Microsoft Office Outlook 2007 with Business Contact Manager Product Overview

Published: 2006-03-27
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On This Page
Organize Customer Information in One PlaceOrganize Customer Information in One Place
Manage Your Sales OpportunitiesManage Your Sales Opportunities
Track Your Marketing ActivitiesTrack Your Marketing Activities
Centralize Your Project InformationCentralize Your Project Information

Office Outlook 2007 with Business Contact Manager adds complete small business contact management capabilities to Microsoft Office Outlook 2007, so you can more easily manage contact information and sales and marketing activities all in one place. Office Outlook 2007 with Business Contact Manager provides new capabilities that help you organize all your customer information, manage sales leads, track marketing activities, and centralize project information in the familiar Office Outlook 2007 environment.

Organize Customer Information in One Place

Office Outlook 2007 with Business Contact Manager helps you manage all your customer and contact information in one place, so you can stay organized and respond more quickly and effectively to customers.

Track, view, and access customer and prospect information in a central place in Office Outlook 2007, including contact information, e-mail messages, phone calls, appointments, notes, and documents.

Integrate customer contact information and financial history when you use Office Outlook 2007 with Business Contact Manager along with Microsoft Office Small Business Accounting 2007.

Track billable time on your Office Outlook 2007 calendar and automatically send it to Office Small Business Accounting 2007 for customer invoicing.

Use new customization features to define and capture the information that is most relevant to your sales and business processes.

Share customer and prospect data across your company with security-enhanced multiuser access, so that employees have access to the information they need to respond to customers.

Work offline when you're out of the office. You can view and enter information for Office Outlook 2007 with Business Contact Manager from your laptop, and synchronize your data when you return. You can also view all your business contact information from your Microsoft Windows Mobile-based Pocket PC.

Import contact information from other Microsoft Office system programs with a single click.

Office Outlook 2007 with Business Contact Manager integrates your contact and customer information

Integrate all of your contact and customer information and history—including communications, tasks, and appointments—with your e-mail and calendar in Office Outlook 2007.

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Manage Your Sales Opportunities

Powerful new tools simplify lead and customer management so you can easily track, prioritize, and manage sales leads from the initial opportunity through final sale.

Organize sales leads and opportunities together within Office Outlook 2007, including contact information, communications history, documents, sources of leads, and probability of closing the sale.

Get a consolidated view of your sales pipeline across the company by using the customizable dashboard to summarize your important business metrics, forecast sales, and prioritize business tasks.

Forecast sales easily using a variety of customer, lead, and opportunity reports with advanced capabilities to sort, filter, and drill deeper for more details, and export to Microsoft Office Excel 2007 for further analysis.

Convert sales opportunities into quotes, orders, and invoices when you use Office Outlook 2007 with Business Contact Manager and Office Small Business Accounting 2007 together.

Office Outlook 2007 with Business Contact Manager dashboard

The new information dashboard provides a snapshot of your sales pipeline to help you make decisions and stay focused on your priorities. View a larger image.

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Track Your Marketing Activities

Easy-to-use tools help you distribute and manage personalized marketing communications, and track responses in-house. Office Outlook 2007 with Business Contact Manager works with Microsoft Office Publisher 2007 to help you track and manage marketing campaign activities including compiling your mailing list, distributing materials, and tracking your results.

Use tools that guide you through the process of creating marketing campaign activities.

Create custom mailing lists by filtering customer and prospect data from within Office Outlook 2007 with Business Contact Manager.

Use improved mail merge capabilities to send personalized publications created in Microsoft Office Word 2007, Office Publisher 2007, or Microsoft List Builder.

Track and assess responses to determine your campaigns overall effectiveness. Marketing materials are automatically included in customer and prospect communications history after sending.

Outlook 2007 with Business Contact Manager step-by-step guides

Step-by-step guides lead you through the process to create marketing campaigns. View a larger image.

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Centralize Your Project Information

Office Outlook 2007 with Business Contact Manager gives you a single place in which to store all your project-related tasks and information. New capabilities streamline your project management, improve teamwork, and make it easier to follow up on project tasks.

Use the new Business Projects feature to track project information in one place, including documents, e-mail messages, notes, attachments, meetings, and activities.

Share project information across your company so that the right people have access to the project information they need to work effectively, using security-enhanced, multiuser access capabilities.

Assign project tasks to others and automatically transfer task information to their individual task lists using the Project Tasks feature. These tasks appear on the Office Outlook 2007 To-Do Bar and within Outlook 2007 reminders for easy follow-up.

Office Outlook 2007 with Business Contact Manager centralized project information

All of your project information is collected in one place. View a larger image.

The information contained on this Web site relates to pre-release software products, and may be substantially modified before the commercial release. This information is provided for informational purposes only, and Microsoft makes no warranties, express or implied, with respect to this Web site or the information contained in it.


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