Outlook Customer Manager – Getting started

​Outlook Customer Manager provides small businesses the tools they need to track & grow customer relationships. Now included at no extra cost with Office 365 Business Premium, Outlook Customer Manager is a cloud-powered solution designed for small businesses. Learn more at Getting Started with Customer Manager

Microsoft

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As a business owner, you know that getting repeat business starts with knowing your customers well, remembering the conversations you’ve had, and following through on their requests. That can be a challenge when you have many customers to keep track of and not enough time in the day. To make it easier for you to track and grow your customer relationships, we are introducing a new Office 365 service called Outlook Customer Manager.

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Customer information in one place—without busy work

Trying to keep up with all the information and tasks from emails, meeting invites, call logs, Excel sheets, handwritten notes and other team members can get in the way of more important work. That’s why Outlook Customer Manager automatically organizes customer information—such as emails, meetings, calls, notes, files, tasks, deals and deadlines—in a timeline next to your inbox.