Business Contact Manager with Outlook 2007

Personnel at all levels of the enterprise; end users seeking competency in the advanced functionality of Microsoft Outlook 2007.

Prerequisite
The Microsoft Office 2007: Beginning Outlook and Advanced Outlook learning paths or equivalent; basic knowledge of word processing and computing; familiarity with the Microsoft Windows and Office environments and an understanding of the Internet.

Expected Duration
180 minutes

Description
Microsoft Outlook 2007 with Business Contact Manager helps to save time and improve sales and marketing to ensure excellent customer service by providing customer and contact management in one central location. It allows you to easily manage all your contacts, customer information, and opportunities in one location making it easier to find and manage. It also allows you to create marketing campaigns and send them to prospective customers, as well as track any communications with your customers and contacts to ensure you stay organized. This course demonstrates how to setup Business Contact Manager with Accounts, Contacts, Opportunities, and Projects. It also demonstrates how to track and link items to records, as well as share and protect your data in the Business Contact Manager database.

Objective

Working with Business Contact Manager

  • distinguish the types of records used in BCM
  • recognize the functions of BCM interface elements
  • create an Account in BCM in a given scenario
  • create a new business contact for an account in a given scenario
  • create an opportunity in a given scenario
  • create a new account
  • add a business contact
  • create a new opportunity
  • add a product or service item
  • create a Marketing Campaign in a given scenario
  • track the results of a Marketing Campaign in a given scenario
  • create a business project in a given scenario
  • create a marketing campaign
  • create a business project

Working with Linked Items

  • link an account to an opportunity in a given scenario
  • link a file to an account in a given scenario
  • link a phone log to a record in a given scenario
  • view a communication history in a record in a given scenario
  • link an item to more than one record in a given scenario
  • move a link to another record in a given scenario
  • auto-link an e-mail message to a record in a given scenario
  • link an item to a BCM record
  • link a communication history item to more than one record
  • move a link to another record
  • auto-link an e-mail message to a record

Managing Business Contact Manager Data

  • create a report in a given scenario
  • export a report in a given scenario
  • launch a Marketing Campaign from a report
  • select a new database for your profile in a given scenario
  • delete and restore a database in a given scenario
  • export data from a database in a given scenario
  • export a newly-created report
  • change the database that is associated with a profile
  • delete and restore a database
  • export data from a database

MONTHLY SUBSCRIPTION

$129/month
 

ANNUAL SUBSCRIPTION

$1295/year

Multi-license discounts available for Annual and Monthly subscriptions.