Outlook Customer Manager

Outlook Customer Manager

CRM léger pour Outlook dans Office 365

4.6/5 (7763 avis)

Outlook Customer Manager - Présentation

Outlook Customer Manager est un outil de CRM léger conçu pour Outlook dans le cadre d'un abonnement à Office 365. Il est en cours de déploiement pour les abonnés Office 365 Business Premium dans le cadre du programme First Release et sera publié dans le monde entier au cours des prochains mois.

Outlook Customer Manager est conçu pour aider les petites entreprises à gérer leurs relations clients en offrant une vue complète de toutes les interactions avec chaque client, en générant des rappels pour les réunions et les échéances à venir et en permettant aux utilisateurs de suivre toutes les offres et tâches en cours. Les informations client sont automatiquement collectées à partir des journaux d'appels, des e-mails et des calendriers au sein d'Office 365 et sont organisées et présentées sous forme de chronologie à côté de la boîte de réception Outlook. Les détails tels que les appels, les e-mails, les réunions, les fichiers, les notes, les tâches, les transactions et les échéances sont tous présentés dans la chronologie, afin d'éviter que les utilisateurs aient à saisir ou à rechercher manuellement des données client. Les données peuvent être partagées avec d'autres membres de l'équipe, de sorte que n'importe quel utilisateur puisse prendre l'appel d'un client tout en ayant accès à l'ensemble des informations nécessaires, notamment les appels récents, les réunions à venir et les étapes de la transaction.

Les tâches dans Outlook Customer Manager peuvent être associées à un contact, une entreprise ou une transaction spécifique. Une liste des transactions et des clients les plus importants est automatiquement générée et présentée sous forme de liste "ciblée" afin d'aider les utilisateurs à hiérarchiser leur temps. Les transactions peuvent également être répertoriées par priorité, montant, étape et date de clôture. L'application mobile Outlook Customer Manager permet aux utilisateurs d'accéder aux informations sur les clients et les transactions depuis n'importe où, ce qui facilite les enregistrements rapides avant les réunions et la création de contacts à partir de cartes de visite numérisées.

Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine

Langues

arabe, chinois (simplifié), chinois (traditionnel), tchèque, danois et 15 autres, néerlandais, anglais, finnois, français, allemand, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, turc

Outlook Customer Manager - Avis

Note globale
4.6/5
93% d'avis positifs
4986
Excellent
2245
Très bien
427
Moyen
66
Médiocre
39
Horrible
Daniel R.
Traduire avec Google Translate

MS Office User for many years

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 08/06/2019
Provenance de l'avis : Capterra

It's been very good overall. I would highly suggest since it is now a subscription service that there be highly skilled live representatives that you could query for guidance and allow for a simple to use remote viewing with in order to assist customers when they are having a particularly difficult time with small aspects of one of the services, which happens frequently.

Avantages

I feel like in recent years they have made great improvements particularly in making the products easier to use. This is especially the case with MS Excel, in which I recall having to memorize all sorts of different formulas which was very frustrating at times. They have made the interface much more user friendly which is great for those with limited experience in using Excel. Outlook hasn't changed much, which to me is a good thing as I was already very comfortable and happy with that aspect of it. Powerpoint has also become easier to use, although personally I prefer the old school Powerpoint of 2006-2010 era, but it was primarily because I knew how to do a lot of things on it that others didn't which is no longer the case.

Inconvénients

Microsoft Word is still the most frustrating product to use and I have seen little improvement in the areas that need it the most over the last 10+ years. It seems as if Microsoft continuously makes minor changes that don't help when someone wants to, for example, edit a resume after a few years and wants to simply add or remove portions of it while keeping the structure the same. I still get caught spending hours trying to make minor changes in these sorts of situations and I have seen no improvements in Word to address this issue. Now although I mentioned Excel in my positives, there is still one large negative with it, and that is the difficulty in extracting information from other excel documents if you are working on a project that has multiple excel documents that can't be combined into one with different sheets (in the Data Collection Management World this happens frequently). I am also not a fan of the new(ish) subscription model to Office, and preferred the one time purchase, although I understand the logistical and business purposes of changing it to a subscription model.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit

7.0/10
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Microsoft Office 365 Review

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 02/06/2019
Provenance de l'avis : Capterra

The ulitmate best experience possible out of all software suite packages that I use!

Avantages

The software suite of apps are so Robust and you have them both on the cloud and on the desktop to use whatever way you desire. The MS software apps are the best money "can't buy" - meaning you can't buy any better apps than MS provides for each category you are dealing with. Their phone and/or remote session tech support is beyond the word "fantastic", and they immediately answer the phone when you call and get righton having remote sessions and finding and fixing the issues that need to be troubleshooted and rectified. All of this support is 100% free and for every application in the suite of apps provided...from Onedrive to OneNote to MS Word...and on and on!!!

Inconvénients

Each app is so ROBUSt that it truly takes a gargantuan amount of time to really learn how to work with them if you really want to use them to their fullest potential. There is no "easy fx for this" and you have to expend the time and energy to learn the "ins and outs" of each app to know "how to work it". Consequently, the ONLY big issue I have is with OneDrive and OneNote...as they are 2 separate apps but the reality is that they are really ONE...meaning unless OneDrive is configured properly...OneNote will NOT work...and vice-versa. Therefore, it does take time to figure this all out as a new user...but now that I'm an experienced one, with many dozens of hours of tech support history "under my belt" - I now know what to do when I have to do a "clean install" of Windows 10 and reinstall the desktop apps again....as I learned the "hard knox way" what must be done from the "get go" to get BOTH theses apps going in the right flow! I recently purchased a brand new computer and i did NOt need tech support to assist me in installing Office 365 because I had learned all the "tricks of the trade" from past experience already, and I was able to do just fine installing the entire app suite alone without getting tech support on the phone!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
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Your Great Helper

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 23/05/2019
Provenance de l'avis : Capterra

I immediately opened my content-managed company's website that came with Office 365 SharePoint.
It offers new opportunities to work with teams. The Internet created with SharePoint enables different people to work from different locations on the same files as intranet sites and common areas.
Office 365 works fine with almost all mobile devices. We increased our performance and efficiency by accessing your data from anywhere.

Avantages

Ofice 365 with all applications I like to use. Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer and other applications, the company I work with my work in my private life. I can handle all my important work.
Ofice 365 can be operated mobile and fixed anywhere without interruption, with the ability to work independently from the device and work with similar interfaces on every device. All plans are compatible with Office 2007, Office 2008 for Mac, Office 2010, and Office 2011 for Mac.
I've been doing all my correspondence with Ms office word for years. I've used all software versions of ms office to date. I'm a 20-year-old ms office user. I never thought about using any other software.
I do all the presentations with Powerpoint for years. I've never seen a better software than that. I get excellent and professional results.
Because ms office is extremely common and good software marketing; I always had good support in technical understanding. I improved myself by easily accessing training documents and videos.

Inconvénients

The only dislike is the charge part. In recent years, hikes have increased.
Besides, the good thing about office 365 is that it is free for students. Maybe we think it might be a bit too affordable in professional users.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

Office 365 provides value and lowers the cost of email ownership

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 08/05/2019
Provenance de l'avis : Capterra

I have been a user of Office 365 both personally and professionally since the product's early days. I have migrated email from on-premise Exchange servers, Google Suite, and ISP Pop accounts to Office 365. Early on I used 3rd party tools for the migrations. Office 365 now offers (for a little while now) the ability to migrate with no costs (such as using a 3rd party app) and utilizes Azure storage to get the job done. Office 365 is feature rich and truly offers a lower cost of ownership.

Avantages

Tight integration with Microsoft Outlook (unlike other email platforms). This is most noticeable with contacts and calendars, including sharing. The subscription-based model allows for easy updates to the latest Office software while being able to control if those updates should be deployed at all. This helps to keep all users on the same version without the concern of having to buy upgrade licenses and perform a traditional software rollout. The ability to save directly to OneDrive and/or Sharepoint with applications such as Word or Excel is extremely valuable and is a great solution for small organizations that have no local central storage or tend to save items directly on their own PCs. Email accessability is simple via web, mobile, and desktop. Storage space is sufficient and can be expanded easily (for an additional cost). Tenant management is very easy to use and navigate - most areas are very self-explanatory (help is easily accessible as well).

Inconvénients

Office 365 has matured quite well. Early on, tenant management was a little clunky and over time features have been added. A wish-list item would be wider acceptance for OneDrive integration with 3rd party apps - similar to DropBox.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Traduire avec Google Translate

Back and Forth Conversation Emails Are a Thing of The Past!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 07/05/2019
Provenance de l'avis : Capterra

Teams has signalled a shift in the way those in our business communicate with one another. It has meant that instead of emailing back and forth, users now use Teams to IM one another. No longer do users attach files to emails and send them to one another; now they simply share files quickly and easily through Teams. This increased communication between colleagues and departments along with increased sharing of resources and collaboration on work projects has improved productivity significantly.

Avantages

Teams is a very user-friendly application that facilitates communication between individual users and whole departments. IM capabilities mean that users can message one another to collaborate on projects and share ideas. Files and documents can be shared with others, and Teams also has audio/calling conferencing capabilities (part of Microsoft's vision to deprecate Skype for Business in favour of Teams) meaning users can meet and share ideas even if they are at home or away from the office. The mobile app allows you to chat to colleagues when you aren't at your desk. If users are part of a departmental team, they can view these teams within the app; they can message other team members, share files, and use other Microsoft-specific apps such as Planner or SharePoint if they have been set up. Meeting scheduling is also available from within Teams, linking up with your Outlook calendar. For administrators, it is easy to deploy and maintain the Teams application using GPOs, and the application itself is self-updating on startup.

Inconvénients

Teams currently installs to the user's 'AppData Roaming' folder, which means that it is installed separately for every user that logs into the computer. It is quite resource intensive to run the applications compared to other communications apps. However, both of these issues have been flagged for review on the Microsoft Teams suggestions and feedback website, suggesting they will be rectified in a future release.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation

Probabilité de recommander le produit

9.0/10

Outlook Customer Manager - Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Outlook Customer Manager - Fonctionnalités

  • Rappels automatiques

  • API
  • Base de données de clients
  • Base de données de contacts
  • Champs personnalisables
  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

Outlook Customer Manager - FAQ

Voici quelques-unes des questions fréquentes sur Outlook Customer Manager.

Q. Quels sont les types de licence disponibles pour Outlook Customer Manager ?

Types de licences disponibles pour Outlook Customer Manager :

Type de licence: Abonnement

version d'essai gratuite: Non disponible

Q. Quelles sont les principales fonctionnalités du logiciel Outlook Customer Manager ?

Nous n'avons pas d'informations sur les fonctionnalités de Outlook Customer Manager.

Q. Qui utilise Outlook Customer Manager ?

Utilisateurs habituels du logiciel Outlook Customer Manager :

PME

Q. Dans quelles langues Outlook Customer Manager est-il disponible ?

Langues dans lesquelles Outlook Customer Manager est disponible :

arabe, chinois (simplifié), chinois (traditionnel), tchèque, danois, néerlandais, anglais, finnois, français, allemand, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, turc

Q. Quels sont les types de licence disponibles pour Outlook Customer Manager ?

Types de licences disponibles pour Outlook Customer Manager:

Abonnement

Q. Outlook Customer Manager prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Outlook Customer Manager.

Q. Avec quelles applications Outlook Customer Manager peut-il s'intégrer ?

Applications s'intégrant à Outlook Customer Manager :

Cliently, Office 365

Q. Quelles sont les ressources d'aide disponibles pour Outlook Customer Manager ?

Ressources d'aide disponibles pour Outlook Customer Manager :

FAQ, Forum, Base de connaissances, Support en ligne