By Joel Scott
The suitable introductory advisor to Microsoft's a lot expected access into the client courting administration (CRM) software program marketplaceDiscusses the most important gains of Microsoft's CRM software program, together with instruments to assist companies promote extra successfully, deal with all patron communications in a single position, song and convert leads, make proficient judgements quicker, and supply constant serviceProvides professional information and tips to make the software program paintings extra effectivelyExplains the best way to in achieving elevated patron delight, shopper loyalty, and extra ecocnomic shopper relationshipsAuthor is taken into account certainly one of a handful of worldwide specialists on CRM for small- and medium-sized companies
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Additional info for Microsoft CRM for Dummies
Sample text
The categories are as follows: ߜ Business Unit Settings: Create Users and Teams and assign security ߜ Template Manager: Create and manage templates for e-mail, Contracts, and the Knowledge Base ߜ Subject Manager: Manage all the information in your Knowledge Base ߜ Sales Territory Manager: Assign Team members to territories and manage those territories ߜ Announcements: Create and edit internal announcements ߜ Product Catalog: Maintain a Product Catalog that integrates with quoting and invoicing Chapter 2: Navigating the Microsoft CRM System Figure 2-2: Categories of settings.
It has Records for Leads that are expected to grow into Opportunities. It has fields in the Account and Contact Records that are meant to assist you in organizing your efforts to make a deal. With a little forethought and customizing, you can use Microsoft CRM to ensure that you keep the Accounts you already have. CRM vendors have put very little emphasis on this, but it is relatively simple and will actually provide the return on your investment that everyone is looking to generate. 17 18 Part I: Microsoft CRM Basics Deciding Whether Microsoft CRM Fits Your Needs Microsoft CRM is not for everyone, but it’s inevitable that an enormous wave of companies will adopt it.
Several thirdparty vendors are also promising to do so. Some of the basic calendar and literature management functionality that you are used to is just plain missing. If you are used to looking up other people’s schedules, you will need to learn a new way of handling this. If you want to automate your marketing, you may be disappointed here as well. If you don’t have good, fast, and reliable Internet access, this Internet-based system may be more of a hassle than a help. This access is critical not just if you are working at home or from a hotel, but even if you are sitting in your company headquarters ten feet from the server.