Product Overview

Product Overview
Manage business contacts, accounts, and sales opportunities easily and
efficiently with Microsoft® Office Outlook® 2003 with Business Contact
Manager. An enhanced version of Outlook 2003, this application offers small
businesses with 1-25 employees an easy and effective way to track customer
contacts and manage sales opportunities.
Familiar environment: Work
within Microsoft Outlook, the
application you already know and
use.
Accounts and Business Contacts: Create a
hierarchy linking companies and individual
contacts.
Keep all your customer data in one place
Automatically link e-mails, notes, appointments, and to-do items—as well as attach
Microsoft Office documents, faxes, and
scanned documents—to business contacts, accounts, and sales opportunities.
Easily view histories and all associated
items and documents.
Manage sales opportunities effectively
Track your sales opportunities through the
sales cycle. Establish account hierarchies
to better track your accounts and associated contacts.
Work seamlessly with Microsoft Office
applications
Link Microsoft Office documents with your
contacts and accounts, import price lists
from Microsoft Office Excel, and create
personalized newsletters using Microsoft
Office Publisher templates.
Get the information you need to sell more
effectively
Manage your sales efforts using the
Business Opportunity feature. Gain insight
into your customers and sales pipeline
with customizable reports and sell more
effectively with up-to-date information
about your products or services.
Connect with customers more effectively
Create professional looking e-mail campaigns and newsletters using Microsoft
bCentral™ List Builder. Acquire new
customers by purchasing and importing
targeted sales prospects into Outlook.
Business Opportunities: Easily track
opportunities through the sales cycle.
Activity History: Consolidate all Outlook items
related to accounts, contacts, or opportunities for
easy retrieval.
Product List: Store price lists for products and
services to manage sales opportunities more
effectively.
Manage mailing lists easily
Keep mailing lists up-to-date and easily
add new addresses from other sources.
Using List Builder, create custom lists for
targeted e-mail communications and track
your campaign results.
Product Overview
Track business contacts and manage sales opportunities to maximize revenue
Organize and manage important business information in one place
ƒ Create and manage accounts, business contacts, and sales opportunities in Microsoft® Office Outlook® 2003.
ƒ Establish account hierarchies between companies and the individual contacts who work there.
ƒ Automatically associate Outlook e-mails, notes, and calendar items—as well as link documents—with accounts,
business contacts, and sales opportunities.
ƒ Instantly view activity history and all associated items for an account, business contact, or sales opportunity.
ƒ Attach scanned documents to business contacts, accounts, and sales opportunities for a complete view of
your business relationships.
Track sales opportunities and follow-up effectively
ƒ Track sales opportunities through the sales cycle from within Outlook.
ƒ Run customizable reports to track your sales efforts and help you prioritize your work.
ƒ Quickly sort and filter information to view the data most relevant to your sales efforts.
ƒ Import price lists from Microsoft Office Excel so you always have the most current information for your quotes.
ƒ Track the revenue potential of your sales opportunities so you can forecast your sales pipeline accurately and
prioritize your work effectively.
Spend more time with customers, not with your computer
ƒ Eliminate the learning curve and free yourself to focus on your customers, rather than on learning new
software.
ƒ Import contact information from Microsoft Office Word, Excel, and Access, as well as ACT!, and other
applications.
ƒ Print your calendar and contact list to fit the paper-based formats that you already use.
ƒ Maintain mailing lists easily and use Microsoft bCentral™ List Builder to automatically process opt-out
requests and bounced e-mails.
Build relationships with customers through personalized communications
ƒ Create printed newsletters and mailings using Microsoft Office Publisher and Word templates.
ƒ Purchase targeted leads and automatically import them into Outlook.
ƒ Use List Builder to send prospects and customers targeted e-mail marketing campaigns and track results.
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companies and products mentioned herein may be the trademark of their respective owners.