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
Customer Reviews & Comments
This book lives up to its promise and more. An easy to read book, but detailed enough to get you up and running with every facet of using Microsoft CRM. Whether you are new to Microsoft CRM or just want a reference that goes beyond the help files included with CRM, this is the book for you. With 29 chapters, things are organized neatly which makes certain subject areas easy to find.
I used this book to get up to speed on CRM and also as a preliminary text for studying the CRM Applications exam. This wasn't the only reference I used, but it is a great starting place and helped me achieve a high score on the exam.
Any computer topic can easily be dry and boring, but the authors really bring things to life with light and witty humor.
I read this book myself cover to cover and now use it as a reference guide. As a CRM consultant I plan to give a copy to all of my customers, I know they'll appreciate it.
While there is a short chapter on Workflow, if you're looking for in depth customization or programming information, this book does not have that. While they have several chapters on some of the built in customizations (out of the box), the authors did a great job of keeping on the intended topic of providing a general guide to using Microsoft Dynamics CRM 3.0.
