Microsoft Office Outlook 2007 with Business Contact Manager 김민국 대리 파트너기술지원센터 / 서비스사업부 ㈜다우데이타

Agenda 2007 Microsoft Office system SKU 2007 Microsoft Office system SKU Microsoft Office Small Business 2007 Overview Microsoft Office Small Business 2007 Overview Introducing Business Contact Manager Introducing Business Contact Manager BCM System Requirements BCM System Requirements BCM Features Summary BCM Features Summary BCM Features Overview BCM Features Overview Target Customers Target Customers Summary Summary

2007 Microsoft Office system SKU

Microsoft Office Small Business 2007 Overview Work more efficiently and effectively Work more efficiently and effectively Work more efficiently and effectively Work more efficiently and effectively Manage all your contact and customer information in one place Manage all your contact and customer information in one place Manage all your contact and customer information in one place Manage all your contact and customer information in one place Produce professional-looking marketing materials and campaigns in-house Produce professional-looking marketing materials and campaigns in-house Produce professional-looking marketing materials and campaigns in-house Produce professional-looking marketing materials and campaigns in-house

Introducing Business Contact Manager What is BCM? An advanced contact, account, and leads management add-in for Microsoft Outlook An advanced contact, account, and leads management add-in for Microsoft Outlook Using the SQL Server Express to host and manage the local data store for your BCM database. Using the SQL Server Express to host and manage the local data store for your BCM database. Functions as an extension to the Outlook feature set Functions as an extension to the Outlook feature set Easy-to-use interface integrated with the Outlook UI Easy-to-use interface integrated with the Outlook UI Keep track of existing customers and accounts Keep track of existing customers and accounts Track future customers or leads, identified as opportunities. Track future customers or leads, identified as opportunities. Manage all your business contact opportunities in one easy interface Manage all your business contact opportunities in one easy interface Provides a product list that can be used to track product activity Provides a product list that can be used to track product activity Generates reports for tracking data through a variety of filters Generates reports for tracking data through a variety of filters

BCM System Requirements Microsoft Office Small Business 2007 Business Contact Manager 2007 Pentium 500 MHz+ processor Windows 2003 SP1+, or Windows XP 2GB of available hard disk space (usage varies based on configuration; custom installation choices may require more or less hard disk space). 500 MB of additional hard drive space. InternetExplorer6.0orlater Internet Explorer 6.0 or later 256 MB RAM or higher 1GB of RAM (recommended). Super VGA (1024×768) or higher resolution monitor.

BCM Features Summary Organize Your Customer Information in One Place Organize Your Customer Information in One Place Centralize Project Information Centralize Project Information Create and Track Marketing Activities Create and Track Marketing Activities Manage Sales Activities Manage Sales Activities

BCM Features Overview Organize Your Customer Information In One Place Consolidate contacts and customer information Consolidate contacts and customer information Customize contact and customer information Customize contact and customer information Share customer information with coworkers Share customer information with coworkers Stay connected when you are out of the office Stay connected when you are out of the office View customer financial history at a glance View customer financial history at a glance Simplify billing Simplify billing Integrate with custom applications Integrate with custom applications

Demo Organize Your Customer Information In One Place Viewing business contact information Viewing business contact information

Demo Organize Your Customer Information In One Place Managing contact-related information Managing contact-related information

Demo Organize Your Customer Information In One Place Adding custom fields and grouping them Adding custom fields and grouping them

BCM Features Summary Organize Your Customer Information in One Place Organize Your Customer Information in One Place Centralize Project Information Centralize Project Information Create and Track Marketing Activities Create and Track Marketing Activities Manage Sales Activities Manage Sales Activities

BCM Features Overview Centralize Project Information Track, view, and access project activities and tasks in one place Track, view, and access project activities and tasks in one place Assign project tasks to others Assign project tasks to others

Demo Centralize Project Information Centralizing all your project information in one place Centralizing all your project information in one place

Demo Centralize Project Information Delegating project tasks Delegating project tasks

BCM Features Summary Organize Your Customer Information in One Place Organize Your Customer Information in One Place Centralize Project Information Centralize Project Information Create and Track Marketing Activities Create and Track Marketing Activities Manage Sales Activities Manage Sales Activities

BCM Features Overview Create and Track Marketing Activities Get step-by-step guidance for creating your campaigns Get step-by-step guidance for creating your campaigns Market more effectively with personalized communications Market more effectively with personalized communications Track marketing campaign activity by customer Track marketing campaign activity by customer Measure your campaign’s success Measure your campaign’s success

Demo Create and Track Marketing Activities Using the guide to create marketing campaigns Using the guide to create marketing campaigns

Demo Create and Track Marketing Activities Filtering contact lists to create custom mailing lists Filtering contact lists to create custom mailing lists

Demo Create and Track Marketing Activities Personalizing your marketing materials in Office Publisher 2007 Personalizing your marketing materials in Office Publisher 2007

BCM Features Summary Organize Your Customer Information in One Place Organize Your Customer Information in One Place Centralize Project Information Centralize Project Information Create and Track Marketing Activities Create and Track Marketing Activities Manage Sales Activities Manage Sales Activities

BCM Features Overview Manage Sales Activities Manage your sales leads and activities in one place Manage your sales leads and activities in one place Manage sales opportunities Manage sales opportunities Identify your best opportunities Identify your best opportunities Convert sales opportunities into quotes, orders, and invoices Convert sales opportunities into quotes, orders, and invoices Forecast sales and prioritize tasks Forecast sales and prioritize tasks Analyze your data Analyze your data

Demo Manage Sales Activities Viewing business opportunity records Viewing business opportunity records

Demo Manage Sales Activities Using the dashboard for a snapshot of business metrics Using the dashboard for a snapshot of business metrics

Demo Manage Sales Activities Funneling business reports to Excel Funneling business reports to Excel

Target Customers Small businesses with 1-25 employees. Equips business owners and sales people to manage opportunities, accounts, and individual contacts efficiently. Find important documents and information instantly. Market effectively with and print marketing campaigns. Use reporting tools to gain visibility into the sales pipeline and prioritize business tasks.

Summary Microsoft Office Outlook 2007 with Business Contact Manager Microsoft Office Outlook 2007 with Business Contact Manager provide small businesses of fewer than 50 employees provide small businesses of fewer than 50 employees Out Of Box Out Of Box  Powerful  easy-to-use capabilities  easily customizable Manage Manage  Business Contact  Sales  Marketing  Project

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