Before I setup an evaluation lab I thought I would post this question and see
if I am on the right track.
I have looked at the Microsoft and Sage CRM product and I am hoping that I
can avoid using a full CRM product. I am looking at implementing Exchange
2007 with Outlook 2007 Business Contact Manager. I am also looking at
implementing a Blackberry server. I understand that OBM uses a separate
database that I can store on the Exchange server and then point the OBM to
this shared database.
Here is what I need to do. 1) Centrally link all contact data in a single
location (info about contact/company, email from all staff in and out,
documents, notes, telephone calls, meetings, faxes, quotes, status, etc).
This info should be available to specific groups. 2) Ability for a team to
quickly, easily and securely share access to the contact data from any
location worldwide. 3) Ability to organize or sort contacts into various
groups and organizations (i.e. customers from a single company or across many
customers that carry certain items but not others…)
Can this be done cleanly or should I be looking at a CRM?

Archived from group: microsoft>public>exchange>design