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Microsoft CRM 3 For Dummies (For Dummies)

by

Microsoft CRM 3 For Dummies (For Dummies) Cover

 

Synopses & Reviews

Publisher Comments:

Microsofts Customer Relationship Management (CRM) is a solution designed primarily for small- and medium-sized businesses to provide a unified view of customer information and interactions through integrated sales, marketing, and customer service features</LI> <LI>Featuring more than 40 percent new content, this latest edition covers the new features and enhancements made in the latest version of Microsoft CRM</LI> <LI>Explores the key features of Microsoft CRM, including getting started, navigating the Microsoft CRM system, and customizing the system</LI> <LI>Addresses working with accounts and contacts, collecting leads and handling opportunities, entering sales forecasts, working with cases, using the knowledge base, managing business units, running reports, and more</LI></UL>

Synopsis:

Manage sales, service, and marketing processes all together

Find out how to manage customer information to make your business more productive

Whether you're completely new to customer relationship management (CRM) software or you just want the scoop on the newest version, this handy guide will get you going. Discover how to set up CRM 3, navigate and customize the system, use it to work with your accounts and contacts, collect leads, forecast sales, run reports, and much more.

Discover how to

* Develop and manage customer relationships

* Implement a sales process

* Set up security and access rights

* Generate quotes, orders, and invoices

* Manage leads and opportunities

* Create and use product catalogs

Synopsis:

Manage sales, service, and marketing processes all together

Find out how to manage customer information to make your business more productive

Whether you're completely new to customer relationship management (CRM) software or you just want the scoop on the newest version, this handy guide will get you going. Discover how to set up CRM 3, navigate and customize the system, use it to work with your accounts and contacts, collect leads, forecast sales, run reports, and much more.

Discover how to

  • Develop and manage customer relationships
  • Implement a sales process
  • Set up security and access rights
  • Generate quotes, orders, and invoices
  • Manage leads and opportunities
  • Create and use product catalogs

About the Author

Joel Scott is president of the Computer Control Corporation, headquartered in Connecticut. Since 1991, Computer Control Corporation has been focused on designing and installing high-quality CRM systems. Well known in the industry, Computer Control has garnered numerous industry awards for sales, training, and CRM best practices.

Mr. Scott has authored several editions of GoldMine For Dummies and numerous articles and white papers on client retention systems. Mr. Scott can be reached by e-mail at joels@ccc24k.com.

David Lee founded Vertical Marketing Inc. in 1983. He has more than thirty years of business experience in CRM and information systems industries. This is his first Dummies book, although he has written several white papers on CRM and the industry. He can be reached at dlee@vermar.com.

Table of Contents

Introduction.

Part I: Microsoft CRM Basics.

Chapter 1: Taking a First Look at Microsoft CRM 3.

Chapter 2: Navigating the Microsoft CRM System.

Chapter 3: Using Microsoft CRM Online and Offline.

Part II: Setting the Settings.

Chapter 4: Personalizing Your System.

Chapter 5: Understanding Security and Access Rights.

Chapter 6: Managing Territories, Business Units, and Teams.

Chapter 7: Developing Processes.

Chapter 8: Implementing Rules and Workflow.

Chapter 9: Creating and Using the Knowledge Base.

Chapter 10: Setting Up the Product Catalog.

Chapter 11: Running Reports.

Chapter 12: Sending Announcements.

Part III: Managing Sales.

Chapter 13: Working with Accounts and Contacts.

Chapter 14: Managing Your Calendar.

Chapter 15: Setting Sales Quotas and Generating Forecasts.

Chapter 16: Using E-Mail.

Chapter 17: Handling Leads and Opportunities.

Chapter 18: Generating Quotes, Orders, and Invoices.

Chapter 19: Setting Up Your Sales Literature.

Chapter 20: Using Notes and Attachments.

Part IV: Making the Most of Marketing.

Chapter 21: Targeting Accounts and Contacts.

Chapter 22: Managing Campaigns.

Part V: Taking Care of Your Customers.

Chapter 23: Working with Cases.

Chapter 24: Scheduling Services.

Chapter 25: Managing Your Subjects.

Chapter 26: Managing Queues.

Chapter 27: Building Contracts.

Part VI: The Part of Tens.

Chapter 28: Ten Add-Ons.

Chapter 29: Ten Ways to Get Help.

Index.

Product Details

ISBN:
9780471799450
Author:
Scott, Joel
Publisher:
For Dummies
Author:
MacKay, Andy
Author:
Lee, David
Subject:
Customer relations
Subject:
Business Software - General
Subject:
Electronic music
Subject:
Musical instruments, electronic
Subject:
Relationship marketing
Subject:
Enterprise Applications - General
Subject:
Office Productivity-Microsoft (General & Office suite)
Subject:
Software Engineering - Programming and Languages
Copyright:
Edition Description:
WebSite Associated w/Book
Series:
For Dummies
Series Volume:
2
Publication Date:
20070529
Binding:
TRADE PAPER
Grade Level:
General/trade
Language:
English
Illustrations:
Y
Pages:
408
Dimensions:
9.14x7.38x.90 in. 1.33 lbs.

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Related Subjects

Business » Computers
Business » Marketing
Computers and Internet » Software Engineering » Programming and Languages
Computers and Internet » Software Engineering » Software Management
Science and Mathematics » Geology » Earth Sciences
Science and Mathematics » Physics

Microsoft CRM 3 For Dummies (For Dummies) New Trade Paper
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Product details 408 pages For Dummies - English 9780471799450 Reviews:
"Synopsis" by , Manage sales, service, and marketing processes all together

Find out how to manage customer information to make your business more productive

Whether you're completely new to customer relationship management (CRM) software or you just want the scoop on the newest version, this handy guide will get you going. Discover how to set up CRM 3, navigate and customize the system, use it to work with your accounts and contacts, collect leads, forecast sales, run reports, and much more.

Discover how to

* Develop and manage customer relationships

* Implement a sales process

* Set up security and access rights

* Generate quotes, orders, and invoices

* Manage leads and opportunities

* Create and use product catalogs

"Synopsis" by , Manage sales, service, and marketing processes all together

Find out how to manage customer information to make your business more productive

Whether you're completely new to customer relationship management (CRM) software or you just want the scoop on the newest version, this handy guide will get you going. Discover how to set up CRM 3, navigate and customize the system, use it to work with your accounts and contacts, collect leads, forecast sales, run reports, and much more.

Discover how to

  • Develop and manage customer relationships
  • Implement a sales process
  • Set up security and access rights
  • Generate quotes, orders, and invoices
  • Manage leads and opportunities
  • Create and use product catalogs

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