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内容简介:
Customer relati***hip management, or CRM, is certainly a *** 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 opti*** 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 ve***n 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 c***idering 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 *** 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 in***cti*** through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!
书籍目录:
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 Li***ture 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
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作者介绍:Joel Scott
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 c***ulting firm. Scott Weiss is president and CEO of Core Soluti***, Inc., a CRM c***ulting firm.
书籍介绍
Customer relati***hip management, or CRM, is certainly a *** 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 opti*** 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 ve***n 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 c***idering 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 *** 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 in***cti*** 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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