How To Use Outlook As A CRM?

People are able to more efficiently manage client information thanks to a technology called customer relationship management (CRM). With Business Contact Manager, you may use the contacts feature of Microsoft Outlook to access information about your customers, including their contact information, notes, activities, and other facts.

The program can also assist in managing client activities and follow-up duties, as well as categorizing customer information into several categories. Microsoft Outlook has various capabilities that can help you manage your customer relationship management (CRM) operations.

Why plan to use Outlook as a CRM?

The main goal of utilizing customer relationship management software is to arrange client contact information within a single platform and to be prepared to send and receive emails from the software itself. It’s possible that using Outlook as a CRM for this purpose would be a smart move. Additionally, it enables you to mark calendars and logs with appointments, build and maintain task lists, create and organize folders, plan task and event lists, and set reminders and alarms in your Outlook inbox.

If you are an entrepreneur of a small or medium-sized business who only needs to manage a few connections, then you should consider using Outlook.


Use Outlook As A CRM

  1. Start Microsoft Outlook with Business Contact Manager after turning on your PC.
  2. Create categories for your customer contacts. Double-click the desired contact in the contact window to alter a contact’s category to reveal the client’s contact details. Choose a category from the dropdown menu on the main customer contact window to assign it to customers. If you don’t find the category you want to use, you can create a new one by putting its name in the text box. Consider categorizing all of your fresh sales chances under the heading “sales opportunities,” for instance.
  3. A customer should be given assignments. Activate the “Actions” tab in your contact information after opening it. Choose “New task for contact” from the menu. In Microsoft Outlook, the “Tasks” section contains tasks. Dates, customer information, and the status of each customer interaction job can all be assigned. Or, if you’d prefer, think about using appointments to track customer follow-up activities. Tasks do not appear on the calendar, only appointments do.
  4. On the customer contact page, post pertinent consumer notes. An overview of all meetings and assignments made to this client may be seen under the “Activities” page. This part also allows you to view email messages.
  5. Set up a time for customer follow-up and email queries to be answered. A different indicator color should show the type of tracking activity. A yellow flag, for instance, would suggest that a client needs to be issued a contract. A follow-up phone call could be indicated with a green flag. Click the flag icon in a client message and select the desired flag color to modify the flag’s color. By selecting “add a reminder” with the right mouse button on the banner, deadlines can be added.
  6. Add contacts and tasks that have been accomplished in a folder. Go to the “File” menu and choose “New Folder” to create a new folder. Indicate the location where you want the folder to be saved while typing the folder’s name.
  7. To keep your emails, follow-up activities, contacts, and client information current set aside time each day to organize and present CRM data.

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