Outlook as a CRM

[stripedfrog via OfficeKB.com]

I am looking at using Outlook as a CRM for my contact information. It will
primarily be used to track activities such as direct mailings for different
industries.

Will I be able to update multiple records at once? More specifically, since
the contacts cover several industries, different groups will be targeted so
I'll need to track which customers are contacted for each campaign.

However, if I will have to manually update up to 1,000 contacts to state that
a mailer was sent out, Outlook won't be viable.

 

[Diane Poremsky [MVP]]

Unless you are going to use categories to track this, you'll need to update
each one.

Frankly, Outlook is not a robust CRM. It's a PIM. It can handle some limited
CRM functions for smaller numbers of contacts.

--
Diane Poremsky [MVP - Outlook]



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[stripedfrog via OfficeKB.com]

Diane,

That confirms what I was thinking. My project planning/tracking is too
complex for Outlook to be a CRM and I don't trust Access since it's too easy
to lose information.

That being said, I'm stuck using Excel as a 'would be' CRM unless anyone has
any better 'no budget' CRM ideas........

Thanks again!

Unless you are going to use categories to track this, you'll need to update
each one.

Frankly, Outlook is not a robust CRM. It's a PIM. It can handle some limited
CRM functions for smaller numbers of contacts.

I am looking at using Outlook as a CRM for my contact information. It
will

[quoted text clipped - 11 lines]

that
a mailer was sent out, Outlook won't be viable.

 

[Ben M. Schorr - MVP (OneNote)]

One of the most popular No Budget CRM tools is SugarCRM:
http://www.sugarcrm.com/crm/

--
-Ben-
Ben M. Schorr, MVP
Roland Schorr & Tower
http://www.rolandschorr.com
http://www.officeforlawyers.com
Author - The Lawyer's Guide to Microsoft Outlook 2007:
http://tinyurl.com/5m3f5q

Diane,

That confirms what I was thinking. My project planning/tracking is too
complex for Outlook to be a CRM and I don't trust Access since it's too easy
to lose information.

That being said, I'm stuck using Excel as a 'would be' CRM unless anyone has
any better 'no budget' CRM ideas........

Thanks again!

Unless you are going to use categories to track this, you'll need to update
each one.

Frankly, Outlook is not a robust CRM. It's a PIM. It can handle some limited
CRM functions for smaller numbers of contacts.

[quoted text clipped - 11 lines]

that
a mailer was sent out, Outlook won't be viable.

 

[stripedfrog via OfficeKB.com]

Thanks Ben,

I'll check it out..... Keep the ideas coming everyone.

Thanks in advance.

One of the most popular No Budget CRM tools is SugarCRM:
http://www.sugarcrm.com/crm/

--
-Ben-
Ben M. Schorr, MVP
Roland Schorr & Tower
http://www.rolandschorr.com
http://www.officeforlawyers.com
Author - The Lawyer's Guide to Microsoft Outlook 2007:
http://tinyurl.com/5m3f5q

Diane,

[quoted text clipped - 24 lines]

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