Outlook as a sales tool

[PhilB]

I would like to use Outlook on desktops and pocket pcs to
track sales enquiries, sales leads, diaries, orders and
all of the functions of a sales office. I would prefer
to use Outlook in stead of ACT! or Goldmine and I
wondered if anyone knew whether Outlook has the full
functionality that I'd need; whether anyone knew any
companies using Outlook for this purpose, and whether
there were any consultants or agents who could discuss
this with me.

Thanks

 

[Roady [MVP]]

Did you check out Outlook 2003 with BCM already?
http://www.microsoft.com/office/outlook/contactmanager/prodinfo/default.mspx

--
Robert Sparnaaij [MVP-Outlook]
www.howto-outlook.com

Tips of the month:
-Backup and Restore
-Create an Office XP CD slipstreamed with Service Pack 3

 

[Rich Palarea]

I'd like to see some "power uses" of BCM in action. Maybe a case study or
example or something. I'm using it and it is contact management-lite, at
best. You can't compare the richer CSM-type application of ACT! or Goldmine
to Outlook BCM. There is some cool tie-ins with Office and drag/drop
functionality, but I have not seen an obvious way to do things the way you
would in a real sales automation or customer service management application.

Rich

Did you check out Outlook 2003 with BCM already?
http://www.microsoft.com/office/outlook/contactmanager/prodinfo/default.mspx

--
Robert Sparnaaij [MVP-Outlook]
www.howto-outlook.com

Tips of the month:
-Backup and Restore
-Create an Office XP CD slipstreamed with Service Pack 3

-----

I would like to use Outlook on desktops and pocket pcs to
track sales enquiries, sales leads, diaries, orders and
all of the functions of a sales office. I would prefer
to use Outlook in stead of ACT! or Goldmine and I
wondered if anyone knew whether Outlook has the full
functionality that I'd need; whether anyone knew any
companies using Outlook for this purpose, and whether
there were any consultants or agents who could discuss
this with me.

Thanks