Book is well-written and covers all the major subjects, but I can't help but think that there's more detail to CRM4 than what is presented. This is a broad overview. Good book for starters, but it won't tell you how to do what YOU want/need to do after setting things up. You will need to extrapolate that yourself. This is a good introduction, because it covers alot of ground, but it doessn't do more than introduce concepts and showing you where things are.
Don't get it if you are already familiar with MS Dynamics CRM.
Product 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 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!
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
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