Business Contact Manager For Outlook 2013 -
The Ultimate Guide to Business Contact Manager for Outlook 2013
This functionality transformed BCM from a single-user tool into a team-based CRM system. Employees across an office could access the same customer data, ensuring everyone had up-to-date information on leads, accounts, and ongoing sales opportunities.
You can track potential deals from lead to close. BCM enables you to: Assign a monetary value to deals. Estimate close dates. Set probability percentages to forecast sales. 3. Customizable Business Forms business contact manager for outlook 2013
While BCM was struggling with its identity as a "heavy add-in," the market shifted.
By the time Outlook 2013 arrived, BCM had matured into a powerful tool that could help users improve customer service, boost sales effectiveness, and streamline marketing efforts—all without additional software costs (beyond an Office license). The Ultimate Guide to Business Contact Manager for
If you're looking for a comprehensive CRM solution that integrates well with Outlook 2013, I recommend . While it's not the cheapest option, its seamless integration and robust features make it a top choice.
: Some users reported that when attempting to link emails to business contacts, the process would freeze at the "preparing..." stage and never complete. BCM enables you to: Assign a monetary value to deals
This architecture was a double-edged sword.
Business Contact Manager for Outlook 2013 was Microsoft's ambitious attempt to bring CRM capabilities to the millions of small businesses already using Outlook. For its time, it offered remarkable functionality: customizable forms, sales pipeline tracking, marketing campaign management, and team collaboration through shared SQL databases.
Minimum 2 GB RAM (4 GB recommended for larger databases). Critical Compatibility Note
Microsoft intended for BCM users to eventually transition to Dynamics 365 Sales, its flagship CRM platform. While significantly more powerful and complex, it's the "official" evolution of BCM's feature set within the Microsoft ecosystem. You can also consider Outlook Customer Manager (OCM) , a cloud-powered, light CRM included in some Office 365 plans (now Microsoft 365), though Microsoft also discontinued it in 2020.