Microsoft Dynamics CRM 4 For Dummies [NOOK Book]

Overview

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 ...

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Microsoft Dynamics CRM 4 For Dummies

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Overview

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

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Product Details

  • ISBN-13: 9781118052600
  • Publisher: Wiley
  • Publication date: 2/10/2011
  • Series: For Dummies Series
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 432
  • Sales rank: 903,504
  • File size: 25 MB
  • Note: This product may take a few minutes to download.

Meet the Author

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.

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Table of Contents

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.

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