Microsoft Office Outlook 2007 with Business Contact Manager

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Editorial Review:

Microsoft Office Outlook 2007 with Business Contact Manager offers powerful customer and contact management to help you save time, improve sales and marketing, and deliver better customer service. Organize and manage all your contact, prospect, and customer information in one place. Track leads and opportunities throughout the sales cycle. Easily create, personalize, and track direct marketing campaigns in-house, and centralize your project-related information so you can stay organized and monitor tasks with automated reminders. Forecast sales and analyze data using flexible reports. Share information easily and more securely with multi-user access

Microsoft Office Outlook 2007 with Business Contact Manager integrates small business contact management with Outlook. Now you can easily manage contact and customer information and track sales and marketing activities in one place.

The new information dashboard provides a snapshot of your sales pipeline so you can make decisions and stay focused on your priorities.

Now you can integrate all of your contact and customer information and history, including communications, tasks, and appointments, with your e-mail and calendar in Outlook.

The information you need to pursue sales opportunities is at your fingertips.

Organize All Your Customer Information in One Place
New contact and customer management features are integrated into the powerful and familiar functions of Outlook.

• Get a consolidated view of contacts and customers.
  Centralize all contact-related information within the familiar look and feel of Outlook. With contact history, source, status, sales amount, closing potential, e-mail messages, phone calls, tasks, appointments, documents, and notes all referenced in one place, you can effectively manage your sales opportunities and activities, and provide better service to your customers.
• Customize contact and customer information.
  Office Outlook 2007 with Business Contact Manager is flexible and adaptable, so you can capture the information that is most relevant to your sales and business processes.
• Share customer information with coworkers.
  Provide employees throughout your company with more secure multiuser access to customer, lead, and opportunity information.
• Stay productive when you are out of the office.
  While on the road, you can work offline on your portable computer or Pocket PC and then synchronize data when you return.
• View customer financial history at a glance.
  When used together with Microsoft Office Accounting 2007 , Office Outlook 2007 with Business Contact Manager provides a complete view of customer financial information and communication history all in one place. Changes in either Office Accounting 2007 or Office Outlook 2007 with Business Contact Manager result in automatic updates to the other program.
• Simplify your billing process.
  When used together with Office Accounting 2007, Office Outlook 2007 with Business Contact Manager helps you track appointments on your Outlook calendar, mark them as billable, and automatically send them to Office Accounting 2007 for easy customer invoicing. Phone logs and project tasks can also be marked as billable.
• Easily import contact information from other applications.
  To get started fast, you can easily transfer contact information from your other applications, including Microsoft Office Excel, Microsoft Office Word, Microsoft Office Access, or ACT!.

Use new filtering features to select data and then export the information to Excel for further analysis.

Step-by-step guides lead you through the process of creating marketing campaigns.

Use Mail Merge to personalize marketing communications and generate greater response.

Forecast and Manage Sales Opportunities
Office Outlook 2007 with Business Contact Manager integrates your e-mail, calendar, and customer information so you can easily identify and follow up on opportunities throughout the sales process.

• Identify your best opportunities.
  Track your prospects, leads, and customers from initial contact through closing and after the sale. Monitor opportunities by type, sales stage, projected amount of sale, and probability of closing, and then easily assign leads to your employees.
• Get a snapshot view of your sales pipeline.
  The new central information dashboard summarizes your important sales metrics to help you make decisions and prioritize tasks, and you can customize the metrics to meet your unique needs.
• Forecast sales and analyze data.
  Get a consolidated view of your sales pipeline and easily forecast sales. Choose from a variety of customer, lead, and opportunity reports with advanced capabilities to help get a complete picture of your sales activities. You can sort and filter information, drill deeper for more details, and export your findings to Excel for further analysis.
• Convert sales opportunities into quotes, orders, and invoices.
  When you use Office Outlook 2007 with Business Contact Manager with Office Accounting 2007, you can automatically turn sales opportunities into quotes, orders, and invoices.

Track and Monitor Marketing Campaign Activities
Easy-to-use tools help you distribute personalized marketing communications and track the results in-house.

• Get step-by-step guidance for creating your campaigns.
  New tools guide you through marketing campaign activities, including compiling your mailing list, distributing materials, and tracking your results.
• Track marketing campaign activity by customer.
  The marketing materials you send are automatically included in customer and prospect communications histories.
• Measure the success of your campaign.
  Use the new marketing campaign tracking feature to track campaign responses and assess the success of your campaign so you can target your marketing budget effectively in the future.
• Market more effectively using personalized communications.
  Create custom mailing lists by filtering customer and prospect data from within Office Outlook 2007 with Business Contact Manager. Then use improved Mail Merge integration with Microsoft Office Publisher, Word, and HTML to personalize, print, and send marketing materials via e-mail.

Manage Project-Related Information in One Place
New capabilities help you manage project-related tasks and information in one place and share project-related information with others in the company.

• Track, view, and access project activities and tasks in one place.
  The new Business Projects feature in Office Outlook 2007 with Business Contact Manager centralizes all your project information, including activities, e-mail messages, meetings, notes, and attachments.
• Assign project tasks to others.
  Using the new Project Tasks feature, you can assign tasks to others and automatically transfer the task information to their task lists, To-Do Bar, and Outlook reminders.

Customer Reviews:

Avg. Customer Rating: 3.5 / 5.0

Outlook and BCM do not share contact information:

Outlook with Business Contact Manager is a misnomer. BCM is in reality a bolt-on application that works alongside Outlook with a similar file structure. This would be a fine arrangement except that Outlook and BCM do not integrate together. For example, contacts with the same name in both Outlook and BCM are different contacts and do not share information nor do they synchronize in any way. I use a hosted Outlook Exchange service that keeps my desk and mobile email and contacts synchronized. When I moved a... more info

Lead a stray:

The business contact manager info on your website did NOT give any idea that one would need to buy a subscription to make the business Contact Manager function.
I NEVER would have paid extra for this feature if I knew it would incur additional MONTHLY costs!!!!

Better Off Staying with Older Version:

I've had the new version of Outlook for a few months now and have been quite disappointed in it's entire performance. I purchased the version with the business contact manager in order to sync with my Quickbooks information. It turns out it only works with Microsoft's "Money" application. So I decided to keep using it and take advantage of the few usable features I found in it.
To my further disappointment my Word 2002 began freezing if I had Outlook open. I finally had to upgrade to the Office Suite... more info

It's OK:

If you don't have IT support, this is a hard product to use. For families or small offices, there are easier-to-use and cheaper options.
But this is the industry standard. It's a fine product. Good news, it's Office. Bad news, it's Office.

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