Most people are aware that Office Live Small Business provides free website and email. However, less well known is the fact that an online Contact Management system is also included, which for many small businesses can be the first step towards a CRM (Customer Relationship Management) system. You’ll find Contact Manager by clicking the ‘More’ link that's at the of the page when you’re logged in to Office Live Small Business.

Here’s what Office Live Contact Manager provides :

  • A centralised online database of all your business contacts, giving a single view of the company customers and prospects
  • Set permissions to invite others to view or edit contact details, from any online location
  • Track each interaction with a customer – purchase history, invoices, emails, notes, etc
  • Ability to configure your website Contact Us module to automatically add site visitors to the Contact Manager tool
  • Send automatic emails based on specific trigger events (eg automatically email the salesperson assigned to a new sales lead)
  • Create different categories of contact types, useful for queries
  • Import existing contacts from Excel of any csv file from other systems (details here)
  • Make your contacts available offline with Microsoft Office Outlook 2003 or 2007

Watch this short ‘Getting Started with Contact Manager’ webcast to fine out more :

 

 

 

 

 

 

 

 

 

 

 

If you’re a Developer, or technically advanced, learn about Contact Manager web services :
http://ask.officelive.com/smallbusiness/blogs/team/archive/2008/07/23/new-contact-manager-web-service-code-samples-are-available.aspx

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