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Microsoft CRM for dummies
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Microsoft CRM for dummies

Microsoft CRM for dummies

Joel Scott, Michael DeLisa - Collection For Dummies

380 pages, parution le 04/09/2003

Résumé

  • The ideal introductory guide to Microsoft's much anticipated entry into the Customer Relationship Management (CRM) software marketplace
  • Discusses the key features of Microsoft's CRM software, including tools to help businesses sell more effectively, manage all customer communications in one place, track and convert leads, make informed decisions faster, and provide consistent service
  • Provides expert tips and tricks to make the software work more effectively
  • Explains how to achieve increased customer satisfaction, customer loyalty, and more profitable customer relationships
  • Author is considered one of a handful of global experts on CRM for small- and medium-sized businesses

Contents

  • Introduction
  • Microsoft CRM Basics
    • Looking Over Microsoft CRM
    • Navigating the Microsoft CRM System
    • Personalizing Your System
  • Managing Sales
    • Working with Accounts and Contacts
    • Creating and Managing Activities
    • Using Notes and Attachments
    • Using Your E-Mail
    • Managing Territories
    • Leads and Opportunities
    • Using the Product Catalog
    • Generating Quotes, Orders, and Invoices
    • Sales Literature and Competitors
    • Sales Quotas and Forecasting
  • Customer Service
    • Working with Cases
    • The Subject Manager
    • Using the Knowledge Base
    • Managing the Queues
    • Working with Contracts
  • Managing the WorkPlace
    • Managing Business Units
    • Security and Access Rights
    • Implementing a Sales Process
    • Business Rules and Workflow
    • Running Reports
  • The Part of Tens
    • Almost Ten Add-On Products
    • Ten Ways to Get Help
  • Appendixes
    • Imitating Outlook
    • Importing and Exporting Data
    • Glossary
    • Hardware, Networks, and Licenses
  • Index

L'auteur - Joel Scott

Joel Scott is among a handful of global experts on CRM for small and medium-sized businesses.

L'auteur - Michael DeLisa

Michael DeLisa is the Director of Training at Computer Control Corporation.

Caractéristiques techniques

  PAPIER
Éditeur(s) Wiley
Auteur(s) Joel Scott, Michael DeLisa
Collection For Dummies
Parution 04/09/2003
Nb. de pages 380
Format 18,7 x 23,2
Couverture Broché
Poids 580g
Intérieur Noir et Blanc
EAN13 9780764516986
ISBN13 978-0-7645-1698-6

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