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CRM solutions from Microsoft

Microsoft Outlook Business Contact Manager is Customer relationship management CRM software that extends the way you use your customer contact data, for example the records you keep in Microsoft Outlook, to improve your sales, marketing and customer service processes.

Business Contact Manager and Microsoft Dynamics CRM 3.0

Solution 1: Outlook with Business Contact Manager (BCM)

Outlook Business Contact Manager 2007 provides a cost-effective database within the familiar interface of Microsoft Outlook. It is included with Office 2007 Small Business Edition.

This product lets you organise your business contacts, track sales activities, analyse sales performance as well as link emails, to-do lists and related documents, so all the customer information you need is available in a single location.

Download a free 30-day trial of Office 2007 Small Business Edition with Outlook with Business Contact Manager here

How to buy Outlook 2007 with BCM1 PC2-5 PC5-25 PC25+ PC

Computer store, boxed software



An IT consultant can help you make the right IT investment for your company, and help manage that investment. They can also advise on volume discounts for 5 PCs and above, or how to obtain your software through leasing



Talk to an IT consultant about Microsoft Dynamics CRM 3.0 (see below)


Solution 2: Dynamics CRM 3.0 Small Business Edition

The new Microsoft CRM 3.0 Small Business Edition is designed with growing businesses in mind. This edition also offers easy migration of customer information stored in Microsoft Office Outlook with Business Contact Manager.

No matter how simple or complex your sales processes are, Microsoft CRM 3.0 Small Business Edition provides easy-to-use features and capabilities to help you improve the way you target new customers, manage marketing campaigns, and drive sales activities.

By helping you offer customers targeted, relevant information about the products and services that they are interested in, Microsoft CRM 3.0 Small Business Edition helps you take advantage of opportunities to enhance customer relationships while giving your company the ability to maximise both up-sell and cross-sell.

How to buy Microsoft Dynamics CRM 3.01 PC2-5 PC5-50 PC50+ PC

An IT consultant can help you make the right IT investment for your company, and help manage that investment. View a list of Microsoft Partners who specialise in Microsoft Dynamics CRM solutions for smaller companies here.




Find out how Microsoft CRM solutions can help you...

Advanced contact, email and calendar management

Use Outlook 2007 with Business Contact Manager to manage all your contacts in one place and track information about sales opportunities, accounts, and individual business contacts.

Sales lead management

Stay on top of opportunities, and maximise sales by more effectively tracking leads using Outlook 2007 with Business Contact Manager. Create a contact page containing essential information for every business opportunity; set reminders, rules or alerts to follow up; and store other data as the customer relationship grows.

Information on customer needs and history

Microsoft Dynamics CRM offers a centralised, customizable view of sales and support activity along with complete customer history. Using Dynamics CRM 3.0, you can forecast sales, measure business activity and performance, track sales and service success, as well as identify trends and problems. Customer information stored on Outlook 2007 with Business Contact Manager can be easily migrated to Dynamics CRM.

Customer service interactions and management tools

Using Dynamics CRM, employees can:

Quickly assign, manage, and resolve incidents with automated routing, queuing, and service request escalation. Additional features include case management, communications tracking, and auto-response e-mail.

Create, assign, and manage customer service requests from initial contact through resolution, as well as other communications and activities.

Easily view, update, and share customer service information across teams and departments.

Tracking and analytic features

Using Dynamics CRM, employees can:

Maintain a detailed library of information on competitors, and then associate that information with opportunities and sales literature. Track competitor activity by product, region, or other criteria.

Track information on prospective customers, and then qualify and assign inquiries. Automatically route leads to the right salespeople or teams.

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