2007 Microsoft Office System > Microsoft Outlook 2007 with Business Contact Manager

Microsoft Office Outlook 2007 with Business Contact Manager Frequently Asked Questions

Find answers to frequently asked questions (FAQ) about Office Outlook 2007 with Business Contact Manager.

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OverviewOverview
Pricing and OrderingPricing and Ordering
Integration and CompatibilityIntegration and Compatibility

Overview

Q.What is Office Outlook 2007 with Business Contact Manager?
A.

Office Outlook 2007 with Business Contact Manager adds complete small business contact management capabilities to Microsoft Office Outlook 2007, so you can organise customer and prospect information, sales and marketing activities, and project information, all in one place.

Office Outlook 2007 with Business Contact Manager provides many new and improved features that help you organise your sales leads and customer information, create and monitor marketing campaigns, and manage projects. Office Outlook 2007 with Business Contact Manager integrates sales and contact management with powerful Office Outlook 2007 e-mail and calendar features.

With customer, prospect, marketing, and project information all in one place, you are able to more easily and consistently follow up with customers and sales opportunities. Office Outlook 2007 with Business Contact Manager helps you analyse sales and customer information, track and forecast sales opportunities, create customised reports, and build successful marketing campaigns all on a small business budget.

Q.Who can benefit from using Office Outlook 2007 with Business Contact Manager?
A.

Office Outlook 2007 with Business Contact Manager is specifically intended for smaller businesses with fewer than 50 employees. It supports employees who work with customer information, including business owners, sales people, marketing managers, customer service representatives, and project managers. It is designed to work with the technology used most often by small businesses, including computer networks without a server (peer-to-peer networks), and with e-mail systems based on the most common e-mail protocols: Post Office Protocol (POP3), Internet Message Access Protocol (IMAP), or Hypertext Markup Language (HTML).

Q.What are some of the typical ways small business employees might use Office Outlook 2007 with Business Contact Manager?
A.

Employees in small businesses often have several different roles. Office Outlook 2007 with Business Contact Manager can help employees in a variety of roles:

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Small business owners. Get a complete picture of your customer, lead, and opportunity information all in one place within Office Outlook 2007.

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Salespeople. Manage sales leads and opportunities from the initial contact through close and after the sale.

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Marketing managers. Create, send, and track marketing campaigns in-house.

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Customer service representatives. Get a complete picture of your customer contacts and communications history all in one place.

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Project managers. Manage project-related information and documents, and track, delegate, and follow up on project tasks.

Q.How can Office Outlook 2007 with Business Contact Manager help me?
A.

Office Outlook 2007 with Business Contact Manager helps you:

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Organise and manage your customer information in one place.

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Manage sales leads and business opportunities throughout the sales cycle.

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Create and track marketing campaigns in-house.

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Centralise project-related information and tasks in one place.

Q.What are the tasks I can perform with Office Outlook 2007 with Business Contact Manager?
A.

With the new and enhanced features of Office Outlook 2007 with Business Contact Manager, you can:

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Share customer and financial information with ease when using Office Outlook 2007 with Business Contact Manager in conjunction with Microsoft Office Small Business Accounting 2007.

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Track and manage marketing campaigns, including compiling mailing lists, distributing materials, and tracking your results.

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Consolidate and manage project-related information in Office Outlook 2007 and manage, delegate, and follow up on project tasks.

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Get a consolidated view of your sales pipeline with the new customisable central information dashboard.

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Use new reporting features including report drill-down, filtering, and Microsoft Office Excel 2007 export capabilities.

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Customise the information you track, including item lists and reports, for your unique business needs.

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Extend your software by integrating more smoothly with other line-of-business applications developed by third parties.

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Work offline on your laptop or Microsoft Windows Mobile-based Pocket PC, and synchronize your data when you return to the office.

Q.How is Office Outlook 2007 with Business Contact Manager different from Microsoft Business Solutions CRM?
A.

There are several key differences between the two programs. Office Outlook 2007 with Business Contact Manager adds more functionality to Office Outlook 2007 and is an easy-to-use, out-of-the-box small business solution for managing and sharing customer and prospect information. It is designed to work with the technology that is most often used by small businesses, including computer networks without servers (peer-to-peer networks) and e-mail systems that are based on the most common e-mail protocols (POP3, IMAP, and HTML).

Microsoft CRM provides more advanced sales and customer service capabilities with online and offline access to centralised, server-based data. With the assistance of a technology partner, you can more deeply customise Microsoft CRM to your business processes. Microsoft CRM is designed to integrate with Microsoft Dynamics financial management solutions as well as other line-of-business systems.

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Pricing and Ordering

Q.How do I buy Office Outlook 2007 with Business Contact Manager?
A.

Purchasing options will be announced in the second half of 2006.

Q.Will Office Outlook 2007 with Business Contact Manager be included in the 2007 Microsoft Office suites?
A.

Yes. Find packaging information on the 2007 Microsoft Office Packaging page.

Q.How does Office Outlook 2007 with Business Contact Manager fit in with other Microsoft Office system programs?
A.

The Microsoft Office system provides customers with a set of programs that they can choose from to best address their business needs. Office Outlook 2007 with Business Contact Manager adds complete small business contact management capabilities to Office Outlook 2007, so you can organise customer and prospect information, communications, projects, and tasks, and manage sales and marketing activities, all in one place.

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Integration and Compatibility

Q.What are the system requirements for Office Outlook 2007 with Business Contact Manager?
A.

See the system requirements for Office Outlook 2007 with Business Contact Manager.

Q.Can I use Office Outlook 2007 with Business Contact Manager with my e-mail system?
A.

Office Outlook 2007 with Business Contact Manager is designed to work with the technology used most often by small businesses, including networks without a server (peer-to-peer networks) and with the most common e-mail protocols (POP3, IMAP, and HTML).

Q.How does Office Outlook 2007 with Business Contact Manager work with the 2007 Microsoft Office system?
A.

The 2007 Microsoft Office system provides customers with a set of programs that they can choose from to best address their business needs.

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Office Outlook 2007. Office Outlook 2007 with Business Contact Manager fully integrates contact information, e-mail messages, and tasks with Office Outlook 2007.

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Office Small Business Accounting 2007. When used with Office Small Business Accounting 2007, Office Outlook 2007 with Business Contact Manager integrates customer and financial information, billable time tracking, and opportunities that convert to quotes, orders, and invoices.

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Office Excel 2007. New reporting capabilities offer tight report integration with Office Excel 2007.

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Document attachment and association. Both Microsoft Office Word 2007 and Office Excel 2007 files can be easily associated with a particular contact, account, or project for a more detailed record.

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Mail merge. Office Outlook 2007 with Business Contact Manager custom recipient lists can be integrated with Microsoft Office Publisher 2007, Office Word 2007, Microsoft List Builder, and HTML materials to create personalized mail merge documents.

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For More Information

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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