In a small business, the sales process is typically managed by an owner with the help of few sales representatives. Often the owner is the only person involved in sales and others helping him out may not be full time marketing professionals. Given the scenario the flow of a sales process in a small business is way different from what is typically found in an enterprise. The Ms Outlook email client serves as a great to tool facilitate a structured sales process in a small business and its Business Contact Manager feature can be used as a mini CRM.
Collate your lead data in Outlook Business Contact Manager
While the Business Contact Manager (BCM) feature may be new to several small business users of Outlook, exploring it can prove rather fruitful. In BCM you can quickly create a lead list and qualify them on an ongoing basis. You can quantify the opportunity and create a pipeline similar to what is possible through a CRM tool. The application allows you to track projects that have been started and dig out reports on different aspects. For example you can pull out a report on leads that have matured from a particular geographic area in a couple of clicks. With the help of gadgets in the BCM feature you can have a quick view of important data points at one place.
Design Marketing Collateral in Word and Email the Same through Outlook
You can design an email creative in Ms Word and then include it into an Outlook email. Once the template has been prepared in Outlook, you can send the email to your preferred set of prospects using a distribution list. Incidentally you can create several distribution lists to segregate your prospects.
Keep your Sales Activity on Track
With the help of the calendar feature in Outlook you can remain abreast of key tasks and appointments. You can create appointment requests through Outlook and agree to meet at a common time and place. With the help of To-Do lists you can quickly trace out the sales tasks that need your attention and when they are completed, mark them out as complete.
Crucial Sales Data including client emails can be at risk during an Outlook Crash
Imagine a scenario when your trusted Outlook email client fails to start after an application crash. In one single moment you may be looking at losing your entire client communication along with contact list and appointments. For a small business losing this crucial data can be a huge setback and thus one needs to remain prepared for such scenarios. The best way forward involves procuring a powerful outlook recovery tool like DataNumen Outlook Repair which has both the dexterity to get back all your data elements and capacity to negotiate files of any size. In fact it can even recover data from some of the trickiest places, say a crashed virtual drive or a Nero image file.
Alan Chen is President & Chairman of DataNumen, Inc., which is the world leader in data recovery technologies, including sql recovery and outlook repair software products. For more information visit www.datanumen.com