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Brown L., Gravely J. — Using Microsoft CRM
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: en

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 | Скопировать ссылку для форума | Скопировать ID
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Предметный указатель
business processes, sales process, contact management system      
business processes, sales process, forecasting      2nd
business processes, sales process, organizing      
business processes, sales process, sales force management      2nd
business processes, use case      2nd
business processes, user scenarios (customer-centricity)      2nd 3rd
business processes, viewpoint analysis models (customer-centricity)      2nd 3rd
business requirements document      
business requirements, partnership model      
Business Solutions ISV (Independent Software Vendors)      
business strategies      2nd 3rd 4th
business strategies, business performance, measuring      
business strategies, comprehension      
business strategies, customer-centricity      2nd
business technology consultants, communication modes      
business technology consultants, education      
business technology consultants, orientation      
business technology consultants, resource relationships      
business technology consultants, translators      
business technology consultants, wider experience      
Business to Business (B2B) versus B2C (Business to Consumer)      
Business to Consumer (B2C) versus B2B (Business to Business)      
business transaction processing      2nd
Business Unit Settings      2nd
Business Unit Settings, Access Levels      2nd
Business Unit Settings, Business Units      2nd
Business Unit Settings, Privileges      2nd 3rd 4th
Business Unit Settings, Queues      2nd
Business Unit Settings, Quotas      
Business Unit Settings, roles      2nd 3rd 4th 5th
Business Unit Settings, teams      2nd
Business Unit Settings, users      2nd
Business Unit Settings, Users command (Settings menu)      
Business units      2nd
Business Units, inheritance      
business, principle applications, making informed decisions      2nd
business, principle applications, selling effectivly      
business, principle applications, service      
business-to-business (B2B) exchange      2nd 3rd
business-to-business (B2B) exchange, Web services      2nd 3rd
business-to-business (B2B) exchange, Web services, .NET      
business-to-business (B2B) exchange, WSDL (Web Services Description Language)      
business-to-business (B2B), customer/supplier interactions      
businesses, improving (customer-centric)      
businesses, mid-sized, solutions      
businesses, small, solutions      
buttons, Calendar      
buttons, Close Invoice      
buttons, Convert Lead      
buttons, Create Invoice      2nd
buttons, Create Order      
buttons, custom      
buttons, Delete Rows      
buttons, Edit Mapping      
buttons, Export      
buttons, Filter      
buttons, Go Offline/Online      
buttons, Group Tree      
buttons, New Article      
buttons, New Contract      
buttons, New Email Template      
buttons, Print      
buttons, Promote Email to CRM Activity      2nd
buttons, Quick Call      
buttons, Refresh      
c360 SearchPac      2nd 3rd
c360 SearchPac, multifield search      2nd 3rd
c360 SearchPac, Query Manager      2nd 3rd 4th
Calendar button      
Calendar field (Contract Templates)      
Calendar Sub-Area (Workplace)      2nd
Calendar, appointments, creating      2nd
calendars, Contract Line Item Calendar      
call assignment      
Call Initiator field      
Call Recipient field      
call routing      
call tracking      
campaign management      2nd
campaign management, Overture Software      
campaign management, Pop Art      
campaign management, YellowBrick Solutions      
campaign managers      
campaigns, marketing, tracking      
canceled Activities      
Cancellation Date field (Service Contracts)      
Cancelled status (Contracts)      
Cancelled status (Service Cases)      
Capterra Web site      
case management, Customer Service component      
case management, customer service processes      2nd
Case Origin field (Service Cases)      
Case template      
Case Type field (Service Cases)      
cases      
Cases (Service Cases)      2nd 3rd 4th 5th
Cases (Service Cases), Activities      
Cases (Service Cases), assigning (Queues)      2nd
Cases (Service Cases), escalation      2nd
Cases (Service Cases), fields      2nd 3rd 4th
Cases (Service Cases), grouping      
Cases (Service Cases), statuses      
catalogs, Full Text Catalogs      
categories, testing, validation/verification processes (vendors)      2nd 3rd
cautions (special feature)      
CBI (Center for Business Intelligence)      
cells, Activities      2nd
cells, Announcements      2nd
Center for Business Intelligence (CBI)      
CEO-Biz Mgr role      
Certification      2nd
champion role, process model integration      
champions, roles, businesses processes (customer-centricity)      
change logs      
Change management      2nd 3rd
change management, approaches, selecting      2nd
change management, B2B (business-to-business) exchange      2nd 3rd
change management, B2B (business-to-business) exchange, Web services      2nd 3rd
change management, B2B (business-to-business) exchange, Web services, .NET      
change management, B2B (business-to-business) exchange, WSDL (Web Services Description Language)      
change management, BPI (business process integration)      
change management, change logs      
change management, corrections      2nd
change management, corrections, drafts      2nd 3rd 4th
change management, corrections, making decisions      
change management, corrections, model fluidity      
change management, corrections, models      
change management, Internet      2nd
change management, IT (Information Technology)      2nd
change management, model corrections      
change management, project approaches, pragmatic      2nd
change management, project approaches, structured      
change management, project approaches, unstructured      2nd
change management, requests      2nd
change management, wireless devices      2nd
change managers      
Change Status (workflow action)      
change status workflow      
Channel Properties Wizard      
channels, BizTalk, tracking      2nd
channels, e-channels, fusing (customer-centricity)      2nd
channels, field sales      
channels, Internet      
channels, Microsoft Reseller Partner Channel      2nd
channels, traditional, fusing (customer-centricity)      2nd
characters, invalid HTML      
charts, reports      2nd
chatting      
check activities (workflow condition)      
check boxes, Sales Literature      
check boxes, Show the name of this section on the form      
check for condition (workflow condition)      2nd
check object condition (workflow condition)      
Citrix/Remote Desktop environments, CRMSO      
Clickability      
clone customization      2nd 3rd 4th 5th 6th 7th
Clone.aspx page      
close (transactions)      
Close Activity command (Action menu)      2nd
Close Invoice button      
Code      [See syntax]
code, application, installing      
codes, object type      2nd 3rd 4th
collaboration opportunities, online communities      
collaborative CRM      
columns, Full Name, Contact Info view      
columns, tables, adding      
comma-separated value (CSV)      2nd
commands, Action menu, Close Activity      2nd
commands, Action menu, Convert to Kit      
commands, Actions menu, Deactivate Contact      
commands, File menu, Print Quote for Customer      
commands, New menu, New Activity      
commands, Service menu, Contracts      
commands, Settings menu, Business Unit Settings, Users      
commands, Settings menu, System Customization      
commands, Tools menu, Advanced Find      2nd
commands, Tools menu, Import      
commands, Tools menu, Options      2nd 3rd 4th 5th
commands, Tools menu, User Options      
Comments tab      
communication (business processes)      
communication, business technology consultants      
communication, communication activity management (business processes)      
communication, email campaigns (business processes)      
communication, reports (business processes)      
communication, sales literature management (business processes)      2nd
communications, proactive, service vendors      2nd
communications, service vendor requirements      2nd
communications, service vendor requirements, partners      
communications, service vendor requirements, planning      2nd
communications, service vendor requirements, teams      2nd
communications, service vendor requirements, vendor resources      
Communities      [See also online communities]
communities, accessing      2nd
companies, performance/viability, service vendor evaluations      2nd
competitor management, marketing (business processes)      
Competitor record, Sales Opportunities      2nd
competitors, CRM markets      2nd 3rd
completed Activities      
component design, partnership model      2nd
component sponsors, implementation strategies, measuring success      2nd
component sponsors, implementation strategies, pilot projects      
component sponsors, implementation strategies, prototype projects      
componentization, architecture evaluations      
components, Customer Service      2nd
components, Customer Service, activity management      
components, Customer Service, case management      
components, Customer Service, contracts      
components, Customer Service, email auto-response      
components, Customer Service, information sharing      
components, Customer Service, queuing      
components, Customer Service, routing      
components, Customer Service, searchable knowledgebases      
components, Integration      2nd
components, Integration, exisiting business management systems      
components, Integration, Microsoft Office      
components, Sales      2nd 3rd 4th
components, Sales, activity management      
components, Sales, complete customer view      
components, Sales, direct email      
components, Sales, Great Plains integrations      
components, Sales, information sharing      
components, Sales, Microsoft Outlook synchroniation      
components, Sales, opportunity management      
components, Sales, order management      
components, Sales, quotas      
components, Sales, reports      
components, Sales, sales library      
components, Sales, workflow rules      
components, technical, service vendor integration      
concurrency user licensing      2nd
conditions, workflow, check activities      
conditions, workflow, check for condition      2nd
conditions, workflow, check object condition      
conditions, workflow, Else[ellipsis]If construct      
conditions, workflow, wait activity condition      
conditions, workflow, wait for condition      
conditions, workflow, wait for conditions      
conditions, workflow, wait for object condition      
conditions, workflow, wait for timer condition      2nd
Configuration      2nd
configuration files, isv.config      2nd 3rd 4th 5th 6th 7th 8th
configuration files, web.config      2nd 3rd 4th 5th
Configuration Management      [See change management]
configuration, Deployment Manager      2nd 3rd 4th
configuration, Deployment Manager, accessing      
configuration, Deployment Manager, Attributes      2nd 3rd 4th 5th 6th 7th 8th 9th
configuration, Deployment Manager, Entity Mapper      2nd 3rd 4th
configuration, Deployment Manager, License Manager      2nd
configuration, Deployment Manager, nodes      2nd
configuration, Deployment Manager, publishing      2nd 3rd
configuration, Deployment Manager, Schema Manager      2nd
configuration, Deployment Manager, Server Manager      
configuration, Deployment Manager, User Manager      2nd
configuration, System Customization      2nd
configuration, Workflow Manager      2nd 3rd
configurations, CRMSO      2nd 3rd 4th 5th
configurations, CRMSO, email promotion      2nd
configurations, Customer Service      
configurations, Customer Service Professional      
configurations, editions      2nd 3rd
configurations, email      
configurations, mail merge      2nd 3rd 4th
configurations, Sales      
configurations, Sales Professional      
configurations, System Customization      2nd
configurations, System Customization, forms, customizing      2nd 3rd 4th 5th 6th
configurations, System Customization, previews, customizing      2nd
configurations, System Customization, Status fields      2nd
configurations, System Customization, Status Reason fields      2nd
configurations, System Customization, views      2nd 3rd 4th 5th
configurations, System Customization, views, Advanced Find view      
configurations, System Customization, views, Assoicated view      
configurations, System Customization, views, Main view      
connections, dropped (CRMSO)      2nd
connections, online communities, cautions      
connections, online communities, guidelines      
connections, virtual, service vendors      2nd
connectivity (Scribe Migrate)      
construction, partnership model      
constructs, Else[ellipsis]If (workflow condition)      
constructs, If[ellipsis]Then      
consultants, business technology, communication modes      
consultants, business technology, education      
consultants, business technology, orientation      
consultants, business technology, resource relationships      
consultants, business technology, translators      
consultants, business technology, wider experience      
consultants, credentials      
consultants, customer service      
consultants, expectations      2nd
consultants, hiring, best practices      2nd
consultants, hiring, implementation time      
consultants, hiring, technology transfer      
consultants, professionals      
consultants, referrals      
consultants, specialists      2nd
consultants, written proposals      
consulting resources, online communities      
1 2 3 4 5 6 7 8 9 10 11
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