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MicrosoftDynamicsCRM4ForDummies微软动力学CRM4

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MicrosoftDynamicsCRM4ForDummies微软动力学CRM4

最 低 价:¥148.00

定 价:¥212.00

作 者:JoelScott 著

出 版 社:

出版时间:2008-7-1

I S B N:9780470343258

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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 consulting firm. Scott Weiss is president and CEO of Core Solutions, Inc., a CRM consulting firm.

内容简介

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!

作者简介

目录

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 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 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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