Business Contact Manager for Microsoft Outlook 2007 and 2010 Training Course

1-day course

Business Contact Manager (BCM) for Outlook adds contact management capabilities to Microsoft Office Outlook 2010 and 2007, so you can more easily manage contact information and sales and marketing activities all in one place. Office Outlook 2010 and 2007 with Business Contact Manager provides new capabilities that help you organise all your customer information, manage sales leads, track marketing activities, and centralise project information in the familiar Office Outlook environment.

Students should have attended the Outlook courses from Foundation to Advanced level or have knowledge of the topics covered.

BCM for Outlook 2010 course contents:

Unit 1 Business Contact Manager for Outlook 2010
What is Business Contact Manager for Outlook 2010?
Manage your customer information
Manage your sales activities
Create and track your marketing activities
Manage projects with timelines and templates
Customize to fit your business needs
Terminology
Get familiar with Business Contact Manager features and options
Find Business Contact Manager in Outlook
Business Contact Manager Folders
The Business Records folder
Learn about Business Contact Manager in the Welcome Center
Exercise One Switch to the sample business database
Track important business details on the Dashboard
Use gadgets in Business Contact Manager
Use the Business Contact Manager workspaces
Display a workspace
Change Business Contact Manager settings and options or get help

Unit 2 Use the workspaces
Master your Business Contact Manager workspaces
What’s in a workspace?
Why use the workspaces?
Access the workspaces
The elements of a Business Contact Manager workspace
Use and modify the Business Contact Manager workspaces
Add or remove a gadget
The tabs area
See the information you want on a tab
Add a tab (and filter the list)
Rename, edit, move, or remove a tab
Sort the information on a tab
Add or remove columns from a tab
Display address or business cards on a tab
Modify the Reading/Preview Pane
Choose the sections that are displayed in the Reading/Preview Pane
Reorder, minimize, or remove the sections in a Reading/Preview Pane
Hide the Reading/Preview Pane
Exercise Two Add and modify a gadget

Unit 3 Get your business records into Business Contact Manager
Manually enter data into Business Contact Manager forms
Create a Business Contact or Lead record from an e-mail message
Move or copy Outlook contacts to Business Contact Manager
Move Outlook contacts to a Business Contact Manager folder
Move an open Outlook contact
Copy an open Outlook Contact
Run your business with Business Contact Manager
Track sales opportunities
Track leads
Market your products and services
Plan and track business projects
Exercise Three Track a Lead
Set up Business Contact Manager for your business
Get your business information into Business Contact Manager
Link records
Track e-mail messages
Create and customize forms
Share data with your co-workers
Set options and use features in Business Contact Manager (the Backstage view)
Access Business Contact Manager options and features in the Backstage view
Get help with Business Contact Manager
Use the Help built into Outlook with Business Contact Manager
Connect to Office.com
Watch a video
Turn on logging to aid in trouble-shooting
Contact Microsoft Help and Support

Unit 4 Contact Management
Store information about your Accounts in Business Contact Manager
Open an Account form
History page
Use Business Contacts in Business Contact Manager
Create new Business Contact records
Manually add a new Business Contact record
Import Business Contacts from another program
Move or copy Outlook contacts into Business Contact Manager
Create a Business Contact record from an e-mail message
Convert a Lead record into a Business Contact record or convert a Lead into a Business Contact
Edit Business Contact records
Filter your list of Business Contacts

Unit 5 Use Business Contact Manager records
Link records and Outlook items
Link Business Contact Manager records
Link an Account to a Business Contact
Link a Business Contact to an Account
Link an Account or Business Contact to an Opportunity or Business Project
Link a record to a marketing activity for tracking
Select a Business Contact Manager record to link
Link a file to a Business Contact Manager record
Search
Search your records in Business Contact Manager
Filter
Filter records in Business Contact Manager
Filter data in lists
Track communications
Track your communications with customers in Business Contact Manager
Use a Business Activity form
Link and track e-mail messages in Business Contact Manager
Link e-mail messages to records
Automatically link e-mail messages to records
View the e-mail messages that are linked to a record
Automatically link e-mail messages to records
Set up E-mail Linking and Tracking
Link past messages to your Accounts and Business Contacts
Use phone logs in Business Contact Manager
Keep your details straight—use business notes in Business Contact Manager

Unit 6 Organize Business Projects in Business Contact Manager
Create a new Business Project
Create a Business Project from an Opportunity
Add project tasks
Assign a project to a co-worker
Manage your Business Projects
Edit a Business Project
Link communication history items to a Business Project
Link a new communication history item
Link existing communication history items
Attach files and items to a Business Project
Create a project template
Create a Business Project from a project template
Delete a Business Project
Use project tasks in Business Contact Manager
Create and assign a project task
Exercise Four Try It! Set Up a Business Project to manage a trade show
Exercise Five Try It! Create a new form
Convert a record
Exercise Six Try It! Convert a record

Unit 7 Manage your potential customers or leads
Create Leads
Create a new Lead record
Create leads from e-mail messages or by importing
Create a lead from an e-mail message
Import and export Lead records
Qualify, or score, Leads
Score or rate your leads
Customize Lead scoring criteria
Assign Leads
Edit more than one Lead at a time
Convert a Lead into a Business Contact
Create reports from Lead records
Sales
Track potential sales opportunities in Business Contact Manager
Create an Opportunity record
Open an Opportunity form
Complete the Opportunity form
Opportunity information.
Linked account or business contact
Customize lists on the Opportunity form
Customize sales stages and sales activities
Delete sales stages and sales activities
Edit an Opportunity record
Change the Account or Business Contact that is linked to an Opportunity record
Link Communication History items to an Opportunity record
Assign an Opportunity to a co-worker
Mark an Opportunity as closed
Track the tasks that are required to close or win an Opportunity
Exercise Seven Try It! Track a Sales Opportunity from Start to Close
Manage your Products and Services in Business Contact Manager
Create and import a list of products and services
Add a product or service to the list
Edit a product or service item
Delete a product or service item
Add a product or service to an Opportunity record
Modify product and service items in an Opportunity record
Change the currency used in your items list
Use the sales pipeline and sales funnel gadgets
View and interpret the Sales Funnel gadget
View and interpret the Sales Pipeline gadget
Change the information that is displayed in the Sales gadgets
Create reports on sales by product
Marketing
Market your products and services in Business Contact Manager
Create and launch a mass e-mail or direct mail print marketing activity
Plan the activity
Create the marketing content in Outlook, Word, or Publisher
Launch a marketing activity
Track or analyze marketing activities
Add the name of a marketing activity to Account, Business Contact, Lead, or Opportunity records
View the results of a marketing activity
Where do the tracking numbers come from?
Analyze a marketing activity or campaign
Display a marketing gadget
Use gadgets to analyze marketing activity results
Use marketing reports
Create and use Call Lists in Business Contact Manager
Promote your business through phone calls
Create a call list
Make and track your calls using a call list
Measure the effectiveness of your marketing call lists
Exercise Eight Try It! Call Potential New Customers

Unit 8 How record types work together in Business Contact Manager
The record types
Why link records together
Use records in Business Contact Manager
Add a new record
Work with records
Find and edit a record
Link or attach a file to a record
Set up a meeting or appointment while viewing a record
Flag a record for follow up
Categorize records
Filter records
Send an Account or Business Contact record in an e-mail message
Print a record
Access Business Contact records when you're away from the office
Customize a form

Unit 9 Chart and report data
Use reports and charts in Business Contact Manager
Open and modify a report
Change the layout of a report
Correct data errors in a report
Create a chart from a report
Export a report to Excel or another program for analysis
Create reports on sales by product

Unit 10 Advanced course topics
Backup and restore
Why you should back up your Business Contact Manager data
Restore data to a Business Contact Manager database
Chart and report data
Open and modify a report
Modify a report to make it more useful
Print a report
Launch a marketing activity from a report
Open a report from a gadget
Import and export
Share data
Stay productive when you're out of the office
Manage your database

The above outlines the range of topics covered in this course. Courses can be tailored to suit client needs and the instructor will adapt the course and range of topics covered to ensure trainees receive the maximum benefit possible from their training day. Contact us for details.

For further details, or to book a course, please contact us:
email: training@ictwizard.com
telephone: 01382 453447

Our Outlook courses include:

Microsoft Outlook 2010 Foundation

Microsoft Outlook 2010 Intermediate

Microsoft Outlook 2010 Advanced

Microsoft Outlook 2007 Foundation

Microsoft Outlook 2007 Intermediate

Microsoft Outlook 2007 Advanced

Business Contact Manager 2007

Business Contact Manager 2010

Microsoft Outlook 2003 Foundation

Microsoft Outlook 2003 Advanced

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