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Best way to deal with contacts and commercial opportunities
Sorry for the misleading title.
We are using Exchange Server 2007 and Outlook 2003/2007. I'd like to create company's address book by using a Contact Public Folder, containing all our commercial contacts. I'd like these contacts to be assigned to different categories (geographical area, customer, product types of interest and so on) Any contact may potentially belong to more than one category. At the end I will need to send customized newsletters and promote marketing campaigns, depending on contact's categories. I was looking for Business Contact Manager, but I don't if this is my best choice. Also, I need something that can work in a very centralized manner (i.e. I don't want every sales manager to use its own contacts database). Can you provide me with some good advice? Thanks a lot |
#2
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Best way to deal with contacts and commercial opportunities
How many salesmen would be accessing it? BCM can be shared by a small
number of users. A public folder and categories will work fine, if you only need it as a contact list. If you need more CRM data then BCM or similar would be better. -- Diane Poremsky [MVP - Outlook] Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com/ Outlook Tips by email: EMO - a weekly newsletter about Outlook and Exchange: Poll: What version of Outlook do you use? http://forums.slipstick.com/showthread.php?t=27072 "Big Passeron" wrote in message ... Sorry for the misleading title. We are using Exchange Server 2007 and Outlook 2003/2007. I'd like to create company's address book by using a Contact Public Folder, containing all our commercial contacts. I'd like these contacts to be assigned to different categories (geographical area, customer, product types of interest and so on) Any contact may potentially belong to more than one category. At the end I will need to send customized newsletters and promote marketing campaigns, depending on contact's categories. I was looking for Business Contact Manager, but I don't if this is my best choice. Also, I need something that can work in a very centralized manner (i.e. I don't want every sales manager to use its own contacts database). Can you provide me with some good advice? Thanks a lot |
#3
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Best way to deal with contacts and commercial opportunities
Hi Diane,
only 7-8 persons are going to access it for commercial purposes (mailing lists and so on). About 50 people need to access the contacts just to retrieve mail adddresses. I've tried to set up a shared database, but I fail to connect from Outlook to that database. That's what I've tried to do on a Win 2003 Server: - Install SQL Server 2008 - Unsupported - Install SQL Server 2005 Workgroup Edition configuring an instance called MSSQLBIZ and let it listening on port 5356 - Installing SQL Server 2005 Express Edition Italian since Outlook clients are gonna be in this language - Using Business Contact Manager for Outlook 2007 Database Tool on the server to create a DB called MSSmallBusiness and granting my domain account the right permissions to access the DB The DB is correctly shared, but everytime I try to make Outlook 2007 retrieve data from this DB I get a message informing that there is no Business Contact Manager DB on the server. I've tried to connect with: - Server - Server,5356 - Server\MSSQLBIZ - Server\MSSQLBIZ,5356 but the error message is still the same. No need to say that I can connect using SQLCMD. No firewalls are active. Any idea? "Diane Poremsky [MVP]" wrote: How many salesmen would be accessing it? BCM can be shared by a small number of users. A public folder and categories will work fine, if you only need it as a contact list. If you need more CRM data then BCM or similar would be better. -- Diane Poremsky [MVP - Outlook] Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com/ Outlook Tips by email: EMO - a weekly newsletter about Outlook and Exchange: Poll: What version of Outlook do you use? http://forums.slipstick.com/showthread.php?t=27072 "Big Passeron" wrote in message ... Sorry for the misleading title. We are using Exchange Server 2007 and Outlook 2003/2007. I'd like to create company's address book by using a Contact Public Folder, containing all our commercial contacts. I'd like these contacts to be assigned to different categories (geographical area, customer, product types of interest and so on) Any contact may potentially belong to more than one category. At the end I will need to send customized newsletters and promote marketing campaigns, depending on contact's categories. I was looking for Business Contact Manager, but I don't if this is my best choice. Also, I need something that can work in a very centralized manner (i.e. I don't want every sales manager to use its own contacts database). Can you provide me with some good advice? Thanks a lot . |
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