Business Contact Manager (BCM) for Outlook 2013 is a customer relationship management (CRM) add-in that helps small businesses track customers, leads, opportunities, projects, and marketing activities directly inside Outlook. It stores contact records, sales opportunities, tasks, and history so you can manage relationships without separate CRM software.
. Released as a more advanced successor to the 2003 and 2010 versions, the 2013 edition introduced deeper integration, allowing users to connect contact records with account records for long-term relationship tracking. Dynamics Community Core Features and Capabilities
: Users could manage leads and opportunities through their entire life cycle, setting rules to prioritize the most important tasks. Marketing Integration
Setting up BCM requires administrative privileges on your computer. Follow these steps for a clean installation: Step 1: Download the Correct Version
: Uses Microsoft SQL Server 2008 Express to store business data locally or on a shared server. business contact manager for outlook 2013
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BCM relies on Microsoft SQL Server to host and share its database.
BCM 2013 integrates directly into the Outlook interface, adding specialized folders and dashboards that extend beyond standard Outlook contacts. 1. Advanced Contact and Account Management
BCM 2013 expands standard Outlook contact management into a more powerful business tool by introducing the following features: Integrated CRM Database : Includes a free Microsoft SQL Server Express Business Contact Manager (BCM) for Outlook 2013 is
Solutions like Propeller CRM , Nimble , or eWay-CRM sit directly inside the modern Outlook interface, replicating the exact sidebar experience that BCM users are accustomed to.
: High levels of flexibility were provided through customizable business forms, allowing businesses to organize data using specific tabs and filters. Dynamics Community Operational Challenges and Limitations
: Connects individual Contact records to Account records to visualize long-term business development.
Filter your database to create precise marketing lists based on criteria like location, industry, or past purchase history. Released as a more advanced successor to the
Enforce strict data-entry rules among your team. Standardize how company names, phone numbers, and addresses are entered to avoid duplicate entries and messy reporting. Alternatives to BCM for Modern Businesses
Upgrading from BCM 2013 to a modern cloud-based CRM ensures that your business contacts remain secure, accessible from your mobile devices, and integrated with the latest versions of modern email tools. Export your legacy data to a CSV format today, and explore free or cost-effective options like HubSpot or Zoho to keep your sales workflow running seamlessly. If you are planning to migrate your data, tell me: What are you considering moving to? How many users need access to the contact database?
Modify standard reports to view data by specific dates, employees, or territories. System Requirements and Installation
Business Contact Manager for Outlook 2013 represents a specific era of computing—the era of the "Power Desktop User." It was a tool built for people who lived inside Outlook and wanted their data trapped on their hard drive. As the world moved to the cloud and mobile devices, a local SQL database tethered to an email client became a relic of a bygone age.
Before installing Business Contact Manager for Outlook 2013, ensure your system meets the necessary prerequisites.