Archive for BCM

Back to BCM after playing with CRM Live

I’ve been quite here about Outlook with Business Contact Manager (BCM) for a while because I had been playing around with Microsoft’s CRM Live early access edition. There were lots of things that I liked about CRM Live, but I’ve decided to delay implementing it in my business. The per user license fee is very […]

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Import Leads Into Business Contact Manager

It is fairly easy to import records into Outlook’s Business Contact Manager (BCM). Here are a few tips…For purposes of this post, my objective is going to be importing leads. The first step is to obtain a list of leads. There are many places you can purchase lead lists; you can also get them from […]

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Sending Template Based E-mails From BCM

Creating messages and letters from pre-defined templates is a common task performed in CRM and contact management software applications. Templates are a valuable tool for streamlining your marketing communications and activities. In this post last April, I posted about how it is not readily apparent how to accomplish this in Business Contact Manager (BCM) and […]

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How To Start Your Mail Merge From Outlook

My obsessive testing of CRM software demos has kept me away from blogging for a few days. The good news is these demos inspired to try some things in Business Contact Manager (BCM) and I discovered a few things I didn’t know. One thing that I had struggled with is creating a form letter (mail […]

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Speeding Up Business Contact Manager

One of my complaints about Outlook with Business Contact Manager (BCM) has been the responsiveness of the program. It has been sluggish for me – sometimes pausing for extended periods of time. It was getting annoying enough that I was starting to look for a new solution. In my case, the main cause of this […]

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Tracking Campaigns In BCM

As mentioned in a previous post, Outlook with Business Contact Manager (BCM) provides some basic tracking information about your campaigns. This screen shot shows a portion of the tracking page of campaign form:   This form show totals for the number of leads, opportunities, accounts and contacts that were generated by the campaign. These totals […]

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Tracking Customer Anniversary Dates in BCM

I will return to posting about tracking campaigns in BCM, but I ran into something today that I am surprised was not handled in BCM. I have outlined one solution here – please let me know if you have a different\better way of handling this. I want to keep track of when I start working […]

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Setting Up Marketing Campaigns in BCM

The main purpose for setting up a marketing campaign in Outlook 2007 with Business Contact Manager (BCM) is to help track the details and results of your marketing efforts. Creating campaigns can also help you create your marketing materials, particularly those you want to personalize (e-mail, direct mail, etc.) There are several different type of […]

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Getting Started Managing Suspects in BCM

Let’s start discussing some of the implementation details for converting suspects into prospects. By definition, suspects are people who don’t know us. From an implementation standpoint, this means we cannot solicit them via e-mail. Direct mail (letters & postcards) and telephone calls are the primary tools I use for contacting suspects. In an earlier post, […]

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Reporting Contact Activity in BCM – Correction

A while back I posted about creating an activity report in BCM for networking groups by using the category field. I need to correct that post – you need to set the category on the activity (appointment, task, etc.) record, rather than the contact record, in order for this report to work.

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