Microsoft Dynamics CRM 4 For Dummies - Softcover

Scott, Joel

Softcover

ISBN 10: 0470343257 ISBN 13: 9780470343258

Publisher: For Dummies, 2008

Synopsis

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!

About this title

About 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.

From the Back Cover

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

From the Inside Flap

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

Edition details

• Publisher: For Dummies
• Publication date: 2008
• Language: English
• ISBN 10: 0470343257
• ISBN 13: 9780470343258
• Binding: Paperback
• Edition number: 1
• Number of pages: 432