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Microsoft Business Contact Manager - OnlineDownload Course Outline

These are the basic outlines of our Microsoft BCM Online sessions.

Duration: 2 hours for each session

You can get more detail on these courses by viewing or downloading the PDF course outline using the link on the right.

Using the latest online technology, these sessions are brought direct to your PC or laptop in real time where you'll have a live instructor delivering an interactive experience.  All you need is a broadband connection and ideally a headset.  Please note that because you'll be using our "Virtual PC's", you don't need BCM loaded onto your computer or laptop.

These are individual sessions and you can register for one or both of them.  If you want to register for both sessions, we recommend that you take them in their numbered order.

To register for a session click here or click on the Online Training Schedule button on the left.

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

Session 1: Setting Up Accounts, Contacts and Customised Fields

    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.
    • Sharing BCM data and Databases
  • Share BCM databases and manage multiple BCM datasets.
  • Work with BCM data offline on Laptops and Mobiles
    • 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.
  • Sort, Search and Report on customised fields

 

Session 2: Opportunities, Marketing and Data Management

    Using Opportunities and Projects
  • Use opportunities and Projects to track pre-sale opportunities, and manage Tasks and Projects
    • Autolinking Existing Emails
  • Use the “manage email autolinking” facilities in Business Contact Manager to build histories based on existing email data.
    • Create Marketing Campaigns
  • Create email and mailshot marketing campaigns to contacts, an/ or leads.
  • Generate general campaigns
    • Link marketing campaigns to leads and opportunities
    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