MicrosoftDynamicsCRM4ForDummies微软动力学CRM4
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作者： Joel Scott著
出 版 社：
出版时间： 2008-7-1字数：版次： 1页数： 408印刷时间： 2008/07/01开本： 16开印次： 1纸张： 胶版纸I S B N ： 9780470343258包装： 平装编辑推荐
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 consulting firm. Scott Weiss is president and CEO of Core Solutions, Inc., a CRM consulting firm.
内容简介
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!
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 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
