A colleague of mine was asking what inexpensive customer relationship manager could she use for her small business. My first question back was what office and email platform was she utilizing to communicate with her prospects and customers and the response was Office 365 and Outlook. Email integration is key to any CRM implementation (one of a number of factors), so understanding what platforms are already being utilized in a company is essential to narrow down the scope of the products you test and/or purchase.
Many people don't realize it, but an Office 365 Business Premium Subscription has a free add-on for Outlook, called Outlook Customer Manager. Here's an overview of the platform:
Outlook Customer Manager automatically organizes information, including emails, meetings, calls, notes, tasks, deals, and deadlines in one place. Timely reminders and a unified list of your most important contacts and deals help to ensure that what matters is top of mind. And you can share customer information with your whole team so that customers have a consistent experience no matter who they talk to.
With Outlook Customer Manager, you don’t have to install new software or spend days training your team. And 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.
The Outlook Customer Manager mobile app for iOS gives you quick access to customer information when you're on the go or want to capture new information quickly.
Companies can utilize Microsoft Flow to drive leads from applications and websites into Outlook Contact Manager.