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1. Outlook for mac business contact manager how to#
2. Outlook for mac business contact manager manual#
3. Outlook for mac business contact manager upgrade#
4. Outlook for mac business contact manager software#

Prophet CRM was the original CRM built in Outlook and is still the most robust – but of course, we’re biased :-). Having a CRM as an integrated part of Outlook so that you don’t have to flip between a webpage and your email platform is a basic requirement for small and mid-sized business that live in Outlook. Based on the first step – the things that you not only liked, but actually used with Outlook Customer Manager – these should be your filter to start the list. There are a lot of CRM products on the market. This is your opportunity to invest in a platform that is still easy to use but does more than the simple functionality of OCM.

Outlook for mac business contact manager manual#

The goal is always to do more value-added work, with less manual or repetitive effort.ĭo you want a better deal workflow? A central spot to store proposals or sales collateral that stays consistent across your team? An automatic quote generator? Better integrations into other systems like QuickBooks? Better reporting or dashboard analytics? A better way to use the platform on an Android device? A more comprehensive view of your customers? This is a strategic opportunity to improve your efficiency or your team’s efficiency.

Outlook for mac business contact manager upgrade#

Now is the time to not just replace functionality but upgrade from a simple – and frankly limiting – Outlook contact manager to a more robust sales CRM that can do more and help more.

Step Three – What WILL You or Your Team Need in the Future?

Outlook for mac business contact manager software#

Include this list not only in your demo, but also in software trials and proof of concepts. This is your list to compare new software against and probe with the sales rep. Since Microsoft pulled the engineering team in 2018 ( see article here) you’ve probably noticed no new features or that bugs were slow to be fixed. Is it buggy? Does it not handle calls very well? Does the platform lose data while you are on the mobile app? Is the iOS app very good/useful/helpful, or just a check box item? What if you are on Android? (There was no OCM Android App at all). It’s important to have an open and honest conversation with the team (or yourself) on what you are not getting out of OCM. There are always items that we wish software could do better or differently. Step Two – What Are The Elements That They Don’t Like About OCM? This list is your foundation of the items that you don’t want to lose and need to ensure your replacement software not only has, but can provide in a seamless, easy-to-use environment. What other features of OCM do they actually use? Do they share information about an individual across the team? Do they use reminders or customer lists? Maybe you like that is shows you the history of communications with a contact and associated deals? Your team probably loves that they can consolidate emails and activities around individuals while staying in the Outlook interface. Step One – What are the Features Your Team Uses MOST in Outlook Customer Manager?

Talk to the team about what they didn’t like about the interface and using Outlook Customer Manager.Create a list of the features that you used the most in Outlook Customer Manager.

There are six steps to selecting a replacement to Outlook Customer Manager. This article is designed to guide you through the process of selecting a replacement for Outlook Customer Manager that not only replaces the features you love but can take your team and business further in efficiency and coordination to drive more revenue. Probably seen a lack of support or new features over the last couple of yearsĪs they moved the development team to other projects in 2018.īut, today is a new day! It’s time to not only replace the functionality you’ve come to love with Outlook Customer Manager, but get even more out of the options available today. (sort of) announced the end of Outlook Customer Manager (OCM) by notifyingĬustomers it’s going away in June 2020.

Outlook for mac business contact manager how to#