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…mehr
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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Autorenporträt
Joel Scott, an authorized GoldMine trainer and technician, is president of the Computer Control Corporation, which has consistently earned GoldMine's prestigious Top10 Solution Partner award.
Inhaltsangabe
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
