Managing Contacts with Microsoft Outlook 2007: Business Contact Manager

by Edward Kachinske, Timothy Kachinske, Stacy Roach

Overview

Want to learn how to manage customer, prospect, and vendor information in Microsoft Outlook 2007 Business Contact Manager? Want to use Microsoft Outlook to quickly and easily follow up on sales leads? Look no further! With minimal time investment, you can quickly and easily get up to speed on the powerful contact management functionality of Business Contact Manager. All you need is the information in this book. Managing Contacts with Microsoft Outlook 2007 Business Contact Manager clearly and concisely reviews the practical areas of Business Contact Manager, such as contact management, sales opportunity management, marketing and campaign management, and project management. It examines each area of functionality, including relevance to most businesses. Step-by-step instructions and easy-to-follow screenshots are provided throughout the book for you to easily learn the application. The book is set up in such a way that it's easy to use as you work, which facilitates a "learn by doing" approach. Managing Contacts with Microsoft Outlook 2007 Business Contact Manager is an ideal tool for all Microsoft Outlook users looking to easily manage their long lists of contacts, follow up on their leads, and increase their productivity!

Product Details

ISBN-13:	9781598636239
Publisher:	Course Technology PTR
Publication date:	01/08/2007
Sold by:	CENGAGE LEARNING
Format:	eBook
File size:	9 MB

About the Author

Edward Kachinske has written or co-written more than 25 books on CRM-related topics, including Maximizing Your Sales with Microsoft Dynamics CRM 4.0, Maximizing Your Sales with Salesforce.com, and Managing Contacts with Outlook. He is a frequent speaker at CRM-related conferences and is on the Microsoft Dynamics EC Advisory Board. Edward is the President of Innovative Solutions, a Gold Certified Microsoft Dynamics CRM Partner. He is certified in Microsoft Dynamics CRM and is a Microsoft Certified Trainer.


Stacy is co-author of Managing Contacts with Microsoft Outlook 2007 Business Contact Manager, published by Cengage Learning. Stacy is also a frequent author of articles in various newsletters for CRM publications. Stacy has been involved in the CRM industry for almost 10 years and a well known speaker on contact management subjects. In 2001, Stacy, along with Edward, started the annual conference, now called Mastering your Small Business. Stacy is the President of Power of 3 Consulting, Inc., a firm that helps customers choose, implement, and be trained on contact management CRM solutions, as well as working with customers on their business and sales processes. Stacy lives and works in the San Francisco Bay Area.


Timothy Kachinske has written more than a dozen books on CRM and non-profit management topics. Titles written by Tim include Maximizing Your Sales with Microsoft Dynamics CRM 4.0 and 90 Days to Success in Fundraising. He has 17 years of experience as a development officer for various non-profit organizations, and he has been designing CRM solutions for NFP organizations for more than a decade. Tim teaches an online class on Microsoft Dynamics CRM and a class on non-profit fundraising through a consortium of colleges and universities. He is a Microsoft Certified Trainer and is certified in Microsoft Dynamics CRM and SharePoint.

Table of Contents

Chapter 1. Installing Outlook BCM Chapter 2. Working with Contacts Chapter 3. Setting up Accounts Chapter 4. Searches & Filters Chapter 5. Managing Your Calendar Chapter 6. Working with Opportunities Chapter 7. Writing Letters & Campaigns Chapter 8. Managing Projects Chapter 9. Reports Chapter 10. Customizing Your Database Chapter 11. Setting up Offline Databases Chapter 12. Database Maintenance Chapter 13. Add-on Products & Web Resources