Microsoft CRM 3 教程 Microsoft CRM 3 For Dummies
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作者： Joel Scott 著
出 版 社： 吉林长白山
出版时间： 2007-7-1字数：版次： 1页数： 408印刷时间： 2006/05/01开本：印次：纸张： 胶版纸I S B N ： 9780471799450包装： 平装内容简介
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
1.Develop and manage customer relationships
2.Implement a sales process
3.Set up security and access rights
4.Generate quotes, orders, and invoices
5.Manage leads and opportunities
6.Create and use product catalogs
作者简介
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.
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
