Installation & Training for Business Contact Manager
Capital Training Resources now offers installation and training for Microsoft Office Outlook 2007 with Business Contact Manager as part of our Small Business Services Package.
Business Contact Manager is Microsoft’s version of CRM (Customer Relation Management) software that is fully integrated with all MS Office Products, and many accounting programs such as QuickBooks.
Ten great features of using Business Contact Manager for your business are:
1. Manage all your contact, prospect, and customer information in one place.
Office Outlook 2007 with Business Contact Manager enables you to organize and manage all customer, contact, and prospect information — including contact information, e-mail messages, phone calls, appointments, notes, and documents — in one place so that you can effectively manage your sales opportunities and activities and provide better service to your customers.
2. Manage sales leads and opportunities more effectively.
Manage your leads and prospect information in a single place so you can easily identify and follow up on opportunities throughout the sales process.
3. Easily manage marketing campaigns from concept to delivery.
Step-by-step tools walk you through the process of creating, distributing, and tracking personalized marketing campaigns.
4. Get a dashboard view of your key customer and prospect metrics.
The fully customizable dashboard provides an overview of your important information to help you make decisions and prioritize tasks.
5. Forecast sales and analyze data using flexible reports.
Choose from an array of customer, lead, and opportunity reports, then sort and filter information to help get a complete picture of your sales pipeline.
6. Customize your contact, prospect, and customer information.
Office Outlook 2007 with Business Contact Manager offers additional options to help you tailor customer and prospect information to your needs.
7. Keep your project information in one place.
The Business Project feature helps you track, view, and access all your project-related information in one place, including Office Word documents, Office Excel spreadsheets, activities, e-mail messages, meetings, notes, and attachments.
8. Share information easily with multi-user access.
Provide employees with more secure multi-user access to customer, lead, and opportunity information.
9. Track customer and financial information together with Microsoft Office Accounting.
When you use Office Outlook 2007 with Business Contact Manager combined with Office Accounting 2008, you can access customer financial history. Track billable time on your Outlook calendar and send it to Office Accounting 2008 for customer invoicing.
10. Stay in touch while you’re offline.
Go on the road with confidence, knowing you have access to your vital customer contact information. View and enter information in Office Outlook 2007 with Business Contact Manager from your laptop and synchronize your data when you return to your office.