Business Contact Manager For Outlook 2013

Core Capabilities

Business Contact Manager (BCM) for Outlook 2013 is a free Microsoft add-on that provides basic Customer Relationship Management (CRM) tools directly within the Outlook interface. It allows small business owners to track sales, manage marketing campaigns, and organize customer data without needing complex external software.

• Convert spreadsheet columns to BCM Opportunity fields (Account, Contact, Opportunity Name, Stage, Close Date, Estimated Revenue) and import via the Import tool; map carefully.

, and enter details like company name, job title, and linked records. Group Contacts : You can organize leads and clients by selecting Home > New Contact Group to group people for targeted marketing or projects. Import Existing Lists Import/Export wizard File > Open & Export to bring in contacts from a CSV file. Microsoft Support 3. Key CRM Functions Lead Tracking business contact manager for outlook 2013

Business Contact Manager

Then, the bar jumped to 100%. A chime sounded. Outlook reopened, looking crisp and sterile. On the ribbon, a ghostly tab appeared: . Core Capabilities Business Contact Manager (BCM) for Outlook

1. Capture lead (import, manual entry, web capture).
2. Qualify with tasks/phone calls within 48 hours.
3. Convert qualified leads to Opportunity and Business Contact.
4. Assign owner and next steps; schedule follow-ups.