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
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