Microsoft CRM 3 For Dummies (For Dummies (Computers)) [Paperback]

Joel Scott (Author), David Lee (Author)

Book Description

ISBN-10: 0471799459 | ISBN-13: 978-0471799450 | Publication Date: May 22, 2006 | Edition: 1

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

Editorial Reviews

From the Back Cover

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

About the Author

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 [e-mail].

David Lee founded Vertical Marketing Inc. in 1983. He has more than thirty years of business experience in CRM and information systems industries. This is his first Dummies book, although he has written several white papers on CRM and the industry. He can be reached at [e-mail].

Product Details

• Paperback: 408 pages
• Publisher: For Dummies; 1 edition (May 22, 2006)
• Language: English
• ISBN-10: 0471799459
• ISBN-13: 978-0471799450
• Product Dimensions: 9.1 x 7.4 x 0.9 inches
• Shipping Weight: 1.3 pounds (View shipping rates and policies)
• Average Customer Review: 4.2 out of 5 stars  See all reviews (9 customer reviews)
• Amazon Best Sellers Rank: #1,095,638 in Books (See Top 100 in Books)

Customer Reviews

Most Helpful Customer Reviews

4 of 4 people found the following review helpful:

5.0 out of 5 stars Excellent book gets you going quickly with Microsoft CRM 3.0, June 20, 2006

By 

David Wasserman (Toronto, Ontario Canada) - See all my reviews
(REAL NAME)   

This review is from: Microsoft CRM 3 For Dummies (For Dummies (Computers)) (Paperback)

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.

1 of 1 people found the following review helpful:

4.0 out of 5 stars Good book with few faults, January 5, 2007

By 

Carl J. Street (San Francisco, CA USA) - See all my reviews
(REAL NAME)   

This review is from: Microsoft CRM 3 For Dummies (For Dummies (Computers)) (Paperback)

This book is well written and illustrated. The author's style is comfortable and demonstrates a real familiarity with his subject. Especially helpful are the Tips as CRM has a few "gotchas" that can frustrate and mislead the unwary.

Because CRM technology is very flexible, it is difficult to write a definitive book that encompasses all the possibilites; but the authors have probably come as close as possible. Several colleagues have also indicated they liked my copy of this book far better than the "official" documentation.

I highly recommend this book to anyone who is venturing into uncharted CRM waters for the first time.

1 of 1 people found the following review helpful:

4.0 out of 5 stars Helpful for new Microsoft CRM user, November 8, 2006

By 

Pinnie "Labrador's Mom" (Bangkok, Thailand) - See all my reviews

This review is from: Microsoft CRM 3 For Dummies (For Dummies (Computers)) (Paperback)

This book is really for the new Microsoft CRM user and want to acguire the basic knowledge to use Microsoft CRM 3.0., like myself (with some background of CRM concepts, plus Microsoft Office outlook skills, it'll be so simple.) It is comprehensive and helpful to follow the step-by-step instruction of how to use the microsoft CRM 3.0 that describes in the book.