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Microsoft Dynamics CRM 4 For Dummies
 
 
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Microsoft Dynamics CRM 4 For Dummies [Paperback]

Joel Scott (Author), David Lee (Author), Scott Weiss (Author)
3.5 out of 5 stars  See all reviews (2 customer reviews)

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Book Description

July 8, 2008 0470343257 978-0470343258 1
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!


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Editorial Reviews

From the Back Cover

Personalize Microsoft CRM to work for your business

Find out how to support your sales, marketing, and customer service initiatives

Microsoft Dynamics CRM means business! Here's what you need to get going now with this customer relationship management solution. Discover how to set up CRM 4, 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:

  • Navigate the Microsoft CRM system

  • Create and manage activities

  • Generate quotes and invoices

  • Implement and manage a marketing campaign

  • Work with contracts

About the Author

Joel Scott is president of Computer Control Corporation and a well-known speaker on CRM and related technologies.

David Lee is president of Vertical Marketing Inc., a software consulting firm.

Scott Weiss is president and CEO of Core Solutions, Inc., a CRM consulting firm.


Product Details

  • Paperback: 432 pages
  • Publisher: For Dummies; 1 edition (July 8, 2008)
  • Language: English
  • ISBN-10: 0470343257
  • ISBN-13: 978-0470343258
  • Product Dimensions: 9.2 x 7.4 x 0.9 inches
  • Shipping Weight: 1.4 pounds (View shipping rates and policies)
  • Average Customer Review: 3.5 out of 5 stars  See all reviews (2 customer reviews)
  • Amazon Best Sellers Rank: #177,676 in Books (See Top 100 in Books)

More About the Author

I started my professional career as a technology geek. Most people who know me today regard me as more of a business geek, however. My company, Computer Control Corporation, has been a high profile CRM dealership since the late 1980s. My role in the company has evolved to mostly business management and sales. This seems to fit well now.


 

Customer Reviews

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3 of 3 people found the following review helpful:
3.0 out of 5 stars Was hoping for more, August 15, 2009
Amazon Verified Purchase(What's this?)
This review is from: Microsoft Dynamics CRM 4 For Dummies (Paperback)
This is a very basic review of CRM 4.0 and probably good for beginners. The problem is that it doesn't go into much detail in terms of HOW to do some of the cool stuff CRM 4.0 can do. More instructions and some workflow examples would have been highly beneficial! I recommend Richard Knudson's book, Building Workflows in Microsoft Dynamics CRM 4.0, Second Edition instead. [...]
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1 of 1 people found the following review helpful:
4.0 out of 5 stars Excellent primer for the uninformed, November 12, 2010
Amazon Verified Purchase(What's this?)
This review is from: Microsoft Dynamics CRM 4 For Dummies (Paperback)
I love Dummies books for the simple fact that they are structured to inform the uniformed. They speak a common language without getting to heavy. After reading a dummies book on any subject I feel that I am ready to move on to more language heavy books of the same subject. This book is no different. I would recommend this book to anyone who wants a desk reference, a refresher, or someone who is just getting started.
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Inside This Book (learn more)
Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
sales literature, support level, managing campaigns, close date, enterprise server, estimated revenue, open leads, service scheduling, active opportunities, solution selling, marketing list members, default price list, child workflow, related record types, target marketing lists, likely your view, generating quotes, workflow rules, navigation pane, click the magnifying glass icon, price list items, literature window, discount list, contract template, article template
Key Phrases - Capitalized Phrases (CAPs): (learn more)
Advanced Find, Resource Center, Form Assistant, Microsoft Dynamics, Setting Things Up Figure, Taking Care of Your Customers, Click Save, Managing Sales Figure, Product Catalog, Making the Most of Marketing Figure, Look Up Records, All Day, Internet Explorer, Personalizing Your System, Common Tasks, Add Members, Potential Customer, Send E-mail, First Look, File Name, Bob's Building Blocks, Add Step, Reporting Services, More Actions, Create Quick Campaign
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Front Cover | Table of Contents | First Pages | Index | Back Cover | Surprise Me!
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