Maximizing Your Sales with Microsoft Dynamics CRM 2011

by Edward Kachinske

Overview

If you're a sales professional running Microsoft Windows, Microsoft Dynamics CRM is the perfect customer relationship management system for you. Why? Because it's the only CRM system that can be fully integrated into Microsoft Office Outlook and other programs to save time and help automate processes. Additionally, it has many other built-in tools that help busy sales professionals manage the interactions they have with customers, from first contact through purchase and post-sales. If you're one of these busy sales professionals, you need an easy reference tool to maximize your use of Microsoft Dynamics CRM 2011's varied feature set. Maximizing Your Sales with Microsoft Dynamics CRM 2011 is that tool. The book explains, in concise, easy-to-understand language, how to get the most out of this helpful CRM software. Topics like working with contacts and accounts, managing opportunities and schedules, writing letters, sending e-mails, running reports and more are explored in-depth. With this book and Microsoft Dynamics CRM 2011, you'll also be able to perform numerous other functions that will speed up your workflow and keep your customers happy. The book even comes with a handy reference card that you can tear out and keep near your computer when you need a quick tip or shortcut.

Product Details

ISBN-13:	9781435458833
Publisher:	Cengage Learning
Publication date:	04/13/2011
Sold by:	CENGAGE LEARNING
Format:	eBook
File size:	6 MB

About the Author

Edward Kachinske has written or co-written more than 25 books on CRM-related topics, including Maximizing Your Sales with Microsoft Dynamics CRM 4.0, Maximizing Your Sales with Salesforce.com, and Managing Contacts with Outlook. He is a frequent speaker at CRM-related conferences and is on the Microsoft Dynamics EC Advisory Board. Edward is the President of Innovative Solutions, a Gold Certified Microsoft Dynamics CRM Partner. He is certified in Microsoft Dynamics CRM and is a Microsoft Certified Trainer.

Timothy Kachinske has written more than a dozen books on CRM and non-profit management topics. Titles written by Tim include Maximizing Your Sales with Microsoft Dynamics CRM 4.0 and 90 Days to Success in Fundraising. He has 17 years of experience as a development officer for various non-profit organizations, and he has been designing CRM solutions for NFP organizations for more than a decade. Tim teaches an online class on Microsoft Dynamics CRM and a class on non-profit fundraising through a consortium of colleges and universities. He is a Microsoft Certified Trainer and is certified in Microsoft Dynamics CRM and SharePoint.

Adam Kachinske is a CRM consultant for Innovative Solutions in Washington, DC. This is his second book on Microsoft Dynamics CRM. Adam is a Microsoft Certified Technical Specialist for Microsoft Dynamics CRM, and he is also certified in SharePoint.

Table of Contents

1. Working with Leads. 2. Working with Accounts. 3. Working with Contacts. 4. Finding Your Data. 5. Using Microsoft Dynamics CRM within Outlook. 6. Managing Opportunities. 7. Scheduling Activities within Microsoft Dynamics CRM. 8. Managing Campaigns. 9. Marketing Lists. 10. Mail Merge. 11. Sending E-mail. 12. Managing Contracts. 13. Managing Cases. 14. Using the Knowledge Base. 15. Service Scheduling. 16. Import and Export. 17. Running Reports. 18. Using Workflow. 19. Setting CRM Options. 20. Defining Entities and Fields. 21. Managing Users and Security Roles. 22. Creating Business Unites and Teams. 23. Sharing and Assigning Records. 24. Ten Products that Extend Microsoft Dynamics CRM's Functionality. 25. Online Resources.