Microsoft CRM 3 For Dummies (For Dummies (Computer/Tech))

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

• The ideal introductory guide to Microsoft's much anticipated entry into the Customer Relationship Management (CRM) software marketplace
• Discusses the key features of Microsoft's CRM software, including tools to help businesses sell more effectively, manage all customer communications in one place, track and convert leads, make informed decisions faster, and provide consistent service
• Provides expert tips and tricks to make the software work more effectively
• Explains how to achieve increased customer satisfaction, customer loyalty, and more profitable customer relationships
• Author is considered one of a handful of global experts on CRM for small- and medium-sized businesses

A guide to Microsoft CRM covers such topics as navigating and personalizing the system, working with accounts and contacts, using e-mail, managing activities, managing business units, and security.