Tag: Joel Scott

If you run a small business, you know how important customer relationship management, or CRM, can be to your bottom line. And you know it can be a bit daunting. Well, not with GoldMine and GoldMine 8 For Dummies!GoldMine is business software designed to help you organize your contacts, track activities, schedule appointments, create reports that tell you how you’re doing, and make accurate business projections. GoldMine 8 is completely revised to make it more useful than ever, once you get the hang of it. That’s where GoldMine For Dummies comes to the rescue! Written by an authorized GoldMine trainer, this guide shows you how to:Set up GoldMine 8 and customize it for your businessCreate, view, and update customer recordsSchedule activities and manage leadsMonitor your marketing efforts and see what’s workingPredict sales based on past resultsWork with GoldMine’s e-mail systemOrganize and distribute informationAccess GoldMine from outside your officeIntegrate GoldMine with your company Web siteEven if you’ve used a previous version of GoldMine, you’ll find some big changes in this newest revision, but GoldMine 8 For Dummies makes it easy to get up to speed. When you’ve read this book and discovered how GoldMine can help you keep track of your clients, reduce costs, and improve efficiency, you’ll think you’ve hit the motherlode!

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!

The ideal introductory guide to Microsoft's much anticipated entry into the Customer Relationship Management (CRM) software marketplaceDiscusses the key features of Microsoft's CRM software, including tools to help businesses sell more effectively, manage all customer communications in one place, track and convert leads, make informed decisions faster, and provide consistent serviceProvides expert tips and tricks to make the software work more effectivelyExplains how to achieve increased customer satisfaction, customer loyalty, and more profitable customer relationshipsAuthor is considered one of a handful of global experts on CRM for small- and medium-sized businesses

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