A very powerful and help customer relationship management, or CRM, tool to small business owners, Business Contact Manager for Outlook helps to enhance customer service, keep track of your sales while increasing and enhancing marketing.
Business Contact Manager is actually an add-on to Microsoft Outlook that helps business owners to run their business while being able to effectively store and manage personal and business information. Any small business owner should have Business Contact Manager as part of their Outlook program and here are some of the reasons why:
- All customer information in one place –and safe. You can keep all information related to your customers from appointment times and e-mail messages to documents pertaining to a particular person in one place.
- Share information with colleagues easily. You can create sharing between colleagues should someone on your team need information that you have. This is perfect to send information to sales personnel so they have the information they need to secure and close a business sale.
- Manage and stay on top of sales. You can manage all of your sales lead so that they are in an order where the most important and top priority leads are taken care of first.
- Keep track of top products as well as customers. With Business Contact Manager, you will be able to keep track of your top customers, who purchase the most, and the best-selling products, the products that sell the most, allowing you to market your top-selling products and reward your most popular customers.
- Manage calls to customers. You can group calls to customers however you wish and then you can select the customer you’d like to call and add a script for the phone call. While on the call, you can directly insert notes into the proper section. Once the call is complete, you can choose such or you can schedule a follow-up for any actions needed, an additional phone call, a brochure to be mailed out, a personal face-to-face appointment, etc.
- Assign tasks and projects to others on your team. An easy way of assigning tasks or projects to other team members is by using the Business Contact Manager. You will simply assign a project or task to a particular team member and all information will be sent directly to him or her. Not only will you know that the task has been put on their to-do list inside Outlook, but they will receive a reminder via Outlook concerning the task.
- Customize to fit your needs as a business. Each business has different needs, preferences and requirements. With BCM, you can create new record types and forms, personalize already existing forms using a visual built-in designer and create routine reports.
Adding Business Contact Manager to your already familiar e-mail program, Outlook can significantly increase your views as a businessperson. You’ll be able to keep track of and manage sales, projects and much more all through one single program. You don’t have a business with Business Contact Manager by your side!
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