Introducing Outlook Customer Manager

Ross MacKenzie
Tags: Microsoft

Here at Cobweb, one thing we're excited about right now is the launch of Microsoft Outlook Customer Manager to Office 365 Business Premium subscribers.

What is Microsoft Outlook Customer Manager?

Providing a simple way for small businesses to track and grow customer interactions and history directly from Microsoft Outlook – including emails, meetings, calls, notes, files, tasks, deals and deadlines.

What’s so special about Microsoft Outlook Customer Manager?

Microsoft have worked hard, making Outlook Customer Manager widely accessible. Whether on PC or Mac, it can be accessed via desktop, browser or the upcoming iOS mobile app enabling businesses to access all-important customer information, make quick notes after a meeting or scan a business card to quickly create a new business contact—all while on the go.


Microsoft have also incorporated automatic reminders for emails containing customer enquiries. This means that no matter how busy you are during the day, there will no longer be any risk of you missing important correspondence from your clients. This is achieved through an inbuilt recognition of requests – an innovative feature for everyone. Should the message contain an appeal for a meeting, information, or a file, you’ll be alerted.

Features to make life easier and more productive

Outlook Customer Manager has many other features to help make you and your employees' days easier, including auto-fill of customer business information with suggestions from Bing. To save you from having to waste time adding or updating contact information, it does all the hard work for you, and will not only add this data to one individual but all of those who they work with. From business addresses to websites, it will input it all on your behalf.

Another one of our favourite parts is its integration with Cortana, working like a digital Personal Assistant to stay organised by automatically scheduling meetings with customers, leaving you free to focus on more productive and profitable work.

Outlook Customer Manager can also help manage your business workflows too. Today, you probably have to maintain consistent customer information across all of the apps used - this can be both time-consuming and tedious. Luckily, Customer Manager will now be able to do it for you. So, for example, should someone new subscribe to your newsletter, they’ll also be added to your business contacts too.

...And the best bit?

You can get started with Outlook Customer Manager with a single click. Designed to be easy to use, efficient, and invaluable in assisting your business moving forward, it will be automatically added to the home tab in Outlook, meaning that all that’s left for you to do is tap on the icon to get going.

Microsoft Outlook Customer Manager is just one of the many applications that are part of Business Premium. To find out how Office 365 can help you and your business transform, download our Definitive Guide to Office 365.

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