![]() ![]() ![]() However, you should note that Microsoft Customer Manager is only a “light CRM” that converts Outlook into a customer relationship management system. It is possible to share customer information among your team so that everyone is aware of what is happening. The system automatically keeps track of customer details such as e-mails, meetings, phone calls, notes, files, tasks, and deadlines in a timeline right next to your inbox. Managing customer relationships can be done right in Outlook without installing or learning anything new through Outlook Customer Manager. It is mandatory to upgrade to a Business Premium plan if you don’t have one. ![]() Microsoft Outlook Customer Manager is a cloud-based tool provided for free and without extra charges when you have Office 365 Business Premium plan. The good news is that Outlook can be modified to become “Microsoft Outlook CRM.” 1) Microsoft Outlook Customer Manager (Outlook CRM) If you work in sales, however, you’ll quickly discover that Outlook’s capabilities are not enough to satisfy the needs of your sales position in terms of keeping track of leads, contacts, deals, or pipeline updates. Microsoft Outlook is primarily a business-oriented email, contact, and calendar management tool that tends to the requirements of most businesses. However, you can easily convert Outlook into a powerful CRM tool to boost your sales results. Microsoft does not provide Outlook CRM as a standard product to its users. CRM efforts can be efficiently managed with Microsoft Outlook. In addition, Outlook offers tools for organizing customer information under categories and managing customer activity and follow-up work. Business Contact Manager lets you add contact information, notes, activities, and other information to the contacts section of Microsoft Outlook. Individuals can handle customer information more efficiently through Customer Relationship Management (CRM) software. ![]()
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