#Review of office 365 for small business full#
#Review of office 365 for small business software#

The new Salesforce Einstein artificial intelligence (AI) platform bakes in deep learning and predictive analytics throughout the Salesforce CRM cloud, and we've already seen other CRM players begin to implement these kinds of smart email and predictive sales analytics features as well.For the launch of its first full-fledged online office suite, Office 365, Microsoft is paying particular attention to how the new service could help small and medium-size businesses. How CRM is Getting Smarter Outlook Customer Manager is indicative of a larger trend around using machine learning and automated workflows to better organize and surface customer data. As their needs grow, business can move to Dynamics 365 for sales to take advantage of enhanced customer information, sales process consistency and efficiency, and deeper financial and customer insights.' 'Natively built into Outlook, it is simple to get started with and easy to use as a first customer management tool for small businesses. 'Outlook Customer Manager is designed for small businesses that want to stay on top their customer and deal information,' said the Microsoft spokesperson. Dynamics 365, on the other hand, is a more heavy-duty CRM platform that provides deeper customer information and financial data as businesses scale up and expand their sales and marketing operations. The app is geared toward helping entrepreneurs and small business users who are conducting lead acquisition and customer outreach themselves it gives them an easy, built-in way to manage information and stay on top of interactions. Microsoft describes Outlook Customer Manager as a lighter CRM app within Office 365 for SMBs that aren't necessarily large enough to employ an entire sales team.

The company has a full-blown enterprise resource planning (ERP) solution as well with Microsoft Dynamics GP, which incorporates CRM along with general ledger, sales, human resources (HR), and accounting and finance features. What about Dynamics? Outlook Customer Manager gives SMBs a light CRM app within Microsoft's email client, but Microsoft also has a standalone CRM app in Microsoft Dynamics 365.

#Review of office 365 for small business full#

Microsoft is also working to enable full mobile access to Outlook Customer Manager, and has already released a dedicated iOS app that includes meeting information, notetaking, and mobile scanning for business cards. The app is currently rolling out to Business Premium subscribers at no extra cost and will be generally available in early 2017. To help you prioritize your time, the system automatically presents a Focused list of your most important customers and deals.' 'Outlook Customer Manager helps you stay on top of opportunities and commitments by surfacing timely reminders, letting you associate tasks with a contact, company or deal, and listing deals by stage, close dates, priority, and amount. 'The information in the timeline is automatically gathered from the email, calendar, and call log data from the Office 365 environment,' said the Microsoft spokesperson. According to Microsoft, the information in the timeline is gathered from email, calendar, and call log data pulled from various Office 365 apps. The app exists entirely within Microsoft Office 365. When you click on the tab in the Outlook 2016 toolbar, it brings up a timeline view of automatically organized sales information including calls, deadlines, deals, emails, files, meetings, notes, and tasks related to specific customers. Outlook Customer Manager essentially turns Outlook into a smart sales inbox. Available through the 'Customer Manager' tab in the toolbar, Outlook Customer Manager is an automated organizational tool designed to surface emails, events, documents, tasks, and other interactions to help business users more effectively manage customer relationships. Microsoft is giving small to midsize businesses (SMBs) a new sales and marketing tool with the release of Outlook Customer Manager, a customer relationship management (CRM) application within the Microsoft Outlook email client.

#Review of office 365 for small business software#

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