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Outlook 2007 Business Contact Manager For Dummies [Kindle Edition]

Karen S. Fredricks , Lon Orenstein
3.7 out of 5 stars  See all reviews (19 customer reviews)

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Book Description

Keep track of customers, coordinate projects, and implement initiatives

The fun and easy way(r) to put BCM to work and make more money in less time

Looking to make the most of Business Contact Manager? This nuts-and-bolts guide gets you up and running with this powerful software in no time. You'll take advantage of the latest features -- from customizing fields to integrating with Office Accounting -- to keep your business operating smoothly. Create quotes, orders, and invoices in a flash so you can focus on sales!

Discover how to:

* Create and manage a database
*

Organize your day
*

Share data among multiple users
*

Synchronize laptop data with a master database
*

Improve your customer relationships


Editorial Reviews

From the Back Cover

Keep track of customers, coordinate projects, and implement initiatives

The fun and easy way® to put BCM to work and make more money in less time

Looking to make the most of Business Contact Manager? This nuts-and-bolts guide gets you up and running with this powerful software in no time. You'll take advantage of the latest features — from customizing fields to integrating with Office Accounting — to keep your business operating smoothly. Create quotes, orders, and invoices in a flash so you can focus on sales!

Discover how to:

  • Create and manage a database
  • Organize your day

  • Share data among multiple users

  • Synchronize laptop data with a master database

  • Improve your customer relationships

About the Author

Karen Fredricks has 20 years of experience with contact management software, sales processes, and the effective use of technology.

Lon Orenstein is a consultant of Sales Force Automation and Customer Relationship Management strategies.


Product Details

  • File Size: 13118 KB
  • Print Length: 341 pages
  • Page Numbers Source ISBN: 0470107898
  • Publisher: For Dummies; 1 edition (February 8, 2011)
  • Sold by: Amazon Digital Services, Inc.
  • Language: English
  • ASIN: B004NSW9BS
  • Text-to-Speech: Enabled
  • X-Ray:
  • Word Wise: Not Enabled
  • Lending: Enabled
  • Amazon Best Sellers Rank: #914,410 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
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Customer Reviews

Most Helpful Customer Reviews
12 of 12 people found the following review helpful
2.0 out of 5 stars Simplistic cheerleading April 26, 2009
Format:Paperback|Verified Purchase
This book is a cheerleader for BCM. It completely omits numerous areas of discussion, most notably the serious performance issues with BCM (and of the required SQL Server Express database service).

There is no discussion of the tradeoffs of BCM versus other methods of CRM (other add-ons to Outlook, either free or commercial; stand-alone applications; and the many web-based solutions, both free and commercial).

The discussion of importing and exporting data is very superficial. For example, if you've been keeping your contact data in Outlook, it's essentially in a single table. When you import it into BCM, should you import it into Accounts, into Business Contacts, or into Opportunities? Really, you probably want some of it in each of those three tables -- yet there's absolutely no guidance in this area. How does one take what's essentially a large flat-file database and get it into what's a multi-table database? There's no good way that I can discern. I ended up importing everything twice: once into Business Contacts and once into Accounts -- then spending days fixing all the issues that resulted. (To start with, there were no links between these.) Don't even get me started about using Opportunities....

In fact, BCM has NO way to import into the Opportunities records (from Outlook) ... you can import only into Accounts or Business Contacts. So you have to enter all your Opportunities by hand (unless you were previously using ACT, the only outside application supported in a non-trivial way).

Plus, there's no warning that when you import into Business Contacts and/or Accounts, you often lose most or all of your notes formatting (not to mention that long notes get truncated).
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13 of 14 people found the following review helpful
5.0 out of 5 stars If You're Jumping Ship from ACT!, this is for you ! August 28, 2007
By Moo
Format:Paperback
Lon Ornstein might have co-authored a Dummies' book, but he's no dummy. His company is a well-known third-party developer of CRM enhancments - first with the ACT! product line and now Outlook 2007/BCM. Like all Dummies' books, this one is easy to read and understand, and gets right to the "meat" of using BCM. Highly recommended if you're trying to make the switch from ACT!, or if you need to extend the capabilities of Outlook 2007 for a small-midsize business.
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7 of 7 people found the following review helpful
5.0 out of 5 stars Gets you up and running December 11, 2007
Format:Paperback|Verified Purchase
I needed a book that would transition me from not using Business Contact Manager at all to using it in my every day routine. This book worked. The information was appropriate and presented in a logical fashion. The book was short enough that I could read it cover to cover. A good pick.
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5 of 5 people found the following review helpful
4.0 out of 5 stars A good resource.. January 30, 2008
Format:Paperback|Verified Purchase
This is a very good resource to have on hand for anyone new to Outlook's Business Contact Manager. The layout is clear, important concepts are covered and there are a fair amount of screen shots. It is easy to jump to what you need. However, for something intended for "dummies," or those of us brand new to the program, they do not spend enough time on just getting started. For example, at the beginning they tell you how to create a database (yup, I need to know that). Then they jump right into importing to it from Excel or other sources (bam! huh?). After I created my database I couldn't tell if it was there since my view in Outlook didn't change! More step by step screen shots at this point were needed. Now, how about a simple example of how to manually enter a new contact? I have a pile of business cards on my desk to input (in addition to a bunch more in Excel). A few lines on how to get one contact into my new database so I could see what's happening would have been very helpful. Start simple, right? They forgot to do so.

However, the program is quite extensive and a book simply can't give someone the knowledge a class could. The book was well worth the money as a reference tool, but I'm still looking for a class because nothing beats hands on learning.
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1 of 1 people found the following review helpful
Format:Paperback|Verified Purchase
This book is a good intro document for Outlook BCM. It covers all the basics well. Due to some shortcomings of Outlook and BCM - which are not mentioned in the book or by Microsoft - importing some data is not straightforward.

For those of us that have a very complex set of many thousands of contacts with long histories in each record the book and Outlook BCM failed to deliver.
After days of following the book exporting data from various other programs into several file types; I gave up trying to import data using the book's directions.
A few hours searching on the web provided several missing pieces that explained factors relevant to other data structures and provided work arounds. Even then some records became garbled after importing but at least there were only a couple hundred garbled and not thousands. It was a number that could be fixed manually in a few hours.
The major fault regarding import lies with limitations of Outlook - BCM.
I would fault the book only slightly for not mentioning Outlook - BCMs faults and limits.
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1 of 1 people found the following review helpful
5.0 out of 5 stars Just what we needed! May 9, 2008
Format:Paperback
I was put in charge of figuring out Business Contact Manager in our office. I got this book after many fruitless attempts at the HELP tab. The first thing I tried to find out was target marketing out of Business Contact Manager and there it was, in this book. It has made the transition from ACT way easier for us.
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Most Recent Customer Reviews
5.0 out of 5 stars Five Stars
just what I was looking for...
Published 13 days ago by Amazon Customer
1.0 out of 5 stars The book gets off on the wrong foot.
All options for configuration of the tool should be covered before getting in to the use of the tool. I found that to be distracting enough that I didn't continue reading it.
Published 5 months ago by Bill Hutchison
5.0 out of 5 stars It's not the books fault - BCM is complicated
Even with this book and 30 years of computer experience, I couldn't figure out how to set up BCM on my company computer. Read more
Published 6 months ago by doug29
3.0 out of 5 stars Outlook 2007 for Dummies Outated
The book is well organized and helpful, but with Outlook 2010 and now 2013 plus Office 365, it is in dramatic need of an update.
Published 11 months ago by Tom Ledbetter
4.0 out of 5 stars This will help..
The Business Contact Manager for Office 2007 is one of those add ons that looks like it should do so much, but there is almost no documentation on it. Read more
Published 14 months ago by NCSTec
3.0 out of 5 stars Not really a good person to review this
You should read it to really learn the system, I have just used it to troubleshoot. The quality of the book was good for my issues
Published 16 months ago by GrandmommieB
5.0 out of 5 stars Exactly for dummies...
This is and exelent book. Everyone who is having trouble figuring out Outlook 2007 should buy this book. Read more
Published on July 10, 2010 by MariVi
5.0 out of 5 stars Outlook 2007 Business Contact Manager for Dummies
This book was recommended to me by the chairman of our monthly business networking group. Since Lon Orenstein (the author) lives in Dallas, TX, the chairman invited him to present... Read more
Published on May 27, 2010 by Michael K. Fitzpatrick
1.0 out of 5 stars Dissapointed
I have NOT received the book yet and don't know what to do about it!
Published on April 23, 2010 by Herman S. Roodt
4.0 out of 5 stars Almost worth 5 stars...
This is a great book on the merits of Outlook 2007 BCM. Keeps it simple with a bit of humor thrown in.

What would make it better?
1. Read more
Published on April 21, 2010 by DHK
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More About the Author

I grew up in Nairobi, Kenya and went to high school in Beirut, Lebanon. Guess it's kind of funny that the girl who grew up without television and telephones became a computer guru! I landed at the University of Florida, decided I didn't like cold weather, and have been in Florida ever since. I live in Del Boca Vista if you're a Seinfeld fan; Boca Raton to the rest of you.

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