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| CRM,
Contact Management & Sales Automation |
| Easy
Mail Merge for Outlook
This article looks at Easy Mail Merge for Outlook,
a product designed for sending personalised mass e-mails to
your Outlook Contacts mailing list. It is intended to help
you easily communicate with customers, friends, members, etc.
for the purposes of sending them newsletters, invitations,
etc. to keep them informed about new product features, upcoming
events and the like. The great thing about Easy Mail Merge
for Outlook is that it does not maintain its own database
like many other products but rather uses the data stored in
your Outlook Contacts folders directly. So there is no messy
exporting of your Outlook Contacts into another database,
and then re-importing them back into Outlook to update details
about invalid e-mail addresses, etc. Although Outlook does
have a Mail Merge facility built in, it relies on Microsoft
Word to do the mail merging, which is great for personalised
letters, but can make the process more complex than it needs
to be when all you want to do is send personalised e-mails
to your contact/customer base.
Read more on-line... |
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| Profiling
your Contacts/Clients - Using Outlook's Forms Designer
Many
of us use Outlook's Personal Contacts folder to keep a database
of the contacts that we regularly e-mail, phone, etc. Often
we need to keep additional information about these contacts,
over and above the standard demographic details that Outlook
provides, such as addresses, telephone numbers, etc. Here
the Outlook Forms Designer comes to our rescue.
This will be the first in a series of articles (one each month)
that takes you from the basics to fairly advanced forms design
and scripting.
Read
more on-line... |
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Profiling
your Contacts/Clients - Using the Outlook Forms Designer:
No. 2 in the Series
This
is the second in a series of articles focusing on creating and
maintaining a correctly profiled list of contacts in Outlook,
and managing this database. This month we look at creating Outlook
Views to group, sort and filter our contact list. Views allow
us to define and then target a certain sub-set of the database,
say for the purposes of sending only that group of contacts
a newsletter or direct mailing. Read
more on-line... |
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Why
CRM Projects Fail - How an Outlook-Based CRM System increases
the chances of a Successful Implementation
This
articles analyses some of the “human”, i.e. people-related
factors that can cause a CRM project to fail. It then looks
at why, for those businesses already utilising Microsoft®
Outlook® for their day-to-day e-mail, diary and contact
management, implementing an Outlook-based CRM system gives you
the best chance of overcoming these issues and ensuring a successful
CRM implementation. Read
more on-line... |
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The
importance of Follow-Up: Using Outlook Flags to assist in Follow-Up
This
article looks at the importance of follow-up and how to use
Outlook Flags to assist with follow-up and keeping track of
contacts. While follow up is most important for sales-related
activities, it applies equally to almost any aspect of daily
life, so hopefully this article will be of interest not just
to salespeople and small business owners, but to anyone using
Outlook who wants to manage their contact with people more effectively,
whether these be friends, colleagues, prospects, club members,
etc. Read more
on-line... |
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