Microsoft has added a new tool to help you manage your customer relationships more effectively.
As a business owner, you know that getting repeat business starts with knowing your customers well, remembering the conversations you’ve had, and following through on their requests. That can be a challenge when you have many customers to keep track of and not enough time in the day. To make it easier for you to track and grow your customer relationships, we are introducing a new Office 365 service called Outlook Customer Manager.
Outlook Customer Manager gives you a complete view of your interactions with each customer, helps you track tasks and deals in progress, and surfaces timely reminders. You can stay on top of customer relationships right from Outlook, with no need to install or learn separate tools.
Now included at no extra cost in the Office 365 Business Premium plan, Outlook Customer Manager is a cloud-powered solution designed especially for small businesses. And as your business needs grow, you can move to Dynamics 365 to take advantage of enhanced customer information, process efficiency and consistency, and deeper financial and customer insights.
Never miss what’s important
Within the busy day of a business owner, it’s easy to forget about items that need follow-up—or worse, fail to fulfill important commitments to a customer. Outlook Customer Manager helps you stay on top of opportunities and commitments by surfacing timely reminders, letting you associate tasks with a contact, company or deal, and listing deals by stage, close dates, priority and amount. To help you prioritize your time, the system automatically presents a Focused list of your most important customers and deals.
Simple to use
Outlook Customer Manager is accessible in one click from the home tab in your Outlook inbox—so you don’t need to install any new software or spend days training your team to get them started. Because your data stays in Office 365, you don’t waste valuable time setting up connectors to other software or services, or managing separate products.
Getting started with Outlook Customer Manager
Outlook Customer Manager is now rolling out to Office 365 Business Premium customers, starting with those opted into First Release and continuing worldwide in the coming months. Once it has rolled out to your Office 365 account, you will see an icon for it in the home tab in Outlook 2016 for Windows. Just click the icon to get started. If you want early access, please see this page for more information on how to join the First Release program for Office 365.