Outlook Customer Manager

Outlook Customer Manager

Lightweight CRM for Outlook in Office 365

4.6/5 (8628 avaliações)

Resumo do Outlook Customer Manager

O que é o Outlook Customer Manager?

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.

Resumo do Outlook Customer Manager

Preços

A partir de
N/A

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.


Recursos do Outlook Customer Manager

Dispositivos
Porte da empresa
P M G
Mercados
Ásia, Austrália, Brasil, Canadá, China e outros 5, Europa, Alemanha, Índia, Japão, América Latina
Idiomas
Árabe, Chinês (simplificado), Chinês (tradicional), Checo, Danês e outros 15, Holandês, Inglês, Filandês, Francês, Alemão, Italiano, Japonês, Coreano, Norueguês, Polonês, Português, Russo, Espanhol, Sueco, Turco

Capturas de tela

Captura de tela do Outlook Customer Manager: Outlook Customer Manager presents a timeline of customer information alongside the Outlook inbox
Captura de tela do Outlook Customer Manager: Outlook Customer Manager presents a timeline of customer information alongside the Outlook inbox Captura de tela do Outlook Customer Manager: Customer information is automatically gathered from email, call log, and calendar data in Office 365 Captura de tela do Outlook Customer Manager: Users can view their daily reminders and tasks in the Outlook Customer Manager mobile app Captura de tela do Outlook Customer Manager: Customer information can also be accessed through the Outlook Customer Manager mobile app Captura de tela do Outlook Customer Manager: Users can view and manage all of their tasks for the current day on the 'Today' tab in Outlook Customer Manager Captura de tela do Outlook Customer Manager: The 'Focused' tab presents users with a list of important deals and customers to assist task prioritization Captura de tela do Outlook Customer Manager: Tasks can be associated with customers, companies, or deals in Outlook Customer Manager

Outlook Customer Manager - Avaliações

Outlook Customer Manager - Avaliações

Classificação geral
4.6
/
5 8628 avaliações
Excelente
5596

Muito bom
2483

Regular
452

Ruim
66

Péssimo
31

Relação qualidade/preço
4.3
Recursos
4.5
Praticidade
4.4
Suporte ao cliente
4.2
94% dos usuários recomendam este app
Avaliador Verificado

Collaborative development - Microsoft teams to the rescue

It is a great software for communication. Saving a lot of effort and time. Building applications collaboratively.


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Joel P.

True Seamlesss Multi-Platform Collaboration

We are a group of a dozen people across North America and expecting to grow to multiple countries in the next year. We use the group chat and video chats as a way to "walk to someone's desk" or "peek over the cubicle wall".


Traduzir com Google
April L.

Office 365 for Business

Seldomly, files that are shared have become locked to the original author, without showing its locked to the authors account. The more you use this software, the more comfortable and familiar it will come. It is the most user friendly Microsoft product I have used and trial and error works to discover some functions. Microsoft is also working towards the functionality of its products with Android phones which I do use to access my office 365 account in different todo list widgets, my boomerang email app, my calenders, or organizations and personal cloud, Word & Excel etc, and your phone companion app which allows you to get texts and notifications on your windows computer, move photos from device to device, and share your phone screen.


Traduzir com Google
Avaliador Verificado

Sharing with and working clients and others.

I love the download version of Office 365 and use it daily. I have a few issues with the only version being slow to respond but I can use autosave which keeps all my docs on my one drive. I like being able to open the onedrive any place I'm at to access information. Powerpoint is pretty good. Excel needs updated badly.


Traduzir com Google
Avaliador Verificado

All the applications any organisation needed for daily use in one platform.

In the initial stage, we started using O365 globally with Skype for Business and Sharepoint Online only but after sometimes we realized that it comes with multiple other applications such as Exchange, Mobile Device Management ( Intune), Azure Active Directory and other office applications (Excel, word, etc). So little by little, we are planning to use 100% of O365 features.

At the moment we are using Skype For business and MS Teams as our main Video/Audio conference platform. Before we migrate to SFB we were using third-party vendor platform for audio calls which we paid based on the minutes and number of participants and after we migrate to O365 with Skype for Business this is only license cost per user and no additional charges, This saved a lot of money to Organization.

Sharepoint online also we are using to share documents and updates within the organization and within our business partners and customers.

Microsoft Intune we are using to manage our co-operate owned devices globally ( IOS & Android ).


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Avaliador Verificado
Setor: Serviços e tecnologia da informação
Porte da empresa: 10.001+ funcionários
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Collaborative development - Microsoft teams to the rescue

Usado Diariamente durante Mais de dois anos
Avaliado em 02/11/2019
Fonte da avaliação: Capterra

It is a great software for communication. Saving a lot of effort and time. Building applications collaboratively.

Vantagens

It is very easy to use, convenient and user friendly. It is a very light weighted software and does not take much of your space. It is great for internal communication in a company. It supports features like polling which is very useful. It has various apps and connectors to integrate with other software. It supports sharing of all types of files. It is great for scheduling and holding meetings. It supports the functionality where different channels could be created for different departments and teams under a company and promote collaborative development. Also supports excel and other ms documents.

Desvantagens

Sometimes while sharing files, the software freezes and have to try sharing the file multiple times. It saves the files by default to a teams folder in the system and does not ask for a path to store the file. The UI when attending demo calls should also be enhanced, it just shows the number of people in the call.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Joel P.
Setor: Serviços e tecnologia da informação
Porte da empresa: 2-10 funcionários
Traduzir com Google

True Seamlesss Multi-Platform Collaboration

Usado Diariamente durante Mais de um ano
Avaliado em 18/11/2019
Fonte da avaliação: Capterra

We are a group of a dozen people across North America and expecting to grow to multiple countries in the next year. We use the group chat and video chats as a way to "walk to someone's desk" or "peek over the cubicle wall".

Vantagens

Proper and correct syncing between multiple platforms is by far the best feature. It looks, works, and keeps track of current conversations regardless of the platform. Ability to take notes and/or schedule notes within a meeting or group chat is very valuable. All of these files are kept in sync regardless of the platform, and this syncing is seamless.

The fact that all of this is integrated fully into the rest of our Office365 package means we don't have to have multiple apps or worry that a plugin won't be supported.

Desvantagens

What we have like least is currently in development by Microsoft.

At the moment, we cannot undock a video chat window from the regular chats. We also cannot have multiple chat windows going. It would be great to be able to continue a live video conference and have a chat window on another part of the screen or use the whiteboard or note taking features all at the same time.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade

Probabilidade de recomendação: 10.0/10

April L.
Setor: Gestão de organizações sem fins lucrativos
Porte da empresa: 201-500 funcionários
Traduzir com Google

Office 365 for Business

Usado Diariamente durante Mais de dois anos
Avaliado em 17/11/2019
Fonte da avaliação: Capterra

Seldomly, files that are shared have become locked to the original author, without showing its locked to the authors account. The more you use this software, the more comfortable and familiar it will come. It is the most user friendly Microsoft product I have used and trial and error works to discover some functions. Microsoft is also working towards the functionality of its products with Android phones which I do use to access my office 365 account in different todo list widgets, my boomerang email app, my calenders, or organizations and personal cloud, Word & Excel etc, and your phone companion app which allows you to get texts and notifications on your windows computer, move photos from device to device, and share your phone screen.

Vantagens

Microsoft offers a Web Portal, or integration into your Outlook app, as well as the ability to sync your Onedrive with Windows File Explorer.

There are many useful tools that you can add-on such as To-Do, a note taking app that can sync with android phones and where you can flag emails to show up in a to do list; Boomerang, which can resend emails to the top of your inbox when you want it or you can schedule emails to send to your contacts at a later time; Skype for Business, and many more. With all of the functionality these add-ons bring, all of the basics are covered in the apps that are already included such as Outlook, Word & Excel & the other apps (online apps), Calendar, Onedrive, SharePoint (or Sites), Teams. The online versions of Word, Excel, PowerPoint, & Publisher do have limited functionality, but most business level subscriptions also provides access to the desktop apps where your files will sync real time. There is no longer a reason to download documents, edit, and resend to everyone else who needs to edit info. If you're accounts are all synced, those files will remain intact. Multiple people can work on them at the same time and changes with be automatically synced and saved.

Desvantagens

There have been many updates to the look, feel, and general usability of OneDrive and SharePoint. SharePoint lacks some organization and doesn't always accurately show who uploaded, or edited documents. OneDrive is a great tool for saving all your files to the cloud, however, when others share files with just you, you are not given the function to sort, or organize this section, making it hard to find live files.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Avaliador Verificado
Setor: Internet
Porte da empresa: Profissional autônomo
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Sharing with and working clients and others.

Usado Diariamente durante Mais de um ano
Avaliado em 14/11/2019
Fonte da avaliação: Capterra

I love the download version of Office 365 and use it daily. I have a few issues with the only version being slow to respond but I can use autosave which keeps all my docs on my one drive. I like being able to open the onedrive any place I'm at to access information. Powerpoint is pretty good. Excel needs updated badly.

Vantagens

My favorite feature is sharing documents with a proofreader, client(s) or project member(s) which all us all the ability to adjust to document information and make changes together. We can all open the same document at the same time and work together to get the information how it needs to be. We often do a conference call with one main editor of the document. We can all watch the editing live. Other times we take turns editing the document. We can do in an hour what used to take us days of sending the documents back and forth. Plus word is something everyone understands so there is very little learning curve.

Desvantagens

Excel badly needs build in Macros, shortcut features. I had a big product that while needed to move pdf information to Excel and it was a nightmare. I ended up download other software to put the information in the spreadsheet then copy and paste to Excel.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 9.0/10

Avaliador Verificado
Setor: Logística e cadeia de fornecimento
Porte da empresa: 5.001-10.000 funcionários
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All the applications any organisation needed for daily use in one platform.

Usado Diariamente durante 6 a 12 meses
Avaliado em 12/11/2019
Fonte da avaliação: Capterra

In the initial stage, we started using O365 globally with Skype for Business and Sharepoint Online only but after sometimes we realized that it comes with multiple other applications such as Exchange, Mobile Device Management ( Intune), Azure Active Directory and other office applications (Excel, word, etc). So little by little, we are planning to use 100% of O365 features.

At the moment we are using Skype For business and MS Teams as our main Video/Audio conference platform. Before we migrate to SFB we were using third-party vendor platform for audio calls which we paid based on the minutes and number of participants and after we migrate to O365 with Skype for Business this is only license cost per user and no additional charges, This saved a lot of money to Organization.

Sharepoint online also we are using to share documents and updates within the organization and within our business partners and customers.

Microsoft Intune we are using to manage our co-operate owned devices globally ( IOS & Android ).

Vantagens

Easy to access from anywhere in the world if you have an internet connection.
Possible of access online and edit or change any documents (Excel, Word, PowerPoint, etc.).
Can access from any device to your account.
Skype for Business or MS Teams can use as a Video/Audio Conference tool.
O365 comes with Microsoft Intune which helps to manage your organization's mobiles and Portable devices( ex.IPADs).
Sharepoint Online helps you to create own Website to share documents, updates, etc within an organization or with external parties.
O365 is one of the greatest solution provided by Microsoft for any Organization which will cover at least 80% of the most needed applications in one platform.( Based on the licenses you purchased.)

Desvantagens

Microsoft Intune limitation to setup Emails on an Android platform using a Fully managed profile when you have a none third party exchange platform that is not connected to Exchange Online.
Only "Gmail" and "Ninework" works with Intune Android emails.
New Sharepoint Online some features complex compared to the previous version for users who used to the previous version.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8.7/10
Based on 8.628 user ratings
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Preço do Outlook Customer Manager

Preço do Outlook Customer Manager

A partir de
N/A
Teste Grátis
Assinatura
Relação qualidade/preço

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

Relação qualidade/preço
4.3/5
Based on 8.628 user ratings
Compare as alternativas por relação qualidade/preço
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Recursos do Outlook Customer Manager

Recursos do Outlook Customer Manager

Lembretes
API
Acompanhamento de atividades
Banco de dados do cliente
Campos personalizados
Criação de relatórios personalizável
Dados em tempo real
Gestão de calendários
Imagem de marca personalizável
Importação/exportação de dados
Integração de CRM
Integração de e-mail
Integração de redes sociais
Integração de terceiros
Integração do celular
Modelos personalizáveis
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Relatórios e estatística
Recursos
4.5/5
Based on 8.628 user ratings
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Categorias

Vídeos e Tutoriais

Vídeos e Tutoriais

Mais informações sobre Outlook Customer Manager

Mais informações sobre Outlook Customer Manager

Principais recursos do Outlook Customer Manager

  • Auto-populated timeline
  • Automated reminders
  • Business card scanning
  • Call logs
  • Complete view of interactions with each customer
  • Contact & deal sharing with teams
  • Deal tracking
  • Emails
  • Files/documents
  • Meeting invites
  • New contact creation
  • Notes
  • Prioritizing
  • Task creation
  • Task tracking
  • Tasks associated with contacts, companies & deals
  • Timeline next to Outlook inbox
  • Upcoming meetings
  • ‘Focused’ list of important customers & deals
  • ‘Today’ page

Vantagens

  • Customer information, including calls, meetings, emails, tasks, notes, files, deadlines, and deals, are automatically organized into a timeline which is displayed alongside the Outlook inbox.

  • Tasks can be associated with deals, companies, and contacts, and reminders are automatically surfaced by Outlook Customer Manager.

  • Deals can be listed according to their stage, priority, close date, and amount, and a 'Focused' list of important deals and customers is generated automatically to assist users in prioritizing their time.

  • Customer information can be shared with other team members, enabling any team member to take a call with a customer and access all of the necessary information, such as deal stage information, recent calls, and upcoming meetings.

  • The Outlook Customer Manager mobile app allows users to check customer information and recent communications on-the-go, such as before a meeting, record notes of customer interactions, and scan business cards to create new contacts.

  • Perguntas frequentes sobre o Outlook Customer Manager

    Perguntas frequentes sobre o Outlook Customer Manager

    Abaixo estão algumas perguntas frequentes sobre o Outlook Customer Manager.

    P: Que tipo de planos o Outlook Customer Manager oferece?

    O Outlook Customer Manager oferece os seguintes planos de pagamento:

    Modelo de preços: Assinatura

    Teste Grátis: Não disponível

    Outlook Customer Manager is currently available as part of Office 365 Business Premium subscriptions.

    P: Quais são os principais recursos do Outlook Customer Manager?

    O Outlook Customer Manager oferece os seguintes recursos:

    • Auto-populated timeline
    • Automated reminders
    • Business card scanning
    • Call logs
    • Complete view of interactions with each customer
    • Contact & deal sharing with teams
    • Deal tracking
    • Emails
    • Files/documents
    • Meeting invites
    • New contact creation
    • Notes
    • Prioritizing
    • Task creation
    • Task tracking
    • Tasks associated with contacts, companies & deals
    • Timeline next to Outlook inbox
    • Upcoming meetings
    • ‘Focused’ list of important customers & deals
    • ‘Today’ page

    P: Quem costuma usar o Outlook Customer Manager?

    Os clientes habituais do Outlook Customer Manager são:

    Pequenas empresas

    P: Em que idioma o Outlook Customer Manager está?

    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

    P: Que tipo de planos o Outlook Customer Manager oferece?

    O Outlook Customer Manager tem os seguintes planos de preços:

    Assinatura

    P: O Outlook Customer Manager é compatível com disponíveis móveis?

    Não temos informações sobre os dispositivos compatíveis com o Outlook Customer Manager.

    P: O Outlook Customer Manager se integra com quais outros aplicativos?

    O Outlook Customer Manager se integra com os seguintes aplicativos:

    Cliently, Office 365

    P: Que nível de suporte o Outlook Customer Manager oferece?

    O Outlook Customer Manager oferece as seguintes opções de suporte:

    FAQs, Fórum, Base de conhecimento, Suporte online