Business Contact Manager For Outlook 2013 Review
Business Contact Manager (BCM) for Outlook 2013 was designed to bridge the gap between simple email management and complex CRM systems. While Microsoft has since transitioned many of these features to newer platforms, understanding how to utilize, install, and troubleshoot BCM for Outlook 2013 remains vital for businesses maintaining legacy systems.
- Outlook 2013 (Windows) — BCM is an add-in for the desktop Outlook application (not Outlook.com or mobile).
- Windows 7 or later.
- Recommended: 4 GB+ RAM, current Office updates.
- Microsoft Dynamics 365: A comprehensive CRM solution that integrates seamlessly with Outlook 2013.
- Salesforce Sales Cloud: A popular CRM platform with robust contact management features and Outlook integration.
- Act! CRM: A contact management and sales automation tool specifically designed for small businesses.
- HubSpot Sales: A sales and contact management tool that integrates with Outlook 2013.
- New → Phone Log: link to Contact/Account, add date/time, duration, notes; choose Call Type (inbound/outbound).
Seamless Outlook integration – It wasn't a separate app. Contacts, emails, appointments, and tasks were all linked directly to business opportunities and projects inside the familiar Outlook interface. business contact manager for outlook 2013
17) Advanced tips
- Use custom fields in BCM for industry-specific data; add via Record → Customize Fields.
- Automate recurring activities with templates and task series in Outlook linked to BCM records.
- Use Excel exports for advanced pivot reports; export lists from BCM and build pivot tables/charts.
- If performance is critical and team is large, host BCM DB on full SQL Server with maintenance plans.
Marketing Campaign Tracking: BCM allows you to create and monitor various marketing activities, such as email campaigns and customer phone records. Business Contact Manager (BCM) for Outlook 2013 was
Integrated CRM: Manage accounts, business contacts, and communication history (emails, calls, and meetings) directly within the Outlook interface. Outlook 2013 (Windows) — BCM is an add-in