Microsoft Business Contact Manager 2010Download Course Outline

This is the outline of our Microsoft Business Contact Manager course - Duration: 1 day

Business Contact Manager is an add-on to Microsoft Outlook 2010. It offers powerful customer and contact management tools to help you save time, improve sales and marketing and offer better customer service. Business Contact Manager lets you work with the familiar Outlook interface to manage all of your contact, prospecting and customer information. It also offers an easy method to share this data amongst your colleagues, so that you can all be aware of your customer or prospect history.  This course will give you the skills to work with Business Contact Manager, configuring your customer and contact data, linking it with emails and meeting details, and sharing the results with colleagues. This course will show you how Business Contact Manager can make you more organised, find and manage contact details and history quickly and easily making you more efficient and productive in your work.

To get the most out of this course you should have a basic understanding of Outlook 2010, to manage email, contacts and diaries. You don't need any specific experience of contact management systems, but you should want to learn how to manage contacts, prospects, opportunities and other contact based information.

We specialise on on-site training and can come to you to run our course either on your PC's or provide our own high specification equipment. If you want specific training for your staff, we're happy to customise this course to your requirements, adding or removing topics as necessary.

You can find our BCM 2010 FAQ on our blog here.

Microsoft Business Contact Manager 2010 course content

Download a PDF course outline using the link on the right.

An Introduction to Business Contact Manager

  • Accurately distinguish the extra facilities added to Outlook by Business Contact Manager.
  • Understand how Business Contact Manager stores data.

Accounts and Contacts

  • Understand how Accounts and Contacts relate to each other and Outlook Contacts
  • Add, search and maintain Accounts and Contacts

Customised Fields

  • Extend the data held in Business Contact Manager with customised fields.
  • Customise the main Business Contact Manager Screens.
  • Sort, Search and Report on customised fields 

Create Marketing Campaigns

  • Create email and mailshot marketing campaigns to contacts, and/ or leads.
  • Generate general campaigns
  • Link marketing campaigns to leads and opportunities

Using Opportunities and Projects

  • Use opportunities and Projects to track pre-sale opportunities, and manage Tasks and Projects
  • An Introduction to Business Contact Manager
  • Accurately distinguish the extra facilities added to Outlook by Business Contact Manager.
  • Understand how Business Contact Manager stores data.

Autolinking Existing Emails 

  • Use the “manage email autolinking” facilities in Business Contact Manager to build histories based on existing email data.

Creating Business Histories

  • Link Email, Tasks and Diary items to Accounts, Contacts, Opportunities and Projects.
  • Use the Email Auto-link and Link to record menu icons 
  • View and manage Business Histories linked to Accounts,  Contacts, Opportunities and Projects

Using Categories

  • Use Outlook Categories to segment and select all Business Contact Manager data 

Sharing BCM data and Databases

  • Share BCM databases and manage multiple BCM datasets.
  • Work with BCM data offline on Laptops and Mobiles

The BCM Dashboard

  • Navigate between the different elements of Business Contact Manager using the Dashboard
  • Customise the Dashboard to show other relevant data.

We also offer this course as Live Online Learning - follow this link to learn more.