• Author:
  • Fredricks, Karen S.
  • Orenstein, Lon
• Subject:
  Business Applications
• Published by:
  John Wiley & Sons Inc (US)
• Published:
  09/03/2007
• Price:
  $37.99
• <  Buy this book  >

Keep track of customers, coordinate projects, and implement initiatives

The fun and easy way(r) to put BCM to work and make more money in less time

Looking to make the most of Business Contact Manager? This nuts-and-bolts guide gets you up and running with this powerful software in no time. You'll take advantage of the latest features -- from customizing fields to integrating with Office Accounting -- to keep your business operating smoothly. Create quotes, orders, and invoices in a flash so you can focus on sales!

Discover how to:

* Create and manage a database
*

Organize your day
*

Share data among multiple users
*

Synchronize laptop data with a master database
*

Improve your customer relationships

Karen Fredricks has 20 years of experience with contact management software, sales processes, and the effective use of technology.

Lon Orenstein is a consultant of Sales Force Automation and Customer Relationship Management strategies.

Introduction.

Part I: Getting to Know Your Business Contact Manager.

Chapter 1: What Is Outlook Business Contact Manager?

Chapter 2: Finding Your Way Around Business Contact Manager.

Chapter 3: Getting Down to Business Contact Manager.

Part II: Putting BCM to Work.

Chapter 4: Getting to Know Your Business Contacts.

Chapter 5: Setting Up Your Business Accounts.

Chapter 6: Color Your World with Categories.

Chapter 7: Creating Customized BCM Fields.

Part III: Organizing Your Day.

Chapter 8: Managing Your Calendar.

Chapter 9: Multitasking with the Task List.

Chapter 10: Creating Business Histories.

Part IV: Show Me the Money!

Chapter 11: Sharing Your Data.

Chapter 12: Working with Opportunities.

Chapter 13: Accounting We Will Go.

Part V: Communicating with the Outside World.

Chapter 14: Merging BCM with Word.

Chapter 15: Creating and Tracking Marketing Campaigns.

Chapter 16: Taking the Show on the Road.

Part VI: Digging In a Bit Deeper.

Chapter 17: Seek and Ye Shall Find Your Data.

Chapter 18: Measuring Your Progress with BCM Reports.

Chapter 19: Managing Your Projects and Teams.

Chapter 20: Maintaining Your Database.

Part VII: The Part of Tens.

Chapter 21: Ten Cool Things You Can Do In Business Contact Manager.

Chapter 22: Ten Cool Ways to Get Information into BCM.

Index.