CONTACT DATABASES IN MICROSOFT OUTLOOK

CONTACT DATABASES IN MICROSOFT OUTLOOK September 2007 A Davton Consulting Whitepaper Microsoft Outlook has become the standard desktop tool for managing business email. This paper shows how Microsoft Outlook can be used to provide a sophisticated corporate contacts database.

CONTENTS CONTENTS 1 USING MICROSOFT OUTLOOK AS A CONTACT DATABASE 2 OUTLOOK CONTACTS 3 SIX REASONS FOR USING OUTLOOK FOR YOUR CONTACTS DATABASE 4 FOUR BENEFITS OF BUILDING A BUSINESS CONTACT DATABASE 5 VIEWING INFORMATION 6 THE TOP TWO ENHANCEMENTS TO A BASIC CONTACT DATABASE 7 SHARING INFORMATION 8 SYNCHRONIZING CONTACTS FOR OFFLINE AND MOBILE USE 8 THE TOP EIGHT USES FOR A SHARED CONTACT DATABASE 9 EXPORTING AND REPORTING 10 CUSTOMISING OUTLOOK 10 CASE STUDIES RECENT CONTACT SOLUTIONS DEVELOPED BY DAVTON 11 EXAMPLE 1 ASSETT MANAGEMENT COMPANY 11 EXAMPLE 2 HEALTHCARE SERVICE COMPANY 13 EXAMPLE 3 FINANCIAL SERVICES COMPANY 15 EXAMPLE 4 PROPERTY COMPANY 16 EXAMPLE 5 SALES OPPORTUNITY TRACKING 18 ABOUT DAVTON CONSULTING 19 Microsoft Outlook and Microsoft Exchange are trademarks of Microsoft Corporation. Copyright Davton Limited 2007. All Rights Reserved Page 1

Contact Databases in Microsoft Outlook U S I N G M I C R O S O F T O U T L O O K A S Y O U R C O R P O R A T E D A T A B A S E USING MICROSOFT OUTLOOK AS A CONTACT DATABASE Supporting and Enhancing Business Relationships The Relationships between a business and its customers and between the individuals who work for the customer and the supplier, are a fundamental part of every business. Managing those relationships is a key aspect of every stage and every department of the business. Whether its in prospecting for potential customers, delivering the product or service purchased, or obtaining payment, the Relationship is key. Fundamental to managing that Relationship is a database of information on prospects and customers. This ensures that the relationship can be truly between the business and its customers, and not just between one individual and another. It ensures that information obtained by one person can be used by another person. And it enables different individuals and departments to provide a high level of personalised service to the customer. CRM Systems Customer Relationship Management have become a must have tool for many organisations, and its possible to spend a very large sum of money on implementing such a system. Unfortunately these large implementations which look excellent on paper have a fairly low success rate in delivering what they have promised. The Keep It Simple approach to Development The alternative is to take a more simplistic approach. Start small, make incremental changes, and get each stage working before looking at the next stage. This offers a low investment, high return model, where a small development can provide big returns quickly. Microsoft Outlook is a perfect tool for such a project. It is already on the desktop of most staff, and is intuitive to use. Microsoft have built in all the hooks to make it customisable, and developments are relatively simple and quick. When you are satisfied that the first stage of the development is working well, the next stage can be added - providing incremental value to your system. First things First The Contact Database The central foundation of any Relationship system is the contact database. This paper takes a look at what a Contact Database might look like in Outlook, and offers some examples of how it might be put together and used. Copyright Davton Limited 2007. All Rights Reserved Page 2

OUTLOOK CONTACTS Outlook has been designed to store and share contact information. It includes many standard fields to store information, and can be enhanced with many custom fields and features. Lets look at some of the features which make it so useful. Standard Fields Microsoft Outlook comes with over 100 standard fields for contacts. These include: 3 different addresses: business, home, other 20 phone and fax fields Personal fields for names of spouse, children, hobbies Various fields for company ID numbers, Government ID numbers, Customer ID numbers Fields for tracking Billing and Mileage information FIGURE 1 STANDARD OUTLOOK FIELDS Custom Fields Outlook also allows you to create custom fields, and while there is a limit, you can safely add an additional 100 or so custom fields to a contact if required. Their uses are limitless but here is a selection of possibilities: Products Purchased Subscription to Mailing Lists, Christmas Card Lists, Newsletters or other Regular Mailing Lead source Call back dates Contract status or expiry dates Categorisation contact type Name of Account Manager with responsibility for this contact. Notes on recent calls or Next Action Specific tasks in progress for this contact with task status History of recent communications Links to other contacts (or tasks/appointments/journals) This is covered in more detail further on. These can be formatted as: FIGURE 2 EXAMPLES OF CUSTOM FIELDS Free form text fields Drop down selection boxes Date fields Currency values Tick-boxes Multi-value selection boxes Copyright Davton Limited 2007. All Rights Reserved Page 3

Applying Rules and Formatting Sometimes it is necessary to make sure certain information is always entered either to make sure thet database remains useful, or for compliance. For example it might be necessary to make sure that the contact is always categorized into prospect, customer or supplier when it is created. The contact form can be cstomised to enforce these rules so that the database integrity and usefulness is maximized. SIX REASONS FOR USING OUTLOOK FOR YOUR CONTACTS DATABASE There are many places a central contact database could be created. Here are some key reasons why Outlook is a good place. 1. Outlook is already on most peoples desktop No new software to buy and support 2. Outlook is already used daily by most staff You won t have to persuade people to use it. 3. Outlook is intuitive to use Training requirements are reduced. 4. Outlook already has most of the features you need for a centralised database Customisation requirements are minimised Development costs can be kept low. 5. Outlook has a wealth of other productivity features which add further value Sending email Creating tasks and tracking tasks Creating and sharing appointments recording journals of telephone conversations and meetings 6. Outlook provides an interface to synchronize your contact data directly to your phone, PDA or Blackberry. It offers mobility benefits as well as being a desk-top solution. Linking Items Together Adding Links to Contacts Often there may be several contacts belonging to the same company. Outlook offers the opportunity to provide links from one item to another and potentially to copy information from one item to another, or find information for one item from another. So for example it is possible to set up: Linking Contacts to Company level cards Linking Contacts to other associated contacts Linking Contacts to associated tasks or appointments Linking Contacts to Journals records of phone conversations or meetings Linking information to external databases Linking contacts to a file folder or other document storage facility Copyright Davton Limited 2007. All Rights Reserved Page 4

Creating Linked Journals, Tasks and Appointments Outlook has a native capability to find other items that are associated with a contact. The Show Activities tab looks in the user s mailbox for any items that may be associated with a particular contact. So for example it will find emails sent to and received from that person, and also appointments made with that person (if the appointment contains a link to that person.) This facility can be extended to look outside the user s individual mailbox say to a shared email history public folder, but can only look at one folder at a time in this mode. Of course it is also possible to create a small programme to find linked items from several folders, and of varying types. Copying Information from other Items Once you have links to other items, it is also possible to build the capability to find and copy information from one item to another. For example if there is a master contact for a company, other contacts linked to that master contact could share product information so that it would only need to be entered once on the master contact. Or address information could be copied from the master contact when a new linked contact is created. FOUR BENEFITS OF BUILDING A BUSINESS CONTACT DATABASE There are many benefits from using a centralised shared Contact Database. Here are 4 of the key ones: 1. Ease of Access to Customer data for all relevant staff Everyone has access to the latest information. Everyone has access to the whole picture 2. Easy to keep Information up to date Each department can keep their information up to date for everyone else Letters get sent to the correct person, and have names and addresses spelt correctly. Updates and changes only need to be made once in one place 3. ONE place to consolidate information - one place to track all details for each contact Everyone uses the same information Information is shared between departments Sales, Marketing, Operations, Accounts Internal co-ordination of activities for each customer is enhanced Customer is known and treated individually by each department Easy to record who should get Christmas cards and News-letters Sending letters and marketing materials is straight forward. Customers are less likely to be missed from being sent key information 4. Reporting and Tracking is made simpler Consolidating information for reporting easier Track marketing effectiveness, repeat sales, etc Copyright Davton Limited 2007. All Rights Reserved Page 5

VIEWING INFORMATION Once the contact data has been created, with potentially several different useful pieces of information stored with each contact, understanding how best to extract and view that information becomes a requirement. Outlook is very capable in this area too. There are several standard views so that you can view contacts as contact cards (like a Business Card) or in a table view (like an excel spreadsheet). You can choose which fields are shown in each view, and how they are sorted and filtered. Since it is likely that you may want to view your information several different ways for different scenarios, you can save your view for later use, and then create or switch to another view. So for example it may be that you normally want to work with a filtered group of contacts who are linked to a relevant project. However you may occasionally want to work with a different set of contacts associated with a different project, or all of the contacts sorted and grouped by their company. Outlook allows you to create and save each of these views and switch between them with a single click. Types of View There are several types of view. The two key types for contacts are shown below. Both are useful in different usage situations. FIGURE 3 TABLE VIEW FIGURE 4 CARD VIEW Grouping, Sorting and Filtering Views Views of data in Outlook folders can be set up so that the data is filtered, sorted and grouped. The picture (right) shows a filter being defined so that only contacts with a category of customer are shown. FIGURE 5 SETTING A FILTER ON A VIEW Copyright Davton Limited 2007. All Rights Reserved Page 6

Below is a typical view for a user making multiple calls to contacts. Contacts have been Grouped by callback date, and show calling notes and a tick box to say whether an information pack has been sent yet. FIGURE 6 A CUSTOM VIEW USED WHEN CALLING LEADS OR CLIENTS Creating your own view Views can be created and saved so that the user can select from several different views of the same data depending on the activity they are carrying out. So the above telephone contact data might also have a different view filtered just on people who need the information pack sent out, ready for a direct mail to be sent. The user can switch between any number of saved views at the click of a mouse. Publishing Views Useful views can be published to a folder so that everyone in the organisation can use the view without having to go through the process of re-creating it. Views can also be saved and restored programmatically so that buttons on forms can set particular views of data. Google Maps Another great feature is to add a button to a contact form which uses the postcode of the contact to open a Google Map showing the location of your contact. Very simple, but a nice time saving feature none the less. THE TOP TWO ENHANCEMENTS TO A BASIC CONTACT DATABASE For users who have graduated from a basic Outlook Contact Database these are the top additional features utilised 1. Email/Phone Call/Meeting Tracking Keep shared copies of relevant emails sent to the contact. Keep shared records of phone conversations and meetings 2. Project Tracking Keep records on relationships with projects and sales opportunities Create and track tasks associated with projects and contacts Copyright Davton Limited 2007. All Rights Reserved Page 7

SHARING INFORMATION Sharing Made Easy with Exchange Public Folders When Outlook is used in combination with Microsoft Exchange, sharing information is made extremely simple. Many users can contribute to, and keep information up to date. Different permissions can be set for different groups of users so that some can contribute and edit, some can just read and not edit or copy, and some may have no access at all. Public Folders are available with Hosted Exchange services as well as in-house Exchange servers, so businesses who don t want to invest in a full exchange server could get the same benefits by renting a mailbox on a hosted solution. Non Exchange based sharing There are third party solutions which enable personal folders to be shared between computers without using Microsoft Exchange. These can be useful when only two or three people wish to share information. The customisation methods for contacts work equally well in this scenario, although it is a little more complex to make sure everyone has up to date copies of the forms on their PC. How-ever, Public Folders offer many benefits over non exchange based sharing primarily in the simplicity of setting up, managing and maintaining a solution. SYNCHRONIZING CONTACTS FOR OFFLINE AND MOBILE USE For users who spend time out of the office, it is useful to have a copy of relevant phone numbers, addresses and other data when travelling. If the user is carrying a laptop, the system can be set up to take an offline copy of any shared public folder, which can be accessed as normal when away from the office. Any changes are synchronised back to the Public Folder when the user is next connected to the network. Synchronizing Public Folders to Personal Folders If the user is not taking a laptop, but just a PDA or Blackberry when they travel, the solution is to synchronise the public folder to your personal contacts folder. Unfortunately the standard Outlook solution - ActiveSync will only synchronise contacts between the users personal contacts folder and the PDA. The solution is to use a third party solution to do this. Davton Consulting have some freeware software which can do this, and Davton can also supply customised versions which for example allow you to synchronise only items in a certain category, or from two or more public folders. Synchronizing with an external database Sometimes it is desirable to keep a contacts database available within Outlook, but to have it synchronized to an external database. This can have benefits in giving ease of access to contact information, while enabling the power of a database system to be operating in the background. Copyright Davton Limited 2007. All Rights Reserved Page 8

THE TOP EIGHT USES FOR A SHARED CONTACT DATABASE A good place to start with any development, is at the End. What do you need to get out of the system when it is complete? By understanding what we want to get out of the system we can make sure that we include all the right hooks to enable the goals to be achieved. Conversely we can also make sure that the solution is not over-engineered, and that it remains as simple and easy to use as possible. These are the top 8 uses for a contact database we have seen are: 1. Direct Mail Send personalised news letters, product information, emails, brochures, Christmas Cards. Track responses and monitor follow up Keep records of who has received which mailings 2. Tele-Marketing Track records of calls and call-backs, information sent. Measure response rates, call rates, campaign effectiveness 3. Customer Records Record products purchased, dates of contracts, history of changes, problems encountered, interest expressed, notes on meetings, etc etc 4. Accountability/Standardisation Enforce rules on data recorded Prove compliance with industry standards Track changes 5. Reporting Management reports, dashboards, trends, sales management, service management etc 6. Project Management Allocate and Track Tasks Track emails and phone conversations Provide up to date status information 7. Sales Management Sales Pipeline Management Sales Activity Management and Tracking Sales Reports 8. Service/Operations Management Service Call Management Call Tracking Parts usage Copyright Davton Limited 2007. All Rights Reserved Page 9

EXPORTING AND REPORTING Importing and Exporting standard information into and out of Outlook is relatively straight forward. However when you introduce custom fields, Outlook does not give you the tools to easily move the information around. This is when third party applications by Davton or other providers enable custom data to be imported and exported. This is particularly important if more complex reporting is required. Outlook does not provide any reporting beyond what can be achieved using custom views. It is therefore necessary to use third party tools to be able to get the information out of Outlook and into another programme such as Excel or Access where there are more powerful reporting facilities available. Getting a formatted print-out It is possible to add a button to a contact form which when pressed will create a Word or Excel Report containing data from your contact. This inserts the data from your contact into a Word or Excel template formatted to contain your required standard or custom fields. CUSTOMISING OUTLOOK Microsoft have built in three levels of customisation capability which can be taken advantage of to build a contact database. 1. A Custom form layout can be created with extra fields for useful information, or a layout more relevant to your work processes. FIGURE 7 CUSTOM FORM LAYOUT 2. Code can be written behind the forms to add functionality. This might include creating buttons to fetch information, or update one field when another changes value FIGURE 8 ADDING BUTTONS TO A FORM 3. Special Programs can be written (called COM add-ins) which start running when Outlook is opened. These are more powerful again and give potential for faster searching, linking, adding of toolbar buttons and responding to new contacts being added or messages being sent. FIGURE 9 CUSTOM TOOLBAR These customisation capabilities have been specifically included by Microsoft so that Outlook can be tailored and used more effectively for your business. They are available with every Outlook installation, so getting additional value from your existing software is within reach of every system. Copyright Davton Limited 2007. All Rights Reserved Page 10

CASE STUDIES RECENT CONTACT SOLUTIONS DEVELOPED BY DAVTON The paper has talked in general terms about what can be done. This final section shows examples of how the needs of real companies have been met. EXAMPLE 1 ASSETT MANAGEMENT COMPANY This asset management company use their contact database to keep records of: Which contacts have been personally met Which products they are potentially interested in Who they have relationships with Which mailing lists they are subscribed to Since they potentially deal with multiple contacts within a company, they have set a key contact for each company, against whom most of the key information is stored. This key information is then copied to other contacts. There are buttons on the front sheet to: Create a Linked Appointment (with a link back to this contact) Create a new Linked Contact (copy many of the common info such as address, company name etc) Print a copy of the contact (using a preformatted Word template) FIGURE 10 MAIN TAB OF CONTACT CARD - CUSTOMISED WITH MOST REGULARLY REQUIRED FEATRURES Copyright Davton Limited 2007. All Rights Reserved Page 11

Marketing Tab The Marketing Tab consists of a number of tick boxes in which one or more items can be ticked to set which Director holds the primary relationship, which mailing lists this contact belongs to, etc. It also contains a field to say which of up to three email addresses should be used for the mailing. FIGURE 11 EASY SELECTION AND VIEWING OF DATA WITH LIST BOXES Notes Tab The notes tab is used to track comments and notes against different funds along with who made the comment. FIGURE 12 DETAILED NOTES ON MULTIPLE PRODUCTS Links Tab Finally there is a links tab which tracks other contacts linked with this contact, and shows all their roles. FIGURE 13 TRACKING AND VIEWING DETAILS FROM LINKED CONTACTS Copyright Davton Limited 2007. All Rights Reserved Page 12

EXAMPLE 2 HEALTHCARE SERVICE COMPANY This healthcare services company uses their contact database to track details of each of the clients in their care, together with the other professionals who may need to be contacted (Doctors, Social Workers, etc). At the end of each call, their community health staff are able to: Make notes on the client visited Copy notes to other relevant contacts (for example other carers, clients or healthcare personnel) Create and assign tasks Contacts Tab The contacts tab has contact details for all the key contacts which may be required. The information in these fields is pulled from the relevant contact card in a separate Professionals contact folder. FIGURE 14 DETAILS FROM ALL RELEVANT PARTIES ARE COPIED FROM THE RELEVANT CARDS BUT STORED LOCALLY Notes The front page has room for the usual contact details name, address etc. It also has a separate panel for notes. Once notes have been entered on this panel, they can be copied to the main notes panel (automatically dated and signed). These notes may be relevant to other workers or might require an action. So the notes can be copied to another client s or carer s contact card, and more importantly can be used to create a task. See the task tab below for details of how this works. FIGURE 15 NOTES ENTRY BOX WITH CAPABILITY TO ENTER NOTES AGAINST MULTIPLE CONTACTS Copyright Davton Limited 2007. All Rights Reserved Page 13

Task Tab The task tab contains spaces to create and assign tasks associated with this contact. So any actions required as a result of the visit can be recorded, allocated and tracked really easily. FIGURE 16 TASKS CAN BE LOGGED - AND OUTLOOK TASKS CREATED Clicking the Create Task button creates a new Outlook task containing the details entered, and already assigned and ready to send to the relevant person. This task is sent to the person via email, and will appear in their Outlook task list when they accept it. Outlook includes an option for the person creating and assigning the task to be notified when the task is updated or completed. The contact card itself includes a due date, and task completed option. This makes it possible to track open tasks, and for assignees to close tasks when they are completed. This allows for excellent reporting and tracking of tasks by management and staff so tasks are less likely to be forgotten. FIGURE 17 A TASK REQUEST EMAIL GENERATED FROM A CONTACT FORM Copyright Davton Limited 2007. All Rights Reserved Page 14

EXAMPLE 3 FINANCIAL SERVICES COMPANY This financial services company regularly talk to their contacts via the telephone. They wanted an easy way of both logging calls, and ensuring their contacts were not called too often. They used their IP phone system, to automatically create Outlook journals associated with each call. These journals were then copied to a public folder (using small piece of software added to Outlook). When a contact is opened it uses the journal record to automatically show the last date the client was called. The Traffic light on the form shows visually whether this contact can be called today. (Green Light means OK, Red Light means don t call, they have already been called very recently.) FIGURE 18 THE CARD CHECKS THE LAST CONTACT DATE WHEN OPENED Journal Tab The journal tab contains a list of all the journals associated with this contact, with the most recent at the top. Double clicking will open the journal so that the details can be read. FIGURE 19 RECORDS OF RECENT PHONE CONVERSATIONS ARE LISTED - AND CAN BE OPENED BY CLICKING Copyright Davton Limited 2007. All Rights Reserved Page 15

EXAMPLE 4 PROPERTY COMPANY This property company have a list of many potentially interested parties to whom they send details of properties. They use a number of database features to make their system useful: Separate Folder for Companies Tracking of Parent Companies and Subsidiaries Allocating Sectors and Sub-sectors Obtaining Account Manager and Location information from Active Directory Records Contact Card The front tab contains most of the basic information required The Contact s associated company is selected from a drop down list of possible companies, and any parent company is automatically entered from information on the Company card. FIGURE 20 CONTACTS ARE LINKED TO THE RELEVANT COMPANY AND PARENT COMPANY IF PART OF A GROUP The trades and sectors can be selected from tick boxes which appear when required. Only sub sectors (trades) associated with the selected sectors are offered. FIGURE 21 SECTORS AND SUB SECTORS ARE CHOSEN FROM A DYNAMICALLY POPULATED LIST BOX The relationships between Sectors and Sub-sectors is held in a separate folder, which can be manually updated by an administrator when-ever a change is required Copyright Davton Limited 2007. All Rights Reserved Page 16

Company Card The company card has a drop down selection box for setting the parent company. There is also a tab which shows the relationships of the Company to parent and subsidiary companies, together with a list of contacts in this company. FIGURE 22 PARENT COMPANY IS SELECTED FROM A DROP DOWN MENU OF EXISTING COMPANIES FIGURE 23 A HIERARCHY OF PARENT AND SUBSIDIARY COMPANIES CAN BE SHOWN Copyright Davton Limited 2007. All Rights Reserved Page 17

EXAMPLE 5 SALES OPPORTUNITY TRACKING This company wanted to track sales opportunities in addition to contacts. They use a customised task form to track key details of each sales opportunity. The form includes the ability to: Record Sales Cycles Stage Record Opportunity Owner / Account Manager Record dates of quotation Record Projected Revenue, costs and gross profit Record the next strategic action in the sales process and create a linked Outlook task. The task can be assigned and tracked using standard Outlook features. Record the prospects next action Add a timed, dated and signed note to the form FIGURE 24 USING A CUSTOMISED TASK FORM TO TRACK SALES OPPORTUNITIES V1.2 9Oct07 Copyright Davton Limited 2007. All Rights Reserved Page 18

ABOUT DAVTON CONSULTING Outlook Based Solutions Davton Consulting provides business solutions built in to Microsoft Outlook. These include standard applications that run in Outlook, and tailored solutions with custom features designed and built by Davton. Training Davton offers training on using outlook more productively. In just a few hours, Outlook Productivity Training will give your team a step jump in productivity, by showing them how to use Microsoft Outlook to plan, prioritise, organise, co-ordinate, communicate and collaborate more effectively. Davton also offers an Introduction to Customising Outlook workshop to get you started with developing custom applications. Support Davton makes use of the latest remote access technology to install and support software via telephone and the internet, so geographical distance is not a problem. Davton can work with customers anywhere as long as there is a reasonable speed internet connection. In fact around 50% of our business is with customers based outside the UK who we may never have met face to face. In 2003, I was looking for a better solution to manage and track the activities of my Sales and Marketing team. I discovered a solution which worked inside Outlook, enhancing rather than changing the way my team worked. I was so impressed with the results that I set up an organisation to sell and support Outlook based solutions. As time has moved on, I have seen more and more ways that Outlook can make significant contributions to the efficiency and effectiveness of organisations of any size. I have become passionate about using Outlook to solve business problems. I hope that you too will see the benefits that can result from a relatively small investment of time and energy in Microsoft Outlook. If you have a requirement that you want to achieve within Outlook, send us an email or give us a call, and we can talk about how to make Outlook work the way you want it to. We believe you will be pleased with the results. David Tongeman Founder Davton Consulting sales2007 @davton.com UK - 01482 869891 +44 1482 869891 Microsoft Outlook and Microsoft Exchange are trademarks of Microsoft Corporation. Copyright Davton Limited 2007. All Rights Reserved Page 19