- #MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER TUTORIAL SOFTWARE#
- #MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER TUTORIAL PROFESSIONAL#
Also available are the stripped-down Team Edition (up to 5 users, $995) and a free, single-user Personal Edition ( inc., Professional Edition Half Stars: ). It's both easy to use and highly customizable. provides all the tools you need for tracking leads and customers, keeping track of shared activities, reporting on your sales pipeline, centralizing document management, and more. The best of the so-called "on-demand" CRM systems available today is Professional Edition ($65 per user per month).
#MICROSOFT OUTLOOK BUSINESS CONTACT MANAGER TUTORIAL SOFTWARE#
You can also enter opportunities, schedule meetings, track documents, and keep a hot list of key tasks (Maximizer Software Inc., Half Stars: ).ĬRM is one of the areas where Web-based products have become particularly appealing. Maximizer 8 ($159 direct) lets you keep track of both individuals and companies using a clear, list-based interface. The new edition supports companies as a native data type, provides better activity and calendar management, and offers additional field types and customization (Best Software SB Inc., ). (FrontRange Solutions Inc., )Īlthough Best Software's Act! contact manager has long provided basic CRM capabilities, the new ACT! 2005 Premium for Workgroups ($399.99 list) takes a big step forward with support for tracking and forecasting sales opportunities and other features. And an iGoldMine add-on ($295 per concurrent user) lets you access info over the Web. GoldMine is available in a variety of additional flavors, including a corporate version ($495) that links to Outlook and Microsoft Exchange Server. One caveat: GoldMine's interface can be confusing at times. Each user has a My GoldMine page, a personal portal showing daily activities, e-mail inbox, recently updated contacts, and the contents of any RSS feeds you choose to include. GoldMine lets you track detailed information about your contacts, schedule appointments or actions for those contacts, and track when the assigned tasks have been completed. Standalone contact managers include FrontRange Solutions' GoldMine 6.5 ($199 list). It's not a bad start, though it does suffer from feeling like the Outlook plug-in that it is, rather than a purpose-built application. It lets you track contacts and accounts, log phone calls and other interactions, manage opportunities in your sales pipeline, and run a variety of reports. The Business Contact Manager integrates into Outlook 2003, appearing as another contact list beside your standard Outlook contacts. One option to consider is the Microsoft Outlook Business Contact Manager (included with Microsoft Office Professional Edition and Small Business Edition 2003). But most businesses are likely to want something more sophisticated. Microsoft Outlook provides basic contact management capabilities in its address book, and you can share a centralized contact list if you're running Microsoft Exchange server or its equivalent.
Although the financial packages we mentioned often provide basic capabilities for tracking customer information, many companies can benefit from a more focused customer relationship management (CRM) product. Serving return customers is almost always more profitable than acquiring new ones so it pays to treat your clients well. Best Hosted Endpoint Protection and Security Software.
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