Business Contact Manager in Microsoft® Outlook® 2010
Microsoft Outlook 2010 with Business Contact Manager provides advanced customer and contact management to improve the effectiveness of your sales, marketing and customer service efforts. With a new interface, the new project management and marketing tools and powerful customization. Business Contact Manager for Microsoft Outlook 2010 lets you manage all of your business’s customer information within Outlook, the application you already use for e-mail and calendaring. It keeps all information related to your contacts, including e-mail messages, appointments and documents in a single place. Information is easily accessible with Business Contact Manager using the familiar Outlook user interface. It has custom tabs and applies filters to show only those contacts applicable to your business needs.
- Manage the sales activities
- Create and track the marketing activities
- Manage projects with timelines and templates
Manage the sales activities
Business Contact Manager automatically prioritizes your leads according to rules you set-up so that you can pursue the most important leads first. It creates sales stages and activities that fit your business practices. Also, as you complete each activity, Business Contact Manager sets a reminder in Outlook for the next activity in the series. It keeps track of your top customers and best-selling products as well so that you can give them the attention they deserve.
Create and track the marketing activities
Business Contact Manager filters prospect and customer data, and then seamlessly sends campaigns using Publisher or Word. It executes calls to groups of existing or potential customers. Also, selects exactly the contacts that you need to call, then write or import a call script. As the call proceeds, it takes notes directly in the script, then records call complete and set a follow-up flag for those contacts requiring additional actions, such as providing a brochure or making a personal visit.
Managing your projects and sharing project related information with others in the company is another exclusive feature of Business Contact Manager in Microsoft Outlook 2010. It centralizes all project information, including activities, e-mail messages, meetings, notes and attachments. It has project templates to create projects in an instant, even those with many dependent tasks. It just defines the project you need once, save it as a named template and create as many additional projects of the same type as you need thus making your jobs easier.
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