Using microsoft outlook contact management

To help you prioritize your time, the system automatically presents a Focused list of your most important customers and deals. Dive in for a detailed view of your customers and deals, and see timely reminders. At a small business, everyone pitches in for customers.

But when several team members talk to a customer, it can quickly get complicated to keep track of all the communication. With Outlook Customer Manager, you can choose to share customer information with your team so everyone is on the same page.

You can check recent communication right before meeting with a customer, jot down a quick note after a meeting or scan a business card to quickly create a new business contact—all in a few swipes on your phone. The mobile app is initially available for iOS, and over time we will bring it to other mobile platforms.

Outlook Customer Manager is now rolling out to Office 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 account, you will see an icon for it in the home tab in Outlook 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 Information Sharing Users can share customer histories, current opportunities, and other information with authorized colleagues within their PC network.

This helps ensure smooth and successful sales cycles by allowing for collaboration among sales teams, as well as with accounting, customer service, and other departments. Additionally, they can make changes to records, then synchronize with their desktops when they return to the office. Reporting Users can create customized reports — complete with sorts, filters and summarizations — that include detailed information about their accounts, their activities, and their forecasts.

Scalability Microsoft Outlook with Business Contact Manager provides maximum scalability, so companies can easily upgrade to more robust Microsoft CRM solutions as their businesses grow and their requirements change.

Browse Business Software Categories A. Social media builds communication, while helping your business to stay in the forefront of the minds of the user. Contact management software eliminates the hassle of duplicate contacts or searching through outdated information. With client management software, you can start managing and updating your contact information more efficiently. Whether you own a restaurant or hair salon — regardless of your industry — clients have varied preferences and expectations.

Track client appointment and service history, all with an effective software solution. So, ditch the pen and paper — and experience productivity on a whole new level, with contact management services you can use.

Discover more software solutions, including the convenience and ease of use of Microsoft Bookings for your small- to medium-size business. This innovative solution features a booking page where customers can schedule appointments with ease. You can also customize your services, set business hours, provide detailed service and pricing information, all while managing your staff, weekly schedules and customer preferences, with advanced client management software.

You can easily integrate your email account with this program by adding the Insightly Sidebar for Outlook from the Microsoft Store. This plugin lets you access your CRM and its email engagement tools within your inbox. This integration allows you to schedule emails, create new contacts, and communicate with your customers. Plus, it has no native social media tools or web activity tracking capabilities, unlike Zoho CRM.

Also, its free plan is limited to only two users, so you might want to consider HubSpot CRM if you want a free CRM that supports an unlimited number of users. Sending an email from Insightly Outlook sidebar Source: Insightly. If you want more information on how this software works, read our comprehensive Insightly review. Visit Insightly. Salesforce Essentials is a cloud-based Salesforce CRM edition designed specifically for small businesses with up to 10 users.

Its features include sales activity tracking, customer support tools , and contact data importation. Unfortunately, like Pipedrive and Microsoft Dynamics , this software does not offer a free plan. The Salesforce Essentials package also does not include workflow automation tools, and you cannot have more than 10 users.

Salesforce Outlook plugin Source: Salesforce. Find out how this CRM can help produce better results by checking out our Salesforce Essentials review. Visit Salesforce Essentials. Microsoft Dynamics is an enterprise resource platform ERP that offers a variety of business applications for mid-sized to large teams. It seamlessly integrates with all Microsoft products, such as Teams and Office , allowing you to manage your contacts and collaborate with your teams more effectively.

You can also add the Dynamics for Outlook App to access your CRM data from your desktop, web, and mobile email client. The biggest setback to using Microsoft Dynamics is its pricing—the most expensive option in this guide—and the lack of a free option. Also, unlike Pipedrive , it has a steep learning and implementation curve because it lacks simple setup features.

Consider using Zoho CRM for free and affordable plan options with rich contact and lead management functionalities. Visit Microsoft Dynamics The integration of CRM with Outlook boosts your productivity by improving team collaboration, project management, and reporting capabilities. In addition, it lets you easily log all the emails sent from Outlook.

With a score of 4. It clinched the top spot in this category because of its affordability and robust contact management features. Aside from that, it offers a user-friendly interface and multi-channel customer support.

The tabs below offer more insight into our evaluation process for selecting the best CRM software for Outlook integration:.