It provides you with accurate and actionable reporting.This benefits your company and your customers in a number of ways: Best of all, this data can be used across your entire organization to benefit everyone in a customer-facing position to improve the overall customer experience. This type of data collection and access gives your company the ability to do things such as set alerts on customer activity or collect target audience data to help refine and define future relationships. CRMs provide your teams a way to store all the data relative to your customers and the relationships with them all in one place. The Benefits of Using a CRMįor organizations that have managed to implement a CRM and overcome the initial growing pains, it’s difficult to imagine what business would be like without it. There are definitely ways to go about this, but first, let’s take a look at some of the benefits of using a dedicated CRM solution. Without an effective CRM solution within Outlook, businesses and salespeople are on the hunt for a product or method to easily access CRM information from their email. Microsoft dumped it to focus on their Dynamics CRM product instead. Sounds pretty great, right? Unfortunately, it’s dead in the water. Microsoft’s product provides a great way to manage customer relationships, keep track of deals and companies and even list sales according to where they’re at in the pipeline. It’s relatively simple to use and available on mobile.It lets you share customer information across the organization.It offers integrated tasks and reminders that you can associate with a contact, company or sales deal.It puts all of your customer information in one place: Outlook.While it isn’t a full-fledged CRM like Salesforce or Microsoft Dynamics, it does offer small businesses quite a few of the benefits normally associated with a CRM: Microsoft OCM is an add-on for Outlook that allows for some fairly basic customer relationship management capabilities. Back in 2016, they announced Outlook Customer Manager, or OCM. It provides a way for salespeople to track everything that’s crucial to their clients and customers so they can provide them with everything they need to be effective at their jobs. They also need to know where a lead is in the sales pipeline so communication is in context and on point. They need to remember the conversations they had - in and outside of email - and be able to track and follow up on requests. The best salespeople understand knowing their customers well is a big part of the process. Of course, effective selling involves a lot more than simply sending emails. And it’s a big part of their day: salespeople average 13 hours per week working on email. For many, it’s the primary communication medium used for drumming up new leads and communicating with prospects. Posted in: CRM Success, Microsoft Outlook + SalesforceĪs a business owner, you realize your salespeople send plenty of emails.
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