Outlook 2003 with Business Contact Manager Overview
Outlook 2003 with Business Contact Manager is an Outlook 2003 add-on designed to help entrepreneurs, sales people, and employees in small businesses better manage their business contacts and sales opportunities in a single-user contact management solution.
You can benefit from Outlook 2003 with Business Contact Manager without a steep learning curve because it is based on Microsoft Outlook, the program that many small businesses already use.
Example of how you can manage contacts with Outlook 2003 with Business Contact Manager.
Add Contact Management Functionality to Outlook
Use Outlook 2003 with Business Contact Manager to manage your business contacts, track sales opportunities, and run reports.
| • |
Manage information about the companies and individuals you do business with using the new Accounts and Business Contacts feature. |
| • |
Track your sales opportunities to convert prospects into sales. See important information such as the sales stage, revenue potential, and probability of closing so that you can maximize your sales. |
| • |
See all your activities related to an account, business contact, or business opportunity consolidated in the Activity History. Associate and then quickly and easily review Outlook 2003 items and files so you are always up to speed on your important business contacts. |
| • |
Run reports to quickly filter and summarize information about your business contacts and opportunities. For example, run reports to list contacts you have not communicated with recently or to see your sales forecast for the next quarter. |
Manage Business Contact Information
Organize and access all your contact information in one place.
| • |
Create, track, and manage your accounts, business contacts, and business opportunities. |
| • |
Access the Activity History to see Outlook 2003 items and files associated with a specific customer or sales opportunity. |
| • |
Automatically associate incoming and outgoing e-mail messages and appointments with your accounts, business contacts, or business opportunities so you can easily find them later. |
| • |
Link tasks, notes, phone logs, and files to your accounts, business contacts, or sales opportunities so you can retrieve them quickly. |
| • |
Attach scanned files to your contacts to help reduce the need for loose papers. |
Track Sales Opportunities
Always know the status of your sales opportunities so you can meet your sales goals with confidence.
| • |
Track your sales opportunities in Outlook 2003 to manage your sales forecasts more effectively. |
| • |
Know where each opportunity stands in the sales process by using customizable reports that show your progress and help you prioritize your work. |
| • |
Sort and filter your contacts and sales opportunities with views to see only the most relevant information. |
| • |
Include product or service and price information related to your opportunities so you know the revenue potential and the product or service being sold. |
| • |
Import price lists so you can have the most current product information for your quotes. |
Spend More Time with Customers
Use a familiar application to so that you don't have to spend time learning new software.
| • |
Better spend your time managing your customers by using Outlook 2003, the program many people already know. |
| • |
Import contact information in seconds with a single click from other Microsoft Office System programs and ACT!. |
| • |
Print your calendar and contact list in a variety of formats, including Franklin Covey, Day-Timer, Day Runner, AnyTime Deluxe, and others to complement the way you work. |
Connect with Customers
Create personalized newsletters and mailings, and track their success.
| • |
Export your business contacts to Microsoft bCentral List Builder and easily send your customers personalized, professional-looking e-mail newsletters. |
| • |
Purchase targeted leads and import them directly into Outlook 2003 with Business Contact Manager for follow-up. |
| • |
Track the results of your e-mail marketing campaigns so you know how many people opened your e-mail messages and where they clicked. |
| • |
Take the hassle out of managing your mailing list by automatically processing opt-out requests and bounced e-mail messages. |
Note Outlook 2003 with Business Contact Manager is designed to work with Post Office Protocol (POP3)-, Internet Message Access Protocol (IMAP)-, or Hypertext Markup Language (HTML)-based e-mail, which is common in most small businesses. The Business Contact Manager functionality is not enabled when Outlook 2003 with Business Contact Manager is used in combination with Microsoft Exchange Server. It is, though, enabled for Microsoft Windows Small Business Server 2003 and hosted Exchange Server after you install a patch. Download Business Contact Manager for Outlook 2003 Update: Windows Small Business Server 2003.