Microsoft CRM 3 教程 Microsoft CRM 3 For Dummies

内容概要

Joel Scott is president of the Computer Control Corporation, headquartered in Connecticut. Since 1991, Computer Control Corporation has been focused on designing and installing high-quality CRM systems. Well known in the industry, Computer Control has garnered numerous industry awards for sales, training, and CRM best practices.
    Mr. Scott has authored several editions of GoldMine For Dummies and numerous articles and white papers on client retention systems. Mr. Scott can be reached by e-mail at joels@ccc24k.com.

书籍目录

Introduction　 Part I: Microsoft CRM Basics　 　Chapter 1: Taking a First Look at Microsoft CRM 3　 　Chapter 2: Navigating the Microsoft CRM System　 　Chapter 3: Using Microsoft CRM Online and Offline　 Part II: Setting the Settings　 　Chapter 4: Personalizing Your System　 　Chapter 5: Understanding Security and Access Rights　 　Chapter 6: Managing Territories, Business Units, and Teams　 　Chapter 7: Developing Processes　 　Chapter 8: Implementing Rules and Workflow　 　Chapter 9: Creating and Using the Knowledge Base　 　Chapter 10: Setting Up the Product Catalog　 　Chapter 11: Running Reports　 　Chapter 12: Sending Announcements　 Part III: Managing Sales　 　Chapter 13: Working with Accounts and Contacts　 　Chapter 14: Managing Your Calendar　 　Chapter 15: Setting Sales Quotas and Generating Forecasts　 　Chapter 16: Using E-Mail　 　Chapter 17: Handling Leads and Opportunities　 　Chapter 18: Generating Quotes, Orders, and Invoices　 　Chapter 19: Setting Up Your Sales Literature　 　Chapter 20: Using Notes and Attachments　 Part IV: Making the Most of Marketing　 　Chapter 21: Targeting Accounts and Contacts　 　Chapter 22: Managing Campaigns　 Part V: Taking Care of Your Customers　 　Chapter 23: Working with Cases　 　Chapter 24: Scheduling Services　 　Chapter 25: Managing Your Subjects　 　Chapter 26: Managing Queues　 　Chapter 27: Building Contracts　 Part VI: The Part of Tens　 　Chapter 28: Ten Add-Ons　 　Chapter 29: Ten Ways to Get Help　 Index

作者简介

Manage sales, service, and marketing processes all together   



   



   Find out how to manage customer information to make your business more productive   



   Whether you're completely new to customer relationship management (CRM) software or you just want the scoop on the newest version, this handy guide will get you going. Discover how to set up CRM 3, 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    

    

Develop and manage customer relationships    

Implement a sales process    

Set up security and access rights    

Generate quotes, orders, and invoices    

Manage leads and opportunities    

Create and use product catalogs

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