Tracking sales opportunities

If you’ve ever heard the term ‘CRM’ thrown around, be warned … Customer Relationship Management is about a whole lot more than just installing some software.

On a small business scale where you are both ‘cook and bottle washer’, or you may have one staff member who is focussed on sales, Microsoft’s Business Contact Manager may be an easy way to get started.

Integrated into Outlook, it let’s you load contacts and opportunities, assign which stage of the sales process they are at, and link any email communication to their BCM record.  Then you can see some nice little graphs re how many opportunites (and what dollar value) you have in your sales funnel at each stage.

Just remember to ensure that your BCM database is being backed up!



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