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Microsoft® Business Contact Manager for Outlook® 2013

Business Contact Manager for Outlook® 2013 – an Overview.

Microsoft® Business Contact Manager (BCM) for Outlook 2013 is designed for the small business owner. Whether you are a solopreneur wanting to implement a customer relationship management (CRM) system for your individual needs or a small business with up to 50 users, this product may be for you.

Business Contact Manager (BCM) for Outlook 2013 gives you the ability to store all of your customer and prospect information in one place. BCM includes a number of different types of customizable forms or record types, including Account, Business Contact, Lead, Opportunity, and Business Project. You can use the default forms without changing them, or you can create new fields to suit the needs of your business. You can also modify the existing forms by removing fields or moving fields around. You may also be interested in the ability to:

    • Track all of your e-mail communication with customers and prospects within their contact

    • Centralize project information and associated tasks

    • Track and organize your leads and opportunities

    • Use the "History" features to track phone conversations, tasks, business notes and appointments

    • Create customized marketing campaigns where you can track your results

    • Attach files to contact records

    • MORE

These are just a few of the many benefits you will experience after implementing Business Contact Manager for Outlook 2013.

But...before you can take advantage of the benefits, you may be asking yourself, what do you need to do to get there?

Business Contact Manager for Outlook 2013 – Database Configuration.

With Business Contact Manager (BCM) for Microsoft Outlook 2013, you and your coworkers can share business data important to everyone. Information in accounts, business contacts, opportunities and projects kept as records in the Business Contact Manager database. The creator of this database is also the database owner and has full control, including granting access permissions or deleting records.

The database owner can share the database only with computers that are on the same network, in the same work group or domain. Users' computers can be members of the same work group or network. A domain is not required to share your database.

In larger installations it is recommended that the database be placed on a dedicated server so that the performance is not impacted by use from a local user. The database platform that BCM operates from is Microsoft SQL.

Our consulting services can assist you in the deployment and installation of the Primary BCM database in a server, local peer-to-peer or work group configuration.

Business Contact Manager for Outlook 2013 – Customization.

Business Contact Manager (BCM) becomes a powerful tool for your business when you customize it to capture and report specific information you need to make business decisions, track customer information and follow up on leads.

The business contact, account and opportunities forms are all customizable. We work with you to understand your business processes and the information you need to report on as well as capture for each client and prospect. Armed with this information we are able to quickly customize each form based on how you ultimately want to use this information; whether it be for future marketing needs or just staying on top of client projects.

Along the way, we will show you how you can integrate the other components of Outlook 2013 in order to use e-mail, calendar and tasks with your clients.

Laura Leist uses her experience as an IT Business Process Consultant to quickly customize databases for her clients. She has been customizing BCM databases for individual users and business since the 2007 version of BCM was released.

Business Contact Manager for Outlook 2013 – Data Migration, Conversion, Cleanup and Import.

The power of your Business Contact Manager CRM is as good as your data. Our attention-to-detail paired with the knowledge of data formatting in BCM to quickly clean your data is the key to every successful data cleanup and conversion project we manage.

We will work with you to export, clean-up and import your data from another CRM. If your data is in Outlook and needs to be moved to BCM, we will convert it...keeping in mind new customizations and additional data that may need to be added before the import is complete. If your data already lives in BCM, you may benefit from a review of your existing data and how you can quickly update it to include information for any customized fields.

Business Contact Manager for Outlook 2013 – Training.

The training and consulting we provide will teach you much more than "how" to use Business Contact Manager. We will teach you "how" to use the various components together and "why" you would want to do this to get the most out of your CRM.

Training topics are customized to meet your needs. We provide you with a training topics list and let you decide what areas of training makes the most sense for you or your organization. Based on your training requirement we will be able to determine the length of the training session needed and if any up front consulting is needed to help prepare for a successful training.

Business Contact Manager for Outlook 2013 - Training options.

Virtual One-on-One Training. We work with you remotely in your location, on your computer over the Internet and phone. We offer this training and consulting in hourly increments so you pay for only for the training and consulting that fits your needs.

On-Site Training and Customization. This training is provided to a group of employees or for one person. One-on-one training is offered in at an hourly fee. Group training is offered for a flat fee based on number of employees.

All Business Contact Manager for Outlook 2013 training is provided by Laura Leist, MOS, CPO.

Why Eliminate Chaos?

Experience. Expertise. Trust.

Eliminate Chaos is one of a few national companies that has the experience and expertise to provide you with a complete Business Contact Manager (BCM) solution customized to your business needs. Before you will be ready to use BCM, you will need to have it installed on your individual computer or configured on your server. While many IT Specialists are familiar with Contacts in Microsoft Outlook, they are not experienced with deploying Business Contact Manager on your Microsoft Server or configuring it to work on individual computers. This is often where our work begins...

Our IT consulting team has implemented this product in countless environments. Once the database has been properly installed and configured, we will work with you to customize the database to your needs. We recognized that there is no one-size-fits-all solution and that is where our expertise shines through. At this point, one of our Specialists will work with you to understand your business and processes and what information you need to be able to report on and use from BCM. Then your existing data from another system will be analyzed so we can define the custom fields we will add to your database before we map and import your information. Finally, you are ready for training and by now because we've worked with your every step of the way, we will know what is important to you to be covered in training and your live data will be ready to use during the training session.

We don't outsource any of this work; rather it's all completed by our employees who have knowledge of each part of your project. We hope you will put your trust in us, as so many have done in the past, to provide you with a complete Business Contact Manager solution designed to make you more productive and profitable.

Certifications.

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Let's Talk.

Call us to discuss how a more efficient and supportive working environment can help your organization be more productive and profitable. Our hands-on approach guarantees immediate results.

Your Investment.

Each project is unique – fees are billed by the hour and vary depending on the Specialist.

 

  • Business Services
    • Paper Flow and Information Management
    • Workspace Organization and Space Planning
    • Productivity Assessments
    • Microsoft Business Contact Manager
    • Microsoft Exchange Migrations
  • Visit our business services site
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  • Business Services
    • Paper Flow and Information Management
    • Workspace Organization and Space Planning
    • Productivity Assessments
    • Microsoft Business Contact Manager
    • Microsoft Exchange Migrations
  • Visit our business services site