Business Contact Manager For Outlook 2013 | GENUINE × WALKTHROUGH |

Access over 20 pre-built reports covering sales pipelines, marketing success, and customer service history.

You could create marketing campaigns (email blasts, mailings, phone calls) and track which business contacts were part of which campaign. You could then measure how many opportunities originated from a specific marketing effort.

Adjust the default criteria for qualifying leads to align with your sales team's definitions.

BCM for Outlook 2013 was released as a compatibility pack to allow databases from 2007 and 2010 versions to run in the newer interface. business contact manager for outlook 2013

If it remains disabled, look under in the dropdown menu, select BCM, and click Enable . Database Connection Errors If Outlook cannot communicate with your SQL database:

: Offers tools to visualize sales funnels and export numerical data directly to Microsoft Excel for reporting.

BCM automatically links emails, calendar appointments, tasks, and notes from a specific contact to their overarching Account record. 2. Lead and Sales Pipeline Tracking Access over 20 pre-built reports covering sales pipelines,

The add-in came with a free SQL database (Microsoft SQL Server Express) that could hold up to 10GB of storage, making it suitable for thousands of contacts and a multi-year history of customer interactions.

Filter your contact database by specific criteria (e.g., location, industry, or past purchase history) to create mailing lists.

Tracking sales opportunities, revenue forecasting, and project management. Adjust the default criteria for qualifying leads to

Color-code your accounts by industry sector, geographical region, or priority level for quick filtering and reporting. Data Migration: Importing and Exporting Data

For those still using BCM today, the best long-term strategy is to plan a to a modern CRM like Microsoft Dynamics 365 Sales or eWay-CRM . These alternatives offer the same Outlook integration but with modern features such as real-time cloud access, automation, and advanced reporting. And while the legacy of Business Contact Manager lives on, the future of customer relationship management lies in the cloud.

Turn prospects into revenue by managing your sales funnel directly inside your inbox: