The hunt for a good CRM that plays nice with your existing tools, and that doesn’t create duplicate process is akin to chasing a unicorn. Microsoft aims to ease your woes with the introduction of a new feature called Outlook Customer Manager.
Introducing Outlook Customer Manager
Outlook Customer Manager gives you a complete view of your interactions with each customer, including opportunities and deals. And you don’t have to install extra tools or work outside your inbox.
This is a perfect tool for the majority of small business for whom Dynamics CRM is overkill.
I have to say, it looks very promising. Did I mention free?
How To Get Outlook Customer Manager
Outlook Customer Manager is now rolling out to Office 365 Business Premium customers, starting with those who are on the First Release program. It will be rolled out worldwide over the next few months. Microsoft will then work on bringing this new feature to E3 and E5 subscriptions.
When your account receives the update, you will see a new icon for it in the upper right hand corner of your Outlook 2016 home tab. Just click the icon to set it up and start using the new tool.
If you have a software version of Outlook instead of an Office 365 account, there is no word yet as to whether this feature will become available to you. If this feature looks incredibly helpful to you, and you have been thinking of the benefits of cloud services, it may be time to consider moving to Office 365.
Get Office 365 Setup Help in Toronto
You can buy Office 365 from Microsoft directly and set it up yourself. This is a good option for brand new accounts without email, contacts and calendar items to migrate over, or for tech savvy people.
If you want to get Office 365 to replace your existing email solution, chances are you have a lot of historical emails you want to keep, so you may want to get your Office 365 setup by a Microsoft Partner who will take care of your account setup and data transfer for you.
If you are in Toronto, ON talk to us today about moving to the cloud with our Office 365 consulting and setup services. We are TUCU tech u can use. We’ve been delivering small business IT Solutions since 2003.