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.
Nothing but positive experiences so far and it was a welcome addition once I mentioned it was included with our sub.
- 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
- 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.
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.
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.
When we first started investigating Office 365 a few years ago, we could see promise in the integration possibilities, but the reality was pretty clunky, even inside of the Windows ecosytem. Now its really starting to deliver on that huge opportunity, especially between Windows, MacOS, and IOS.
Starting to realize the potential benefits of integration across Windows, MacOS, iOS
Would like to see better integration with other messaging/chat tools like Slack, etc.
as of now, O-365 is a next generation solution. Apart from the doubts over security, we have the advantages stated above. The best benefit is the saving on expensive hardware, storage space, energy costs and maintenance. In fact as all the software maintenance is done by Microsoft, we get better solutions from experts at no extra costs. You don’t need to have any additional storage gadgets, as everything is on the cloud.
Depending on the purpose and the number of users, this system a scalable.
Although there are question marks over cloud applications, Microsoft has done their best to adopt highest possible defenses against threats and is continuously engaged in improvements.
The first thing that reminds me about O-365 is that it’s on the cloud. As we are still in an infant stage of cloud tech, there are both pros and negatives, but definitely in time, technology will improve to a stage, you can expect anything. Let’s assume there’s not going to be a jailbreak.
Having said that, there certainly are pros in the current scenario. You are on the cloud means you are armed with some godly powers. No servers ‘on premises’, no ‘restricted’ storage areas for servers, no maintenance costs and you have the freedom of mobility. You or your team can access O-365 anywhere on planet Earth if there is internet. One other notable advantage being on cloud is the safety against loss of data. The safety of your data if stored in an ‘on prem’ system is vulnerable to various hazards and would be lost if not backed up in a remote server. No capital investment on expensive servers, you can obtain the services for a monthly or annual subscription per user basis and the user have the ability to install O-365 up to 05 devices. Though you need subscriptions on certain advanced features, you can opt out additional services when you don’t need. When it comes to features in office tools, I doubts if there would be any more requirements to run general office matters. All MS office applications are designed with almost all features required with the experience gained during a long journey.
The system gets updated frequently and you can enjoy the benefits.
as a general rule, cloud based applications could be more vulnerable for security breaches than an ‘on-premise’ system. Certain online feature in Word, Excel has limitations compared to your own installation.
We are much more able to organize our team documents, have chat messages (with history) that we can use to communicate more effectively (instead of searching through email inboxes/folders). If they could make it so that we can have more than one tool, document, chat, etc open at a time - it would be much more useful and functional for our needs.
What I like most about this software is the ability to have a team site where you can communicate with members of the team and store/share documentation. I like that we can create a "meeting" with notes/tasks, etc within it. I work on many different projects and we are using the "Teams" sites as a way to organize our documentation for each project - have meetings that contain our notes- have team chats and even a "board" for posting items on that the whole team can view and comment on. The biggest advantage comes with the fact that we have many people working remotely and this way everything can continue as if everyone is on site.
The most frustrating part of this software is the fact that it is a single window only- you cannot open more than one item at a time. So, if I am in the middle of editing a document and someone sends me a chat message- I have to exit the document to look at the chat message (and respond) then go back into the Teams file folders and traverse back to the specific document location (because it reverts back to the main page) and once I find the correct document again- I have to re-open it to continue (unless I am editing it outside of the Teams app - which I do sometimes for this very reason). This makes it very confusing to keep track of what I was doing - I end up waiting to check a chat message until I am able to reach some point in my editing that is a logical place to save and stop. Which then kind of negates the whole timeliness advantage of using a chat over email.
Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.
Abaixo estão algumas perguntas frequentes sobre o Outlook Customer Manager.
O Outlook Customer Manager oferece os seguintes planos de pagamento:
Modelo de preços: Assinatura
Avaliação gratuita: Não disponível
Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.
O Outlook Customer Manager oferece os seguintes recursos:
Os clientes habituais do Outlook Customer Manager são:
O Outlook Customer Manager está nos seguintes idiomas:
Árabe, Chinês (simplificado), Chinês (tradicional), Checo, Danês, Holandês, Inglês, Filandês, Francês, Alemão, Italiano, Japonês, Coreano, Norueguês, Polonês, Português, Russo, Espanhol, Sueco, Turco
O Outlook Customer Manager tem os seguintes planos de preços:
Não temos informações sobre os dispositivos compatíveis com o Outlook Customer Manager.
O Outlook Customer Manager se integra com os seguintes aplicativos:
Cliently, Office 365
O Outlook Customer Manager oferece as seguintes opções de suporte:
FAQs, Fórum, Base de conhecimento, Suporte online