Outlook Customer Manager – How it Can Help Small Businesses

At Advance Computers, we’re always looking for ways we can help businesses to achieve more. That’s why we thought we’d take a look at the new Office 365 service, Outlook Customer Manager, in today’s post and focus on how it can particularly help small businesses. It focuses on assisting business owners to manage their customer relationships a lot more effectively. If you’re a business owner, you’ll understand the importance of keeping in good contact with your customers, knowing them well and remembering the conversations you’ve had. However, it can be hard to maintain, particularly if you have a many customers to deal with on a daily basis. This is where Outlook Customer Manager will become a great asset for your business.

So what exactly is Outlook Customer Manager?

Well to put it simply, it’s a cloud-powered solution that provides an easy way for small businesses to track and also grow their customer interactions and history, all directly from Microsoft Outlook. This includes emails, calls, notes, meetings, files, deals, tasks and deadlines. It’s worth noting that Outlook Customer Manager is included at no further cost in the Office 365 Business Premium plan.

It’s designed to assist small businesses by providing a complete view of any previous communication with each individual customer, as well as generating important reminders and allowing users to track in-progress deals & tasks.

This customer information is gathered automatically from emails, call logs and also calendars within Office 365. Any data can be easily shared with other colleagues and team members. We think this is a great function, because it means that any member of your team can take a customer’s call and have full access to important information, recent calls, any meetings or deals in progress. This in turn makes your business look a whole lot more professional and competent from a customer’s point of view.

Additional key features

• Widely accessible
Microsoft have done a great job making Outlook Customer Manager accessible to a wide range of devices. PC or Mac, it can easily be opened via desktop, browser or the mobile app. This means businesses can access their important customer information easily while on the go.
• Automatic reminders
Automatic reminders have been incorporated for emails that contain customer enquiries. So no matter how busy you are, there’s no risk that you’ll miss important correspondence from your customers.

• Auto-fill
Microsoft have also included the clever auto-fill of your customer’s business information with suggestions from Bing. It works to save you time updating or adding any new contact details, from business addresses to websites.

• Cortana
Another great feature of Outlook Customer Manager, is its integration with Cortana. It works like a digital personal assistant, helping you to stay organised at all times by scheduling meetings with customers automatically, freeing you up for more profitable work.
In conclusion then, it’s quick and easy to get started with Outlook Customer Manager. As you can see, it’s cleverly designed to be easy for any small business to use, increases efficiency and productivity and is invaluable in helping keep move your business forward. If you’ve got any further questions about this service, or would like help getting started, call Advance Computers today on 01904 691 311 or click here