Microsoft Dynamics Crm 4 For Dummies

Joel Scott

• 22 juli 2008
• 9780470343258

Samenvatting:

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.

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

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!