Contact Management tools

These tools enhance Outlook by providing connections to Exchange Server Public Folders, databases and other contact management applications. Now first Describe the point–

What is Microsoft Outlook and why we used?

Microsoft Outlook 2000 is a “groupware” application particularly designed to enhance groupcollaboration. When used with a server running MS Exchange software, account holders share aglobal address book so that they can find and contact others easily. Global distribution lists canbe created for sub-groups such as departments or project teams. Public folders can be createdwhere groups can store and share data and use a common calendar.

Users can view free and busy times on each other’s calendars, send and receive appointments, setup meetings without having to call or exchange e-mails. They can designate others to bedelegates on their behalf and give permission for them to manage their mail or calendar.

Do not confuse Outlook with Outlook Express. Microsoft Outlook Express is the free Internetmail and news program that comes with Internet Explorer. Microsoft Outlook is a full groupware program that works with the Microsoft Exchange server.Some can be adapted not just for sales force automation, but also for project tracking and help desk.

Contact Management tools :

24-7 PersonalCRM	Customer relationship tool that integrates mail, contacts, workflow, and lead management. Also features spam blocking, customizable templates, automatic creation of contacts from incoming messages.
Account Tracking	Unsupported Microsoft sample form application.
ACCPAC CRM	Web and WAP-enabled customer relationship management application with two-way Outlook integration for contacts, calendar, and tasks.
ACT!	Contact manager, integrated with Outlook for e-mail, calendar, task, and activity functions. Includes tracking of outgoing faxes, merge to HTML mail with attachments, ability to view ACT! contact databases in Outlook address book. Contact databases can be shared.
ADAPTcrm	Multi-featured CRM system with two-way, live synchronization with Outlook. Back end is either Microsoft SQL Server or Pervasive.SQL. SDK available.
Add2Exchange for Contacts	Exchange add-on, enterprise-wide Outlook contact folder synchronization solution which synchronizes any combination of Outlook contact folders- private (mailbox) and public (group). For mobility, this solution works with any PDA, Pocket PC (cradled/wireless) or Smartphone and Outlook Web Access.
Advocate 2002	Case and billing management software that integrates with Outlook 2000’s contacts, calendar, tasks and mail.
BizAutomation CRM	Customer relationship management application built on Outlook and Exchange 2000, with sales force automation, customer service, and marketing and campaign management modules. Supports access via Outlook, web browser, or Pocket Outlook on a PocketPC PDA. Integrates with QuickBooks Pro 2003. Available either for in-house installation or by subscription as a hosted application. Version 2, now supports Exchange 2003.
Business Contact Manager	CRM add-in for Outlook 2003 included in retail and volume license versions of Microsoft Office 2003 Professional and Small Business Edition. Also see:  Business Contact Manager FAQ  Introducing Business Contact Manager  Support WebCast Introduction to Business Contact Manager
CallPlan CRM for Outlook	CallPlan extends the usefulness of Outlook’s Contacts to provide true CRM, and organizes tasks, opportunities, e-mail messages and documents in one efficient application. Use one tool, within Outlook, not separate tools for CRM, task management, and document organization.
ContactGenie DataPorter	A contact import and automated distribution tool for Microsoft Outlook 2000/2003 enabling processing of new contact information as it’s received. Supports Outlook custom forms, user-defined fields, user-defined input record selection and contact updates/deletions with field update options. Supports all major file formats including Microsoft SQL, MySQL, XML, and Outlook contact folders. Can be run via command line for unattended scheduled operation. Available in Pro, Personal, and Remote editions.
ContactGenie Importer	Import tool for Outlook contacts that lets you set up multiple field mapping templates to handle the Excel, Access, Visual FoxPro, dBase, or delimited text files that you import regularly. Can handle user-defined fields, import from Access queries or linked tables, and perform unattended imports on a schedule.
FootPrints for Exchange	Issue management solution for Exchange that could be used for a help desk, customer relationship management, software development, or other applications where you need to track “issues” and their resolution. User interface is via the web or custom Outlook forms. Connects to Exchange GAL and Active Directory, uses Exchange to send updates and alerts, and stores its data in SQL Server or Access. Web-based calendar can send and synchronize appointments with Outlook.
Gold-Vision	Customer relationship management application based on Outlook, Exchange, SQL Server and Internet Information Server. (Formerly CRM-Vision)
GoPro CRM	Customer relationship and case management system for Exchange 2000 for handling client interactions from phone calls to documents. WAP add-in for mobile access also available.
MX-Contact	Customer relationship management system for Outlook using Exchange public folders, structured like a relational database. Handles contacts, appointments, tasks, journal items, documents, and mail messages, as well as companies and opportunities. Can automatically copy contacts that a user owns from the public folder to the user’s mailbox Contacts folder. Includes tool to import into Excel for reporting, plus pre-defined Crystal Reports reports.
OfficeClip	Set of intranet collaboration applications that offer synchronization with Outlook. Available for local server installation and as a hosted application.
ONYX Connect for Microsoft Outlook	Integrates Microsoft Outlook’s scheduling and contact management with the ONYX Customer Center tool for managing, sharing, and viewing all customer information.
Opportunity Manager	Customer relationship manager tool for Exchange 5.5 SP4 or Exchange 2000 to manage contacts and track incoming and outgoing messages, appointments and documents. Pipeline module controls the sales process. Includes time tracking and reports, plus indexed search to find data in both documents (including .zip archives) and Outlook items. Software development kit available. In English, Danish and German. Does not trigger the Outlook Email Security Update prompts.
OutBooks	Connects Outlook 2000 or 2002 to a QuickBooks Pro/Premier/Accountant 2002 database so you can send bulk mails, create Outlook contacts and distribution lists from QuickBooks customers, and create appointments, tasks, and journal entries for QuickBooks customers.
OutlookCRM	Outlook-based company/customer relationship management tool adding a custom toolbar and digital dashboard to the Outlook interface. Based totally on Exchange public folders (or for single users, Personal Folders .pst files), so all data is available offline. Provides synchronization between public task and calendar folders and users’ personal folders, mail merge, consistent categorization, and customized searches. Separate OutlookCRM Reporter tool transfers data to Access for report development. New features include support for Outlook 2003, customizable toolbar, automatic folder synchronization, enhanced mail merge, and attachment processing.
OutlookInside	Contact management tool for Outlook 2000 or later, storing information in an Access database. Tracks correspondence and other items, and shares that data with everyone in the organization. Can associate any contact with any company. Performs merges to Word and keeps a record of the documents created. Maintains a group calendar collating colleagues’ appointments.
Pivotal Relationship 99	Customer relation tool based using Outlook, SQL Server and Exchange Server. Heavy emphasis on the needs of mobile users. Separate SyncStream for Outlook tool also supports offline users.
Prophet	Prophet is an add-on for Microsoft Outlook users which allows users to take advantage of Outlook’s task, calendar, contact and email features while adding sales tools such as opportunity management, sales reporting, and information sharing/collaboration. Version 3.0
Public Contact After Reply	Public Contact after Reply for Outlook (Public CAR) is an addin for Outlook which automatically creates an Outlook contact after you reply to an email. Free.
QwikQuote	Generate customized sales quotations that include Outlook data, and link the quotes back to the Outlook contact. Can be networked to maintain a central price list and generate unique quotation numbers to multiple users.
Real Estate Management System	Manage real estate contacts, property locations, and campaigns from within Outlook.
RealLegal Practice Manager	Comprehensive legal practice management software for managing clients and cases. Workflow items created in the tool appear in Outlook using Exchange Server, and vice versa.
Sales Tracking	Unsupported Microsoft sample form application.
SalesCTRL 2000	Sales force automation database that integrates with Outlook tasks, appointments and mail, plus several accounting packages. Includes capability of doing bulk mail with attachments.
Salesforce.com Microsoft Outlook Edition	Log sent and received email messages and log them into the Salesforce.com hosted customer relationship management service. Users can also keep Outlook contacts, tasks, and activities up to date in Salesforce.com.
Saleslogix	Sales force automation and customer relationship management application using SQL Server or Oracle and providing two-way synchronization with Outlook contacts, tasks and appointments. Can also import messages and link to contacts.

We should include these tools for those that don’t have direct Outlook interfaces but do offer synchronization with Outlook. By these tools we can best utilize of the Outlook’s Utilities and it is more comfortable .

For More Informations
Call Centers India Inc.
Posted by: Sales & Marketing Team