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Brown L., Gravely J. — Using Microsoft CRM
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Название: Using Microsoft CRM
Авторы: Brown L., Gravely J.
Аннотация: A sophisticated yet easy-to-use software program, Microsoft CRM handles the full range of Sales and Customer Service functions, and allows the user to access key customer and sales information from Microsoft Outlook and the Web. It is designed for rapid deployment, ease of use, and integration with Microsoft Office and Microsoft Great Plains' back-office solutions, increasing information reliability, employee usage and productivity.
Special Edition Using Microsoft CRM shows sales, service, and business development specialists how to manage small businesses with the sophisticated technology that, until now, has been reserved for large corporations. Based on the author's real-world experience building CRM systems, this book provides the expert advice that MS CRM users need. To make the move to customer-centric operations using MS CRM, companies need an in-depth guide to managing the process, using the software, and making the implementation decisions that are required.
Язык:
Рубрика: Технология /
Статус предметного указателя: Готов указатель с номерами страниц
ed2k: ed2k stats
Год издания: 2003
Количество страниц: 552
Добавлена в каталог: 14.10.2007
Операции: Положить на полку |
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Предметный указатель
# (pound sign)
' (apostrophe)
* (asterisk)
*= operator
+= operator
-= operator
.csv file format
.ost file extensions
.pst file extension 2nd
1to1service Web site
80/20 rule
< (less than sign)
= operator
AARM (Assocation for the Advancement of Relationship Marketing) Web site
Abbreviation field (Contract Templates)
ABC Bar (Jump Bar)
Acceptance (testing category) 2nd
ACCESS 2nd
Access Levels 2nd
access, customer access, .NET
access, Microsoft Outlook
access, Web
accessing, communities 2nd
accessing, Deployment Manager
accessing, Web client
account executives 2nd
account management, marketing (business processes) 2nd
Account template
account-management systems
accounts 2nd 3rd
Accounts, Cases
Accounts, hierarchy
Accounts, Opportunities
Accounts/Contacts tab
actio, object types 2nd 3rd
actio, workflow, Assign Object 2nd
actio, workflow, Change Status
actio, workflow, Create Activity 2nd
actio, workflow, Create Note
actio, workflow, Post URL 2nd
actio, workflow, Run Subprocess 2nd
actio, workflow, Send Email 2nd
actio, workflow, Stop 2nd
actio, workflow, Update Object 2nd 3rd 4th
Action Bar 2nd 3rd 4th
Action menu commands, Close Activity 2nd
Action menu commands, Convert to Kit
Actions lists
Actions menu comman, Deactivate Contact
Active Contact Status
Active Directory 2nd
Active status (Contracts)
Active status (Service Cases)
Activities 2nd 3rd 4th 5th
Activities Cell 2nd
Activities record, Sales Opportunities 2nd 3rd
Activities Sub-Area (Workplace) 2nd
Activities tab 2nd 3rd
Activities, attaching
Activities, canceled
Activities, completed
Activities, creating 2nd
Activities, creating (Sales Process)
Activities, due dates
Activities, emails, promoting 2nd
Activities, linked objects
Activities, Service Cases
Activities, tracking
Activities, types
Activity History tab
activity management, Customer Service component
activity management, Sales component
Activity Summary customization 2nd
Activity Summary tab
Add Mapping option
Add Schema Field option
administrative reports 2nd
Advanced Find 2nd 3rd
Advanced Find command (Tools menu) 2nd
Advanced Find view, customizing
Advanced Query Builder window
advertising specialists
After option (wait for timer condition)
Aggressive Browser key (web.config file)
agreements, service vendors, RFP (requests for proposal)
agreements, service vendors, virtual connections 2nd
AIM (Assocation for Interactive Marketing) Web site
aligning, customer views, business processes (customer-centricity)
Allotment Type field (Contract Templates) 2nd
Allotment Type field (Service Contracts)
Allotments Remaining field (Contract Line Items)
Allotments Used field (Contract Line Items)
allotments, Service Contract Templates
analytic applications, Corporate CRM
analytical processing
analyzing 2nd
analyzing, process model integration 2nd
AND NOT operator
and operator
Announcements Cell 2nd
anonymity, online community interactions
answers/questions, online communities 2nd
API, external applications, preparing
API, external applications, Run method
API, external applications, Run method, Section 1 2nd
API, external applications, Run method, Section 2
API, external applications, Run method, Section 3
API, external applications, Run method, Section 4 2nd 3rd
API, external applications, writing 2nd 3rd
apostrophe (')
Append Privilege
Append To Privilege
application code, installing
application programming interfaces
application services provider (ASP) 2nd
applications [See also external applications]
applications, analytic, Corporate CRM
applications, business, service vendors
applications, business, service vendors, owners 2nd 3rd
applications, customer, integration (service vendor evaluations)
applications, customer-facing, back-end integration (evolution)
applications, enterprise (e-business)
applications, integrations
applications, intelligence, customer-centricity
applications, operations, Data Warehousing
applications, related, integration (service vendor evaluations)
applications, server, Exchange Connector 2nd
applications, verticals, CRM competitors
Applix
applying, principles, business
applying, principles, business, making informed decisions 2nd
applying, principles, business, selling effectively
applying, principles, business, service
Appointment link
appointments (Calendar), creating 2nd
approaches, change management, selecting 2nd
approaches, iterative, testing, validation/verification processes (vendors) 2nd 3rd 4th
approaches, project, change management
approaches, project, change management, pragmatic approaches 2nd
approaches, project, change management, structured approaches
approaches, project, change management, unstructured approaches 2nd
Archetype Discoveries Worldwide Web site
architecture, service vendor evaluations 2nd
archive files
Areas, Bottom Bar
Article Queues, Subjects
Articles, KB (Knowledge Base) 2nd 3rd 4th
articles, Knowledge Base, customer service processes 2nd
ASP (application services provider) 2nd
Assign Object (workflow action) 2nd
Assign Privilege
Assigned folder
Assigned Queues
assigning, identification values
assigning, records 2nd
assigning, workflow
assignment, call
Assocation for Interactive Marketing (AIM) Web site
Assocation for the Advancement of Relationship Marketing (AARM) Web site
associated URLs, Announcements Cell
Associated view, customizing
associations, online communities 2nd
associations, online communities, AARM (Association for the Advancement of Relationship Marketing)
associations, online communities, Assocation for Interactive Marketing (AIM)
associations, online communities, Business Process Management Group
associations, online communities, CRM Assist
associations, online communities, CRM Foundation
associations, online communities, CRM Project
associations, online communities, CRM-Forum
associations, online communities, CRM2day
associations, online communities, CRMCommunity
associations, online communities, CRMguru.com
associations, online communities, CRMXchange
associations, online communities, Customer Service Network
associations, online communities, Destination CRM
associations, online communities, eCustomerServiceWorld.com
associations, online communities, GreaterChinaCRM.org
associations, online communities, Intelligent CRM
associations, online communities, Internet Alliance (IA)
associations, online communities, Marketing Competence
associations, online communities, Resource Center
associations, online communities, The Direct Marketing Association (The DMA)
asterisk (*)
Atomz
attached documents, storing
Attributes and Mappings folder
Attributes node 2nd 3rd 4th 5th 6th 7th 8th 9th
audit trails, requirement communcations, planning (service vendors)
authentication, Windows
Auto-Numbering 2nd
auto-signature feature
automating, business processes (Workflow Monitor) 2nd 3rd 4th
automating, customer service processes 2nd
automating, customer-centricity business processes 2nd
automating, sales processes, customer-centricity business processes 2nd 3rd 4th 5th 6th 7th 8th
automation, field service automation, IBM Start Now Wireless Solutions for Small and Medium business
automation, field service automation, ServiceHub
automation, Sales Force Automation, salesforce.com Inc.
automation, Sales Force Automation, SalesLogix2000
B2B (Business to Business), versus B2C (Business to Consumer)
B2B (business-to-business) exchange 2nd 3rd
B2B (business-to-business) exchange, Web services 2nd 3rd
B2B (business-to-business) exchange, Web services, .NET
B2B (business-to-business) exchange, WSDL (Web Services Description Language)
B2B (business-to-business), customer/supplier interactions
B2C (Business to Consumer), versus B2B (Business to Business)
back-end integration, customer-facing applications (evolution)
bars, Report Group
Basic (User) Access Level
bCentral (Microsoft)
BCP (Bulk Copy Protocol)
Before option (wait for timer condition)
best guess models, business processes, building (customer-centricity)
best guess models, business processes, validating (customer-centricity)
best guess [edit quotes] models, building (process model integration)
best guess [edit quotes] models, validating (process model integration)
best of breed [edit quotes] composition, service vendor integration
Bill To Address field (Service Contracts)
Bill to Customer field (Service Contracts)
Billing End Date field (Service Contracts)
Billing Frequency field (Contract Templates)
Billing Frequency field (Service Contracts)
Billing Start Date field (Service Contracts)
BizTalk channels, tracking 2nd
BizTalk Document Tracking 2nd 3rd 4th 5th
BizTalk Mapper
BizTalk Messaging Manager 2nd 3rd 4th
BizTalk Server 2002 Partner edition 2nd 3rd 4th
Blank Email option (mail merge)
Blank Letter option (mail merge)
Bottom Bar (home page)
bottom-up implementation model, OLTP (online transaction processing)
Boxes [See also dialog boxes]2nd [See also check boxes]
boxes, Search
boxes, time, pragmatic approach (change management)
BPI (Business Process Integration)
Bulk Copy Protocol (BCP)
business alerts, thresholds
business ambiguity, business processes 2nd
business applications, owners 2nd 3rd
business applications, service vendors
business cases, partnership model
business decisions, supporting 2nd
business development managers
business exchange integration, .NET
Business Intelligence Web site
Business Management records 2nd
business management systems (existing), Integration component
business models, customer-centricity
business models, viewpoint analysis models (customer-centricity)
business needs, establishing requirements, prioritizing (service vendors)
business people, .NET
business performance monitoring
business performance, measuring
business planning, contributor role
business platform
business platforms
Business Process Integration (BPI)
Business Process Management Group Web site
business process models
business process reengineering
business processes, automating 2nd
business processes, automating (Workflow Monitor) 2nd 3rd 4th
business processes, best guess models, building (customer-centricity)
business processes, best guess models, validating (customer-centricity)
business processes, business ambiguity to technical precision 2nd
business processes, communication, communication activity management
business processes, communication, email campaigns
business processes, communication, reports
business processes, communication, sales literature management 2nd
business processes, customer service processes, automating 2nd
business processes, customer service processes, case management 2nd
business processes, customer service processes, contract services
business processes, customer service processes, cost levels
business processes, customer service processes, customer feedback
business processes, customer service processes, FAQs (Frequently Asked Questions) 2nd
business processes, customer service processes, Knowledge Base articles 2nd
business processes, customer service processes, performance management
business processes, customer service processes, queuing 2nd
business processes, customer service processes, routing 2nd
business processes, customer view alignement (customer-centricity)
business processes, customer-centricity, goals 2nd
business processes, deliverables (customer-centricity) 2nd
business processes, interviews (customer-centricity) 2nd
business processes, mapping 2nd
business processes, marketing, account management 2nd
business processes, marketing, competitor management
business processes, marketing, contact management 2nd
business processes, marketing, customer management 2nd
business processes, marketing, lead management
business processes, marketing, marketing list management
business processes, marketing, opportunity management
business processes, quiz
business processes, recommendations (customer-centricity) 2nd
business processes, redesign, process model
business processes, roles (business processes)
business processes, roles, champions (business processes)
business processes, roles, contributors (business processes)
business processes, roles, integrators (business processes) 2nd 3rd
business processes, sales process 2nd
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