BCM 2010 or 2013

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JimR

JimR

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Hello all, new forum user here!

I have a one-man engineering consultant business with about 150 (existing and potential) clients and I would like to get a better CRM tool than I have today (which is nothing really except the note field in contacts and attempts to use the Journal with mixed results).

At first I considered going online to use one of the many CRM offers but I want something that automatically traces mails, meetings etc. as I know I will never manually add these to a CRM system.

As I use Outlook already and have alle the contacts there, I plan to upgrade to 2010 or 2013 and add BCM as a local installation.

I want a solid system with as few issues as possible so I would like to ask you if I should stay with 2010 or if 2013 BCM has matured enough to be reliable.

thanks

JimR
 
Thanks, I will get Outlook 2013 then and install BCM when it is updated.

br

JimR
 
Suddenly I can't even load Outlook, it just hangs at the 'loading profile' startup page.

I can only load it in safe mode now, do I really have to start from scratch and install everything again?

thanks for any ideas

JimR
 
After repairing my OST/PST files I could open Outlook 2013 again.

JimR
 
They are getting ready to release an update to bcm, possibly as early as tomorrow. It'll require an uninstall /reinstall.

The current version is at http://www.microsoft.com/en-us/download/details.aspx?id=36513 -this is the full version at about 368 Mb and is for 2010 and 2013.

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