Business Contact Manager (BCM) for Outlook adds contact management capabilities to Microsoft Office Outlook 2013, 2010 and 2007, so you can more easily manage contact information and sales and marketing activities all in one place. Office Outlook 2013, 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.
The following is an outline of the BCM 2010 course. BCM for Outlook 2013 covers a similar range of topics.
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?
Get your
business records into Business Contact Manager
Manually enter data into Business Contact Manager forms
Move or copy Outlook contacts into Business Contact
Manager
Move or copy Outlook contacts to Business
Contact Manager
Run your business with Business
Contact Manager
Set up Business Contact Manager for
your business
Get familiar with Business Contact
Manager features and options
More features
Set
options and use features in Business Contact Manager
(the Backstage view)
Get help with Business Contact
Manager
Unit 2
Try Business Contact Manager with sample data
Hands
on experience working with a sample business database
Unit 3
Use the workspaces
Master your Business Contact
Manager workspaces
The elements of a Business Contact
Manager workspace
Use and modify the Business Contact
Manager workspaces
The tabs area
Modify the
Reading/Preview Pane
How record types work together
in Business Contact Manager
Master your Business
Contact Manager workspaces
Use records in Business
Contact Manager
Work with records
Unit 4
Contact Management
Store information about your
Accounts in Business Contact Manager
Manage your
potential customers or leads in Business Contact Manager
Create Leads
Create leads from e-mail messages or by
importing
Sales
Create an Opportunity record
Edit an Opportunity record
Mark an Opportunity as
closed
Track the tasks that are required to close or
win an Opportunity
Manage your Products and Services
in Business Contact Manager
Manage your potential
customers or leads in Business Contact Manager
Qualify, or score, Leads
Marketing
Create and
launch a mass e-mail or direct mail print marketing
activity
Track or analyze marketing activities
Create and use Call Lists in Business Contact Manager
Unit 5
How to – carry out various tasks
Unit 6
Use Business Contact Manager records
Link records and
Outlook items
Search
Filter
Track
communications
Link and track e-mail messages in
Business Contact Manager
Use phone logs in Business
Contact Manager
Unit 7
Advanced course topics
Information about the
Advanced course and links to resources.
Backup and
restore
Chart and report data
Import and export
Share data
Stay productive when you're out of the
office
Manage your database
Business Contact Manager for Outlook 2007 course
topics are a selection taken from the following:
1.
Installing Business Contact Manager
Installing and
Updating Business Contact Manager
Managing Databases
2. Working with
Business Contacts and Accounts
Working with Business
Contacts
Working with Accounts
Linking Business
Contacts and Accounts
Adding Additional Information
for Accounts and Business Contacts
Adding
Communication History Items
3.
Viewing Your Data
Business Contact Manager Home
Understanding Views
Customizing Your Views
4. Categorizing Business Contacts, Accounts, and
Opportunities
Creating and Editing Categories
Categorizing Database Items
5.
Finding Your Data
Simple Searches
Using the Query
Builder
Applying Filters
Working with Search
Folders
6. Managing Your Calendar and Tasks
Viewing and Navigating the Calendar
Linking
Appointments with Business Contacts and Opportunities
Adding Appointment Details
Categorizing Activities
Finding Activities
Working with Tasks
7.
Opportunity Management
Adding and Removing
Opportunities
Adding Communication History Items
Viewing Opportunities
Managing Products and Services
8. Writing Letters
and Campaigns
Creating a Mail Merge in Microsoft Word
Implementing Marketing Campaigns
9.
E-mail
Sending e-mails to a Business Contact
Auto-Linking
10. Managing Projects
Creating a Project
Working with Project Tasks
Tracking Business Projects
11. Reports
Basic Reports
Working with Reports
Customizing a
Report
12. Creating a Dashboard
Viewing Your Dashboards
Customizing Your Dashboard
13. Customizing Your Database
Adding New
Fields to Forms
Modifying Placement of Custom Fields
Managing Drop-Down Fields
14. Offline
Databases
Creating an Offline Database
15.
Database Maintenance
Import and Export
Sending
Data Between Outlook and Business Contact Manager
Backup and Restore
Database Maintenance
The above outlines are indicative of the course topics
and will be adapted to suit client needs.
Contact us for
details.