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Microsoft Office Outlook 2007 with Business Contact Manager version comparison

Office Outlook 2007 with Business Contact Manager offers powerful customer and contact management to help you save time, improve sales and marketing, and deliver better customer service. Organize and manage all of your contact, prospect, and customer information in one place. Track leads and opportunities throughout the sales cycle. Easily create, personalize, and track direct marketing campaigns in-house. And centralize your project-related information so you can stay organized and monitor tasks by using automated reminders.

In this article


Organize customer information in one place

KEY:
= Feature Included = Improved in Office Outlook 2007 with Business Contact Manager  = New in Office Outlook 2007 with Business Contact Manager

Features and Benefits Outlook 2003 with Business Contact Manager Outlook 2003 with Business Contact Manager Update Office Outlook 2007 with Business Contact Manager
Consolidated contact and customer information
Centralize customer and prospect information in Outlook, including contact information, e-mail messages, telephone calls, appointments, tasks, notes, and documents.
Home page
The new home page provides a customizable dashboard so you can view all of your important customer information and business metrics on one page.
Customize forms, fields, and lists
Tailor the type of contact information you track for your unique business needs.
Sharing
Share customer and prospect data across your company with more secure multi-user access, and then assign contacts and accounts to employees.
Offline sync
Work offline on your laptop when you are out of the office — and then synchronize your data when you return.
Synchronize Microsoft Windows Mobile–based Pocket PC
Always carry your latest business contact information with you in your Windows Mobile–based Pocket PC.
Import
Whether you are currently using 2007 Microsoft Office system programs such as Microsoft Office Excel 2007, Microsoft Office Access 2007, or Microsoft Office Outlook 2007, or other software such as ACT! to manage your contacts, the import tools help you quickly move your information to Office Outlook 2007 with Business Contact Manager.
Microsoft Office Accounting Professional 2008
You can see all of your customer financial and communication history in Office Outlook 2007 with Business Contact Manager when you combine it with Office Accounting 20081. Changes to contact information that are made in one program are quickly reflected in the other.
Track billable time
Use your Outlook calendar to track billable time and automatically send it to Office Accounting Professional 2008 for customer invoicing.

1 Microsoft Office Accounting 2008 is available in the U.S. and U.K. only.

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Manage your sales opportunities

KEY:
= Feature Included = Improved in Office Outlook 2007 with Business Contact Manager  = New in Office Outlook 2007 with Business Contact Manager

Features and Benefits Outlook 2003 with Business Contact Manager Outlook 2003 with Business Contact Manager Update Office Outlook 2007 with Business Contact Manager
Consolidated prospect and lead information
Track prospects and leads in Outlook, including contact information, communications history, documents, and source of the lead.
Opportunities
Track opportunities from the initial contact to closing of the sale. View a summary of all opportunities by type, sales stage, and probability of closing.
Sales dashboard
Get a consolidated view of your sales pipeline across your company by using the customizable dashboard to forecast sales and prioritize tasks.
Reports
Choose from a wide selection of customer and prospect reports to analyze your data. Use advanced capabilities to sort and filter on information, and then save your favorite reports for future use.
Export reports to Office Excel 2007
Export your report data to Office Excel 2007 spreadsheet software for further analysis.
Office Accounting 2008
When combined with Office Accounting 2008, Office Outlook 2007 with Business Contact Manager can turn opportunities into quotes, sales orders, and invoices in one click. 1

1 Microsoft Office Accounting 2008 is available in the U.S. and U.K. only.

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Create and track your marketing activities

KEY:
= Feature Included = Improved in Office Outlook 2007 with Business Contact Manager  = New in Office Outlook 2007 with Business Contact Manager

Features and Benefits Outlook 2003 with Business Contact Manager Outlook 2003 with Business Contact Manager Update Office Outlook 2007 with Business Contact Manager
Marketing campaigns
A wizard leads you step-by-step through the process of producing effective marketing campaigns.
Mailing list tools
Compile targeted mailing lists by filtering customer and prospect data from within Office Outlook 2007 with Business Contact Manager.
E-mail merge
Easily personalize marketing publications that are created in Microsoft Office Word 2007 and Microsoft Office Publisher 2007.
Campaign tracking
Measure your campaign’s success by automatically tracking responses by using the Microsoft ListBuilder service. 1
Communications history
The marketing materials that you send to leads and customers are automatically included in their communications history, so you can easily track campaign activity by customer.
Integration with Office Publisher 2007
Create a flyer, newsletter, e-mail message, or other publication in Office Publisher 2007, and indicate which Business Contacts or Accounts in Office Outlook 2007 with Business Contact Manager will receive your publication.

1May require purchase of an additional service. Service available only in select countries.

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Centralize your project information

KEY:
= Feature Included = Improved in Office Outlook 2007 with Business Contact Manager  = New in Office Outlook 2007 with Business Contact Manager

Features and Benefits Outlook 2003 with Business Contact Manager Outlook 2003 with Business Contact Manager Update Office Outlook 2007 with Business Contact Manager
Consolidated project information
Organize and track all of your project-related information, including tasks, e-mail messages, meetings, notes, and attachments.
Sharing
Share project-related information across your company, so that the right people have access to the project information they need.
Task assignment
Easily delegate tasks to others, and automatically transfer the task information to their Outlook To-Do Bar and reminders.

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