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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
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
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