What is Business Contact Manager for Outlook?

Microsoft Outlook 2013 with Business Contact Manager is a great customer relationship management (CRM) tool for small business owners because they can use it to help them improve the effectiveness of their customer service, sales, and marketing efforts.

Business Contact Manager for Outlook is an add-on to Outlook, so small business owners can use Outlook 2013 to store personal information and manage their calendars, while using Business Contact Manager for Outlook to help them run their businesses.

Business Contact Manager for Outlook is optimized for Microsoft Outlook 2013, but will also work with Microsoft Outlook 2010.

Get started using Business Contact Manager for Outlook

For information about how to get started using Business Contact Manager by creating individual records, or importing business data or Outlook contacts, see Get your business records into Business Contact Manager.

How small business owners can use Business Contact Manager for Outlook to help run their businesses

In this latest version, you can:

• Store and organize your customer's (customer: A person or company to whom your company sells products or services.) contact information in Business Contact (Business Contact: A person with whom you do business at a company or organization.) records and the companies (company: A commercial organization or a small business.) they work for in Account (Account: A business or organization with which you do business. If a service is being provided, such as dental or medical, an Account can also be a customer.) records. Plus, you can continue to link related records together to see the data and history of your business relationship.
• Customize your business forms (form: A way to collect and distribute information for items in Business Contact Manager for Outlook.) and create your own forms and record types so that you can record the information that is most important to you.
• Define your own custom criteria to qualify your leads and manage your sales processes.
• Create and track your return on investment of marketing activities (marketing activity: An action that is intended to sell or identify products and services for a selected group of recipients. Marketing activities can include call lists, e-mail messages and printed flyers. Multiple marketing activities can be part of one marketing campaign.) such as call lists, and mass e-mail campaigns.
• Keep your projects and related tasks organized in Business Projects and Project Task forms.
• Share your business data your co-workers, and take it with you when you're out of the office.
• Access just your Business Contacts on your mobile phone or by using Outlook Web Access (OWA).
• Track the performance of your business in charts and graphs on the Business Contact Manager Dashboard
• Review the information about your employees, sales, marketing efforts, expected revenue - see the information you want in one of 72 predefined reports.

For a more detailed list of Business Contact Manager for Outlook features and options, see Get familiar with Business Contact Manager features and options.

For a list of the record types in Business Contact Manager for Outlook, see How record types work together in Business Contact Manager.

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