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5 Outlook’s inherent Contact Management Functionality

Microsoft Outlook is Microsoft’s messaging and personal information management program that helps you manage the following:

  • Contacts
  • Scheduling (Calendar/Appointments)
  • Time/To-Do Management (Tasks)
  • Activity Tracking (Journals)
  • Messaging (Inbox/E-Mail)

With reference to the requirements list above, Outlook at least satisfies the following requirements:

  1. 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.

  2. 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.

  3. A means to schedule tasks and to-do’s for those contacts: Outlook’s task management facility is excellent for this.

  4. 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.

  5. 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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