出版時間:2008-7 出版社:For Dummies 作者:Joel Scott,David Lee,Scott Weiss 頁數(shù):408
內(nèi)容概要
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!
書籍目錄
IntroductionPart 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 SystemPart 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 ReportsPart 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 SitePart 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 ContractsPart 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 HelpAppendix A: Converting to Microsoft CRMAppendix B: Managing Your DataIndex
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