Microsoft CRM 3 For Dummies
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...
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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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Pt. IMicrosoft CRM basics7Ch. 1Taking a first look at Microsoft CRM 39Ch. 2Navigating the Microsoft CRM system19Ch. 3Using Microsoft CRM online and offline37Pt. IISetting the settings49Ch. 4Personalizing your system51Ch. 5Understanding security and access rights63Ch. 6Managing territories, business units, and teams73Ch. 7Developing processes83Ch. 8Implementing rules and workflow89Ch. 9Creating and using the knowledge base105Ch. 10Setting up the product catalog117Ch. 11Running reports131Ch. 12Sending announcements143Pt. IIIManaging sales147Ch. 13Working with accounts and contacts149Ch. 14Managing your calendar161Ch. 15Setting sales quotas and generating forecasts171Ch. 16Using E-mail181Ch. 17Handling leads and opportunities207Ch. 18Generating quotes, orders, and invoices223Ch. 19Setting up your sales literature233Ch. 20Using notes and attachments241Pt. IVMaking the most of marketing247Ch. 21Targeting accounts and contacts249Ch. 22Managing campaigns263Pt. VTaking care of your customers283Ch. 23Working with cases285Ch. 24Scheduling services301Ch. 25Managing your subjects319Ch. 26Managing queues333Ch. 27Building contracts343Pt. VIThe part of tens355Ch. 28Ten add-ons357Ch. 29Ten ways to get help365
\ From Barnes & NobleThe Barnes & Noble Review\ For thousands of companies, Microsoft Dynamics CRM 3.0 will make serious customer relationship management viable for the first time. The challenge: integrating it with your current sales and marketing management processes and using Dynamics to improve those processes. Whether you're deploying, administering, or using Dynamics, this jargon-free guide will help you get there a lot faster. \ Joel Scott and David Lee help you navigate the system, then configure, personalize, and secure it. You'll set up territories, business units, teams, processes, rules, workflow, and product catalogs. Next, the authors dive into Dynamics 3’s significantly enhanced sales and marketing features. You'll learn how to set sales quotas; generate forecasts; handle leads more efficiently; quickly generate quotes, orders, and invoices; target specific accounts for attention; and leverage Dynamics’ improved customer care capabilities. This book delivers exactly what the For Dummies books promise: It thoroughly demystifies the technology, so you can focus on results. Bill Camarda, from the June 2006 Read Only\ \ \
