BCM/Vista and Office 2007

1. BCM/Vista and Office 2007 An overview of three great applications provided by Microsoft.

2. Overview of MS Business Contact Manager • Add Customer Management Functionality to Outlook • Manage Customer Information • Track Sales Opportunities • Access Customer Financial Data in Microsoft Office Small Business Accounting 2006 • Use Within a Microsoft Exchange Server Environment

3. Add Customer Management Functionality to Outlook • Manage information about the companies and individuals you do business with using the Accounts and Business Contacts records so that you can easily check the standing of a specific account, filter or sort information, and personalize communications with each contact. • Track your sales opportunities to convert prospects into sales. See important information such as the sales stage, revenue potential, and probability of closing so that you can maximize your sales.

4. Add Customer Management Functionality to Outlook • See all your activities related to an account, business contact, or business opportunity consolidated in the Activity History. Associate and then quickly and easily review Outlook 2003 items and files so you are always up to speed on your important business contacts. • Run reports to quickly filter and summarize information about your business contacts and opportunities. For example, run reports to list contacts you have not communicated with recently or to see your sales forecast for the next quarter. DEMO

5. Overview of MS Business Contact Manager • Add Customer Management Functionality to Outlook • Manage Customer Information • Track Sales Opportunities • Synchronize Business Contacts with a Pocket PC • Access Customer Financial Data in Microsoft Office Small Business Accounting 2006 • Use Within a Microsoft Exchange Server Environment • Spend More Time with Customers

6. Manage Customer Information • Create, track, and manage your accounts, business contacts, and business opportunities. • Access the Activity History to see Outlook 2003 items and files associated with a specific customer or sales opportunity. • Automatically associate incoming and outgoing e-mail messages and appointments with your accounts, business contacts, or business opportunities so you can easily find them later. • Link tasks, notes, phone logs, and files to your accounts, business contacts, or sales opportunities so you can retrieve them quickly. • Attach scanned files to your contacts to help reduce the need for loose papers. DEMO

7. Overview of MS Business Contact Manager • Add Customer Management Functionality to Outlook • Manage Customer Information • Track Sales Opportunities • Synchronize Business Contacts with a Pocket PC • Access Customer Financial Data in Microsoft Office Small Business Accounting 2006 • Use Within a Microsoft Exchange Server Environment • Spend More Time with Customers

8. Track Sales Opportunities • Track your sales opportunities in Outlook 2003 to manage your sales forecasts more effectively. • Know where each opportunity stands in the sales process by using customizable reports that show your progress and help you prioritize your work. • Sort and filter your contacts and sales opportunities with views to see only the most relevant information. • Include product or service and price information related to your opportunities so you know the revenue potential and the product or service being sold. • Import price lists so you can have the most current product information for your quotes. DEMO

9. Overview of Vista: Pro’s and Con’s Pro’s: • Increased productivity • Easier to use for “end-users” • More intuitive user interface • Enhanced help features • Enhanced diagnostic capabilities • Smooth user interface using Windows Vista “Aero” • Easy to setup networking • More control over user accounts using “virtual registry” DEMO

10. Overview of Vista: Pro’s and Con’s Con’s: • Current hardware WILL need to be upgraded, some machines will NOT function with Vista • As with any new O/S, even though its from Microsoft, it will have a learning curve • Some older programs will not work with Vista or may not until a future fix is released • It will take a while, usually 1 to 2 years for Vista to become as stable as XP, this is due to bugs needing to be ironed out as with any new O/S launch DEMO

11. Office 2007 Overview