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Microsoft Dynamics™ CRM 4 For Dummies®
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
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!
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!
435 pages, Kindle Edition
First published January 1, 2008
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December 6, 2013
The book I read to research this post was Microsoft Dynamics CRM 4 For Dummies by Joel Scott et al which was a very good book which I read at
http://safaribooksonline.com
Funnily enough I think this was the only version of this software they did a dummies book although there are lots of other books on more recent versions. This book was released in 2008 at a time when this program was software on a cdrom, so you need a server to run it on and SQL Server & Exchange Server to run it. More recent versions have crossed over to cloud computing & might be classed as Software As A Service or SAAS. Nonetheless I think this book is interesting and sometimes you can buy new software on sites like Amazon that are unused but old. CRM or customer relationship management software started out as something to help salesmen manage their customer details but although the name has stuck they now have branched out with many more features so it is quite relevant to employees like managers. Among the deatures is a product catalogue builder which is most useful to sales people. There is also a campaign which can be used for any kind of promotion and includes a mail merge feature so you can type a letter once and automate the process of adding clients details to each letter. There is a report builder which is a free download for budding programmers and is also included with Visual Studio which if you subscribe to the most recent cloud version is free to departments with 5 or less programmers. I did quite enjoy reading this book and I am sure the most recent version can't be that different to this version of Dynamics CRM 4.
http://safaribooksonline.com
Funnily enough I think this was the only version of this software they did a dummies book although there are lots of other books on more recent versions. This book was released in 2008 at a time when this program was software on a cdrom, so you need a server to run it on and SQL Server & Exchange Server to run it. More recent versions have crossed over to cloud computing & might be classed as Software As A Service or SAAS. Nonetheless I think this book is interesting and sometimes you can buy new software on sites like Amazon that are unused but old. CRM or customer relationship management software started out as something to help salesmen manage their customer details but although the name has stuck they now have branched out with many more features so it is quite relevant to employees like managers. Among the deatures is a product catalogue builder which is most useful to sales people. There is also a campaign which can be used for any kind of promotion and includes a mail merge feature so you can type a letter once and automate the process of adding clients details to each letter. There is a report builder which is a free download for budding programmers and is also included with Visual Studio which if you subscribe to the most recent cloud version is free to departments with 5 or less programmers. I did quite enjoy reading this book and I am sure the most recent version can't be that different to this version of Dynamics CRM 4.
Displaying 1 of 1 review