Overview
Manage sales, service, and marketing processes all togetherFind 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
Synopsis
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
Editorials
From Barnes & Noble
The Barnes & Noble ReviewFor thousands of companies, Microsoft Dynamics CRM 3.0 will make serious customer relationship management viable for the first time. The challenge: integrating it with your current sales and marketing management processes and using Dynamics to improve those processes. Whether you're deploying, administering, or using Dynamics, this jargon-free guide will help you get there a lot faster.
Joel Scott and David Lee help you navigate the system, then configure, personalize, and secure it. You'll set up territories, business units, teams, processes, rules, workflow, and product catalogs. Next, the authors dive into Dynamics 3’s significantly enhanced sales and marketing features. You'll learn how to set sales quotas; generate forecasts; handle leads more efficiently; quickly generate quotes, orders, and invoices; target specific accounts for attention; and leverage Dynamics’ improved customer care capabilities. This book delivers exactly what the For Dummies books promise: It thoroughly demystifies the technology, so you can focus on results. Bill Camarda, from the June 2006 Read Only