For Dummies
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Microsoft Dynamics Crm 4 for Dummies.
by Joel Scott, David Lee, and Scott Weiss
Published 1 January 2008
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!
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!
If you run a small business, you know how important customer relationship management, or CRM, can be to your bottom line. And you know it can be a bit daunting. Well, not with GoldMine and GoldMine 8 For Dummies! GoldMine is business software designed to help you organize your contacts, track activities, schedule appointments, create reports that tell you how you're doing, and make accurate business projections. GoldMine 8 is completely revised to make it more useful than ever, once you get the hang of it. That's where GoldMine For Dummies comes to the rescue! Written by an authorized GoldMine trainer, this guide shows you how to: Set up GoldMine 8 and customize it for your business Create, view, and update customer records Schedule activities and manage leads Monitor your marketing efforts and see what's working Predict sales based on past results Work with GoldMine's e-mail system Organize and distribute information Access GoldMine from outside your office Integrate GoldMine with your company Web site Even if you've used a previous version of GoldMine, you'll find some big changes in this newest revision, but GoldMine 8 For Dummies makes it easy to get up to speed.
When you've read this book and discovered how GoldMine can help you keep track of your clients, reduce costs, and improve efficiency, you'll think you've hit the motherlode!
When you've read this book and discovered how GoldMine can help you keep track of your clients, reduce costs, and improve efficiency, you'll think you've hit the motherlode!