Microsoft CRM 3 For Dummies (For Dummies (Computers)) 1st Edition by Joel Scott (PDF)

Description

Manage sales, service, and marketing processes all togetherFind out how to manage customer information to make your business more productiveWhether 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

User’s Reviews

Editorial Reviews: From the Back Cover Manage sales, service, and marketing processes all togetherFind out how to manage customer information to make your business more productiveWhether 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 toDevelop and manage customer relationshipsImplement a sales processSet up security and access rightsGenerate quotes, orders, and invoicesManage leads and opportunitiesCreate 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 joels@ccc24k.com.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 dlee@vermar.com.

Reviews from Amazon users which were colected at the time this book was published on the website:

⭐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.

⭐This book is not for the IT Professional but is perfect to get a beginner up to speed on CRM quickly. I have used this to successfully train some of my staff when Microsofts training became to confusing.

⭐This book, as all dummies books, is great in showing how to use the product! A must have for people using Microsoft CRM 3.0.

⭐Good book

⭐I think this book does a great job of introducing someone to CRM. It lets gives them a basic roadmap of how to get around and also what is possible and drives home the point that they need to work with a qualified professional to get the most bang for thier buck.

⭐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.

⭐Im a specialist trainer who needed to explain IT tasks about Dynamics CRM 3.0 to my students, so I started purchasing this book “for dummies”. This book is an excelent reference because you learn about user’s point of view (none technical issues as installation or customization only day to day operations). Learning about Office Outlook allows better undestanding of MS Exchange Server, right?The book is full of excelents tips and some technical recommendations.I recommend to read this book before reading another excellent book as is “Working with Microsoft Dynamics CRM 3.0”.

⭐I’ve been meaning to write this review since I bought the book just after it came out. It is so bad, that it deserves some comments.In a nutshell, it’s a waste of money. It’s clearly the first book on the subject that works through the drop down menu choices and tells you what to do.If you’re a beginner in CRM you may find it useful, but if you’re expecting much substance try elsewhere. You can click through the program for a few hours and know as much about the product as reading this book.Not recommended, unless your table needs some support.

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