even more so, work on the same file at the same time from different locations (for example, colleagues in the office and you at home, do together on the same PowerPoint presentation, and then see who made the change). These services significantly reduce the number of sent emails, then problems that arise when the organization circles several versions of the same document within the organization.
:: When all of your files are in the cloud, it means you always have a copy of your disc without the need for external disks.
Puntos en contra
There are also shortcomings in the use of O365 that some organizations can be decisive when deciding whether to switch to this service:
:: If you are not connected to the Internet, synchronization between devices will not work. This means that you may not be able to update the latest version of the file your colleague worked with using the 'cloud'.
:: Microsoft almost daily adds new features, and for some users who do not like changes, it may be a problem.
Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.
He aquí algunas preguntas frecuentes sobre Outlook Customer Manager.
Outlook Customer Manager ofrece los siguientes planes de precios:
Modelo de precios: Suscripción
Prueba gratis: No disponible
Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.
Outlook Customer Manager ofrece las siguientes características:
Los clientes habituales de Outlook Customer Manager son:
Empresas pequeñas
Outlook Customer Manager admite los siguientes idiomas:
Árabe, Chino (simplificado), Chino (tradicional), Checo, Danés, Neerlandés, Inglés, Finés, Francés, Alemán, Italiano, Japonés, Coreano, Noruego, Polaco, Portugués, Ruso, Español, Sueco, Turco
Outlook Customer Manager cuenta con los siguientes planes de precios:
Suscripción
No tenemos información sobre los dispositivos compatibles con Outlook Customer Manager
Outlook Customer Manager se integra con las siguientes aplicaciones:
Cliently, Office 365
Outlook Customer Manager ofrece las siguientes opciones de asistencia:
Preguntas frecuentes, Foro, Base de conocimientos, Asistencia en línea
The major business component my team and I are solving while using Microsoft Teams is communication. Communication will always be the most important key in all areas of customer service. Microsoft Teams has proved to be loyal, reliable and a great source of evidence. As the Front Desk Agent, it is my duty to take in all incoming calls and direct them as seen fit. At times my directors, payroll admins and recruiters are unavailable to take a call due to being on another call or away from their desk at the time. My first and foremost response to these moments of unavailability is to collect the needed information from the caller and direct all of the information to my coworkers via Microsoft Teams. No one can say they did not receive the message because the evidence of the written word is there for them to find. Microsoft Teams has made the predicaments of then, the resolved of today with the information easy to see and find within Microsoft Teams. No more incorrect or forgotten information needs to be passed along. The biggest benefit of Microsoft Teams within our company has been realized. Integration is a positive thing as long as you know how and what you are doing. Microsoft Outlook and Microsoft Teams make a great pair you could say. With this benefit, our staff is able to use Outlook or Teams to add and see appointments daily. It's great to see everything on the same page. It's good to know that if needed be, we could use Microsoft Teams without Microsoft Office.