In most organizations, sales people need access to information sources before they make account calls. They might need to call other sales people to determine who last contacted the customer or they might need to review sales orders and find out whether the customer has orders outstanding. Many organizations provide this functionality through third-party products. Microsoft Exchange Server tracking applications eliminate this complexity and bring tracking functionality under the same user interface as other groupware applications.
For example, by creating a customer-tracking public folder, a salesperson can find information on the last contact with the customer, new customer contacts, and the company profile in a single location.
Microsoft Exchange Client enables sales people to customize the way they display data, to view the information in the same interface as other Microsoft Exchange Server applications, and to use custom forms designed with Forms Designer to organize and report the information. The following figure shows how a customized view can enable users to view account data by company.