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Automatically link emails, appointments, and phone logs to specific contact records.
Business Contact Manager (BCM) for Outlook 2013 is a powerful customer relationship management (CRM) tool specifically designed for small businesses to manage sales, marketing, and customer service within the familiar Outlook environment. 💼 Core Management Features business contact manager for outlook 2013
: Centralizes all customer data, including phone calls, emails, and shared documents, in one accessible location. Sales Cycle Tracking Automatically link emails, appointments, and phone logs to
and navigate to the Business Contact Manager menu. Click on Manage Business Data and select Export . Sales Cycle Tracking and navigate to the Business
: Uses a free SQL database (up to 10GB) to store interaction history, including emails, phone logs, and documents.
| Product | Integration Level | |---------|------------------| | | Mail merge using BCM contacts/accounts. | | Excel 2013 | Import/export BCM data; use Excel as data source for leads. | | Lync/Skype for Business | Click-to-call from BCM contact; log call as activity. | | SharePoint 2013 | Link documents in a SharePoint library to BCM records (via hyperlink). | | Power BI (limited) | Export BCM data to Excel then load to Power BI. |
Once installed, BCM adds new tabs and folders to your navigation bar. Create a Business Contact : Go to the People/Contacts section, click New Contact