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Microsoft Office Outlook 2007 with Business Contact Manager

Microsoft Software Microsoft Office Outlook 2007 with Business Contact Manager - NFA-00023


by Microsoft

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 read more..

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Product Tags: 2007 Business Contact, Microsoft Office, Microsoft Office Outlook, Nfa00023, Office, Office Outlook, Office Outlook 2007, Outlook, Outlook 2007 Business
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Product Detail Information:
ASIN:B000WEJYM4
Sales Rank: 237
Catalog:Software
Release Date: 2008-01-14
Product Group: Software
Product Type: Software
Brand:Microsoft
Manufacturer:Microsoft Software
Model: 45931G
Part No: NFA-00023
UPC: 882224581905
EAN: 0882224581905
Binding: CD-ROM
Format: CD-ROM
Hardware Platform: PC
Operating System: Windows XP Home Edition
Platform(s): Windows Vista
Windows XP
Windows XP Professional
Windows XP Home Edition
Autographed: No
Memorabilia: No


Features:
  • Manage all your contact, prospect, and customer information in one place
  • Manage sales leads and opportunities more effectively
  • Easily manage marketing campaigns from concept to delivery
  • Forecast sales and analyze data using flexible reports; customize contact, prospect, and customer information
  • Share information easily and more securely with multi-user access
Product Description:

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.



Current User Reviews:Back to top
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Good tool but not for XP
7/2/2008
I have years of experience with contact management software from ACT to Microsoft CRM. I was excited to try this version as it included many new marketing related tools.

I am running a fast XP machine as I am not ready to undertake the pain necessary to switch to Vista yet. Installation on my machine was simple yet time consuming. It took more than half an hour to install the product. That should have been a clue.

Once installed it configured easily and was very comfortable to use if you are used to working in Outlook. The contact lists and ability to schedule activities worked well. Virtually every aspect of the software worked as expected.

The biggest problem is that it used a huge amount of resources to run. Other applications slowed to a crawl when I would open Outlook. It took forever to load outlook when you opened it. Literally at least 1 minute to load the app each time.

The additional marketing tools worked well but ultimately I had to uninstall this as it was too much of a drain on my system.

I am certain my review would have been different had I been running a Vista machine. However there is noting on the MSFT website nor on the packaging that indicated I would have any issues at all running it on XP. Although there was some very helpful information on the product pages that assisted in setting up and using the contact manager functions.

Bottom line, if you're interested in CRM type functionality in Outlook, and are running Vista, you should take a look at Outlook with Business Contact Manager.

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good product with many benefits if
6/25/2008
This is a very good product but you need to integrate it with the other Microsoft 2007 products. Microsoft 2007 products are designed to run on powerful PC. If you do not have one, any of the products will run but slowly. These products are designed to be installed as a group usually under Vista. Once more, if you are not doing this, problems are possible. Lastly, with any new product functionality has changed. Microsoft considers it to be improved. What you and I think can be something else. All the functions are there. Some moved and some are in another product. I am relearning Microsoft Office 2007, Outlook 2007 and 64-bit Vista. This can be unpleasant, time consuming and frustrating. If you work through this, you will have the "state of the art" version of the product.
Microsoft 2007 products are designed for ease of use. Outlook 2007 has largely done this. The product requires a learning curve but has rewards for those that spend the time learning the new interface. BCM is not for causal home use but is invaluable for a home based or small business. This is a good product with many benefits if you have the PC, operating system and other 2007 products.
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Awsome Simple Business Contact Manager
6/13/2008
Microsoft has done it again! Outlook with Business Contact Manager 2007 is a very solid, simple, and intuitive small business platform to work from. I have been in sales for over 10 years and have used a variety of solutions, including ACT and I like Business Contact Manager the best so far. If you enjoy actually selling as opposed to updating information continually, this is the solution for you. For instance, ACT has many useless and cumbersome bells and whistles that require input of information multiple times in multiple screens. Microsoft left these out...thankfully. In fact, I spent more time updating information in ACT than actually using it to be productive. Act is also prone to databases corruption. Our data in ACT was corrupted at least 2-3 times in a year. ACT Synchronization is finicky at best. And ACT integration to accounting software is cumbersome and expensive. Microsoft has trimmed the fat and created a very streamlined platform that gets the job done. No corruption of data thus far. Accounting software integration is a breeze-I use Microsoft Accounting 2007-also a very solid small business solution if you don't need automated Payroll-a less expensive option to QuickBooks. Only having to enter information once, simple customization, and seamless 2-way integration with accounting software is why I gave this a 5. It is not perfect but it is the best I have used thus far. Highly recommended. You will not be disappointed.
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Great Product
6/13/2008
I love the way the new interface looks! It works perfectly and is pleasant to look at. My only issue with it is that I am an everyday user of voice dictation software because I have a physical disability and I'm not able to type anyway for some reason when I am dictating an e-mail it does not dictate text in the proper location, I have just copied and pasted e-mails into the documents but it's still kind of annoying!
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Mixed feelings
5/22/2008
I have never been especially fond of Outlook, but I was willing to give it another try with this version in the hopes that my previous complaints had been addressed. I can't say I am especially impressed with this version either, though there are some good things I can say about it regardless.

I have been using Outlook in the workplace as a standard for years now. It integrates with MS Office (another standard in the office, though I use something different at home) and it generally gets the job done, though it is slow about it. I have found that Outlook 2007 is no exception in that regard - this is not a nimble application and it takes a lot of memory and resources to run well. If you have a lot of memory and space that's not really a concern, but it is something about which to be aware.

MS has always done a nice job of putting together applications with a pretty front end, and Outlook has almost always led the way in that regard. Though pretty, Outlook suffers from a very confusing layout in terms of where to find various configuration settings. Making a preference change is rarely just a couple of clicks away; invariably it either requires knowing up front where things are or it requires a lengthy search for the desired setting.

Outlook 2007 adds RSS feeds, a nice feature for those that use them. To be honest, I have not tried this feature so I cannot comment on it. That said, its availability is a nice thing and is something to consider if this capability is something you need or desire.

I fiddled with the Business Contact Manager portion of the application and to me it feels like a light CRM implementation running on the local box. This is a nice thing to have, but unfortunately it is not something I personally need. For a person who relies on keeping track of contacts, sales and other vitals, I can see this as being a very useful tool.

I do appreciate the fact that Outlook 2007 seems to be more stable than the last version I have used, but I do still get the occasional hang when connecting.

Outlook 2007 is a nice package and with the integrated BCM it is a good tool for people who need to keep close track of their contacts. It still suffers from bloat and a confusing settings layout, though it had a visually appealing interface and a nice feature set.
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