Microsoft Dynamics CRM 4 For Dummies 1st Edition by Joel Scott (PDF)

Description

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 informationPersonalize Microsoft CRM to work for your businessSet up CRM to support sales, marketing, and customer serviceUse the Outlook clientManage territories and business unitsCreate and manage activitiesGenerate quotes and invoicesImplement and manage a marketing campaignWork with contracts, and much moreMicrosoft 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!

User’s Reviews

Editorial Reviews: From the Inside Flap Personalize Microsoft CRM to work for your businessFind out how to support your sales, marketing, and customer service initiativesMicrosoft 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 systemCreate and manage activitiesGenerate quotes and invoicesImplement and manage a marketing campaignWork with contracts From the Back Cover Personalize Microsoft CRM to work for your businessFind out how to support your sales, marketing, and customer service initiativesMicrosoft 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 systemCreate and manage activitiesGenerate quotes and invoicesImplement and manage a marketing campaignWork 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. Read more

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

⭐Good book to help you if your not familiar with CRM not the easiest program to use. I’m not a computer guy but because I used the old system more than the others I was made administrator.

⭐Very basic, gives a good overview of the application. Not what I needed though — really was looking for how to write reports. This book only gives a very slight overview.

⭐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. […]

⭐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.

⭐For someone starting to use CRM this light book provided me with good explanations of the terminology

⭐Is a great help in learning this software

⭐I purchased this as I urgently needed to have a basic understanding of Microsoft Dynamics for a job interview I was attending.This did the job perfectly, which was rather impressive considering I had never heard of Microsoft Dynamics previously.The book was informative without being overly confusing, I didn’t find the tone of the book to be patronising but rather sympathetic!I wouldn’t recommend this for people who are already familiar with the software but it is an excellent starting point for those of us who haven’t encountered Microsoft Dynamics before.

⭐This is quite easy to use and understand. However, its not the current version. There are self help tutorial guides on Youtube!

⭐Great book, even if you are an advanced user of CRM it is helpful for brushing up and full of great ideas.

⭐Great Product!

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