MicrosoftDynamicsCRM4ForDummies微软动力学CRM4

出版时间：2008-7  出版社：For Dummies  作者：Joel Scott,David Lee,Scott Weiss  页数：408  

内容概要

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!

书籍目录

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