Microsoft Dynamics CRM 4 For Dummies
- 5h 25m
- David Lee, Joel Scott, Scott Weiss
- John Wiley & Sons (US)
- 2008
Personalize Microsoft CRM to work for your business
Find out how to support your sales, marketing, and customer service initiatives
Microsoft Dynamics CRM means business! Here's what you need to get going now with this customer relationship management solution. Discover how to set up CRM 4, 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:
- Navigate the Microsoft CRM system
- Create and manage activities
- Generate quotes and invoices
- Implement and manage a marketing campaign
- Work with contracts
About the Authors
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.
In this Book
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Introduction
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Taking a First Look at Microsoft CRM 4
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Using the Outlook Client — or Not
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Navigating the Microsoft CRM System
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Personalizing Your System
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Managing Territories
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Managing Business Units and Teams
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Using the Product Catalog
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Understanding Security and Access Rights
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Implementing Business Rules and Workflow
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Creating and Running Reports
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Setting Sales Quotas and Dealing with Forecasts
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Handling Leads and Opportunities
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Working with Accounts and Contacts
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Creating and Managing Activities
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Using Notes and Attachments
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Generating Quotes, Orders, and Invoices
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Setting up Sales Literature and Dealing with Competitors
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Implementing Sales Processes
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Targeting Accounts and Contacts
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Managing Campaigns
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Integrating Your Web Site
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Working with Cases
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Managing Your Subjects
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Creating and Using the Knowledge Base
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Managing Queues
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Working with Contracts
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The Top 10 (or So) Add-on Products for Microsoft CRM 4
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Ten Ways to Get Help
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