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eBook Logo - Moving from ACT! to Microsoft BCM or CRM Get our Free eBooks
Learn what business life is like after you leave ACT! and move to Microsoft Business Contact Manager or Dynamics CRM.  Lon's eBooks give you the scoop from "How to make the move" to "Your Daily Doings".  Click on the links below to download for Free!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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eBook: Moving from ACT! to Microsoft Dynamics CRM eBook: Moving from ACT! to Microsoft Dynamics CRM

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eBook: Moving from ACT! to Microsoft Business Contact Manager eBook: Moving from ACT! to Microsoft Business Contact Manager

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Microsoft Office Outlook 2007 with Business Contact Manager

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Yes, complete small business contact management is included with Microsoft Office Outlook 2007 with Business Contact Manager (known as "BCM").  You use Outlook every day - now, have your contact manager integrated into Outlook and get every incoming and outgoing email linked to History automatically!

With the new BCM 2007, you get not only business contact and account management, but there is new project management, sales opportunity, and marketing functionality built right into your email and calendar program so you can save time and stay organized using the familiar look and feel of Outlook. With new capabilities to help you centralize and access your data you can respond more quickly and effectively to your customers. 

pinpointtools can help you customize BCM, implement BCM, provide BCM training for your users, and give you ongoing support.

And the best part is we have tools to customize Business Contact Manager for Mortgage, Real Estate and Financial Advisors - and we have marketing/action plan tools for all Outlook/BCM users.

  • Track, view, and access customer and prospect information in a central place in Office Outlook 2007, including contact information, e-mail messages, phone calls, appointments, notes, and documents.

  • Use new customization features to define and capture the information that is most relevant to your sales and business processes.

  • Share customer and prospect data across your company with security-enhanced multiuser access, so that employees have access to the information they need to respond to customers.

  • Assign tasks and projects to other co-workers on your team.

  • Work offline when you're out of the office. You can view and enter information for Office Outlook 2007 with Business Contact Manager from your laptop, and synchronize your data when you return.

  • You can also view all your business contact information from your Microsoft Windows Mobile-based Pocket PC or Palm or BlackBerry or Smartphones.

  • Integrate customer information with financial data when you use BCM in conjunction with Microsoft Office Accounting 2007.

  • Use Sales Opportunities to track a deal through the sales process, then with just a few clicks convert it to an Invoice or Sales Order in Office Accounting 2007.

  • Track billable time on your Office Outlook 2007 calendar or tasks and automatically send it to Office Accounting 2007 for customer invoicing.

  • Import contact information from other Microsoft Office system programs with a single click.

  • Export data and reports to Microsoft Excel with one click.

  • Use Microsoft Publisher 2007 to design great looking emails and templates, then merge with BCM data, and track the results in BCM's marketing campaigns.

Click here for more information!


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