Business Contact Manager

[Trish]

I am new to BCM and am trying to customize the program for a two-person real
estate office that previously used Top Producer for contact management. At
issue is figuring out how track properties (products?/opportunities?) as well
as clients (contacts). Also, some contacts need to link to more than one
account. Does anyone have any input on using BCM in a real estate office
environment? Many thanks for our thoughts.

 

[SSinha]

Thank you for choosing Business Contact Manager for Outlook 2003.

Please see the following references for your query:
- "Real Estate Agent Discovers New Tools to Help Secure Listing Agreements -
Case study" at
http://www.microsoft.com/eesti/partners/gtm/gotomarket.asp?gotomarketid=528&audienceid=344
- "Getting started using Business Contact Manager for Outlook users" and
"Business Contact Manager: Track customer data in Outlook" at
http://office.microsoft.com/en-us/FX011550891033.aspx

Sincerely,
Business Contact Manager Team

 

[Trish]

SSinha,
Thank you for your response. To confirm, I tried the first link you
suggested for a demo of using BCM in a real estate office environment,
however the Demo Setup link from:
http://iwce.calanza.com/content/Cust Mgmt and Mktg SB Demo_Script.doc
does not seem to work. However, the second link you provided,
http://office.microsoft.com/en-us/FX011550891033.aspx, is very useful. Many
thanks for your help!