Showing posts with label David Lee. Show all posts
Showing posts with label David Lee. Show all posts

10/28/2009

Review of Microsoft Dynamics CRM 4 For Dummies (For Dummies (Computer/Tech)) (Paperback)

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



Click Here to see more reviews about: Microsoft Dynamics CRM 4 For Dummies (For Dummies (Computer/Tech)) (Paperback)

10/24/2009

Review of Microsoft CRM 3 For Dummies (For Dummies (Computer/Tech)) (Paperback)

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.


Product Description
Manage sales, service, and marketing processes all together



Find out how to manage customer information to make your business more productive

Whether 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

From the Back Cover
Manage sales, service, and marketing processes all together

Find out how to manage customer information to make your business more productive

Whether 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


Click Here to see more reviews about: Microsoft CRM 3 For Dummies (For Dummies (Computer/Tech)) (Paperback)