Joel Scott, David Lee, Scott Weiss

Microsoft Dynamics CRM 4 For Dummies (eBook, PDF)

• Format: PDF

Produktbeschreibung

Customer relationship management, or CRM, is certainly a hot topic in business today. If you have a small or medium-sized business, chances are you're already aware of all it can do for you. But with so many options and so much to think about, how do you get a CRM system in place with a minimum of hassle? Well, Microsoft Dynamics CRM 4 For Dummies is a great place to start! Written by veteran CRM experts Joel Scott and David Lee, this friendly guide will have you understanding and using Microsoft's CRM solution in a jiffy. Whether you're considering a CRM system for the first time or you've decided to switch from another system to Microsoft Dynamics CRM, this book will make it easy to: * Maintain and manage all your customer information * Personalize Microsoft CRM to work for your business * Set up CRM to support sales, marketing, and customer service * Use the Outlook client * Manage territories and business units * Create and manage activities * Generate quotes and invoices * Implement and manage a marketing campaign * Work with contracts, and much more Microsoft Dynamics CRM 4 For Dummies is packed with information on the latest version, It will help you get a unified view of your customer information and interactions through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 432
• Erscheinungstermin: 16. Juli 2008
• Englisch
• ISBN-13: 9780470397534
• Artikelnr.: 37291660

Autorenporträt

Joel Scott is president of Computer Control Corporation and a well-known speaker on CRM and related technologies. David Lee is president of Vertical Marketing Inc., a software consulting firm. Scott Weiss is president and CEO of Core Solutions, Inc., a CRM consulting firm.

Inhaltsangabe

Introduction.
Part I: Microsoft CRM Basics.
Chapter 1: Taking a First Look at Microsoft CRM 4.
Chapter 2: Using the Outlook Client - Or Not.
Chapter 3: Navigating the Microsoft CRM System.
Part II: Setting Things Up.
Chapter 4: Personalizing Your System.
Chapter 5: Managing Territories.
Chapter 6: Managing Business Units and Teams.
Chapter 7: Using the Product Catalog.
Chapter 8: Understanding Security and Access Rights.
Chapter 9: Implementing Business Rules and Workflow.
Chapter 10: Creating and Running Reports.
Part III: Managing Sales.
Chapter 11: Setting Sales Quotas and Dealing with Forecasts.
Chapter 12: Handling Leads and Opportunities.
Chapter 13: Working with Accounts and Contacts.
Chapter 14: Creating and Managing Activities.
Chapter 15: Using Notes and Attachments.
Chapter 16: Generating Quotes, Orders, and Invoices.
Chapter 17: Setting Up Sales Literature and Dealing with Competitors.
Chapter 18: Implementing Sales Processes.
Part IV: Making the Most of Marketing.
Chapter 19: Targeting Accounts and Contacts.
Chapter 20: Managing Campaigns.
Chapter 21: Integrating Your Web Site.
Part V: Taking Care of Your Customers.
Chapter 22: Working with Cases.
Chapter 23: Managing Your Subjects.
Chapter 24: Creating and Using the Knowledge Base.
Chapter 25: Managing Queues.
Chapter 26: Working with Contracts.
Part VI: The Part of Tens.
Chapter 27: The Top 10 (or So) Add-on Products for Microsoft CRM 4.
Chapter 28: Ten Ways to Get Help.
Appendix A: Converting to Microsoft CRM.
Appendix B: Managing Your Data.
Index.