MicrosoftDynamicsCRM4ForDummies微软动力学CRM4 mobi 下载 网盘 caj lrf pdf txt 阿里云

Customer relati***hip management, or CRM, is certainly a *** 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 opti*** 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 ve***n 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 c***idering 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 *** 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 in***cti*** through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!

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 Li***ture 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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作者介绍：Joel Scott

　　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 c***ulting firm. Scott Weiss is president and CEO of Core Soluti***, Inc., a CRM c***ulting firm.

书籍介绍

Customer relati***hip management, or CRM, is certainly a *** 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 opti*** 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 ve***n 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 c***idering 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 *** 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 in***cti*** through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!