With reference to the requirements list above,
Outlook at least satisfies the following requirements:
- A mechanism to store and profile Contact
information: The “Contacts” folder
in Outlook already allows a comprehensive profile of any
personal or business contact to be maintained.
- A means to plan and organise appointments
for those contacts: Outlook’s calendaring
facilities provide these very effectively and when coupled
with Exchange Server incorporate a huge number of collaborative
features that are extremely difficult for any other stand-alone
CRM system to emulate or reproduce.
- A means to schedule tasks and to-do’s
for those contacts: Outlook’s task management
facility is excellent for this.
- A mechanism to record any kind of interaction
with a contact: The “Journal” facility
of Outlook contains the standard fields necessary to record
phone calls, meeting, etc. with clients, and can even time
such activities.
- A way to send and track e-mail communication:
The Inbox and Sent Items stores inward and outward e-mails.
However, while Outlook does have the basic foundation for
solid contact management functionality, there are certain
limitations of Outlook that one needs to be aware of.
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