Microsoft DynamicsTM CRM 4 For Dummies®

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Format: eBook
Pub. Date: 2009-04-01
Publisher(s): For Dummies
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Summary

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 moreMicrosoft 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!

Table of Contents

Introduction
Microsoft CRM Basics.
Taking a First Look at Microsoft CRM 4
Using the Outlook Client รน Or Not
Navigating the Microsoft CRM System
Setting Things Up.
Personalizing Your System
Managing Territories
Managing Business Units and Teams
Using the Product Catalog
Understanding Security and Access Rights
Implementing Business Rules and Workflow
Creating and Running Reports
Managing Sales.
Setting Sales Quotas and Dealing with Forecasts
Handling Leads and Opportunities
Working with Accounts and Contacts
Creating and Managing Activities
Using Notes and Attachments
Generating Quotes, Orders, and Invoices
Setting Up Sales Literature and Dealing with Competitors
Implementing Sales Processes
Making the Most of Marketing.
Targeting Accounts and Contacts
Managing Campaigns
Integrating Your Web Site
Taking Care of Your Customers.
Working with Cases
Managing Your Subjects
Creating and Using the Knowledge Base
Managing Queues
Working with Contracts
The Part of Tens.
The Top 10 (or So) Add-on Products for Microsoft CRM 4
Ten Ways to Get Help
Converting to Microsoft CRM
Managing Your Data
Index
Table of Contents provided by Publisher. All Rights Reserved.

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