Microsoft Dynamics CRM 4 For Dummies

Joel Scott · David Lee · Scott Weiss

Feb 2011 · Sold by John Wiley & Sons

About this ebook

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!

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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.