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MS Office Forum / Outlook / Business Contact Manager / April 2008Business Contact Manager Questions
I have some pretty basic questions about Business Contact Manager and haven't been very successful finding info online. 1. Can I put a particular client on a predefined marketing campaign that will: a. Automatically remind me of needed tasks based on a predefined timeline (start +1 day, +4 days, etc.) b. Automatically send marketing emails from predefined templates to clients on market campaigns c. Let me print and send marketing material from predefined templates via 2. Can I create predefined checklists of tasks required to service a client and apply them to a client? Can someone point me to some detailed info on this product? I am a Realtor currently using Top Producer. While I like the concept and theory behind Top Producer, I'm less than impressed with the execution. Thanks for any help you can give me! Rich Guagliardo rich@myhomeintampa.com Rich: You've done a great job of describing our pinpoint Marketing tool. It will replace the Action Plans you've been using and it will do the merge for emails, letters, and postcards to accomplish drip marketing. We combine that with a customized BCM database for Realtors and custom views of the data so it looks and feels like real estate. Check it out at our website: http://www.pinpointtools.com/pinpoint_Mortgage_p/ppre.htm Thanks, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon@pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager www.pinpointtools.com "Rich Guagliardo rich@myhomeintampa.com" <Rich Guagliardo rich@myhomeintampa.com@discussions.microsoft.com> wrote in message news:13BDAF17-73AF-4F60-B33C-ACB04721F7A2@microsoft.com... >I have some pretty basic questions about Business Contact Manager and >haven't [quoted text clipped - 23 lines] > Rich Guagliardo > rich@myhomeintampa.com I have been working with Business Contact Manager for a few weeks now, having just purchased Office 2007 Ultimate and installed it. Presently, I am so frustrated and dissatisfied with this entire product, especially since calling Microsoft and being told that I have to pay for product advice now. I am about ready to go back to FireFox, Thunderbird, and ACT!. At least I could run reports, organize my data efficiently, and not spend my days attempting to interpret something that evidently just doesn't work to begin with. > I have some pretty basic questions about Business Contact Manager and haven't > been very successful finding info online. [quoted text clipped - 20 lines] > Rich Guagliardo > rich@myhomeintampa.com Is that a statement or a question. As I did not see any question. --wjs >I have been working with Business Contact Manager for a few weeks now, >having [quoted text clipped - 38 lines] >> Rich Guagliardo >> rich@myhomeintampa.com |
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