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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
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Предметный указатель
Contact Info view, Full Name column
contact management system, sales process (customer-centricity business processes)
contact management, marketing (business processes) 2nd
Contact Status
Contact template
contacts 2nd 3rd 4th
Contacts record, Sales Opportunities
Contacts, Cases
Contacts, creating 2nd
Contacts, fields
Contacts, Opportunities
Contacts, types
Content Area (home page), Activities Cell 2nd
Content Area (home page), Announcements Cell 2nd
content management
Contract Address field (Service Contracts)
Contract End Date field (Service Contracts)
Contract field (Service Cases)
Contract ID field (Service Contracts)
Contract Line field (Service Cases)
Contract Line Item Calendar
Contract Line Item screen
Contract Line Items 2nd 3rd 4th 5th
Contract Line Items, fields 2nd 3rd
Contract Name field (Service Contracts)
contract services, customer service processes
Contract Start Date field (Service Contracts)
Contract template
Contract Template field (Service Contracts)
Contract Templates 2nd 3rd
Contract Templates, fields 2nd 3rd 4th
Contracts (Service Contracts) 2nd 3rd
Contracts (Service Contracts), Contract Line Item Calendar
Contracts (Service Contracts), Contract Line Items 2nd 3rd 4th 5th
Contracts (Service Contracts), Contract Line Items, fields 2nd 3rd
Contracts (Service Contracts), fields 2nd 3rd
Contracts (Service Contracts), lifecycle
Contracts (Service Contracts), stauses 2nd 3rd 4th
Contracts command (Service menu)
contracts, Customer Service component
contracts, service vendors, RFP (requests for proposal)
contracts, service vendors, virtual connections 2nd
contributor role, process model integration 2nd
contributors, roles, businesses processes (customer-centricity)
controls, Crystal Smart Viewer ActiveX
controls, report navigation
conversion mapping
Convert Lead button
Convert to Kit command (Action menu)
converting, Leads 2nd 3rd
converting, processes
Core CRM edition
Core records 2nd
Corporate CRM, analytic applications
Corporate CRM, customer information 2nd
Corporate CRM, Data Warehousing 2nd 3rd
Corporate CRM, reporting 2nd
Corporate Information Architecture, Data Warehousing
corporate management, contributor role
corporate systems, internal/external integration
corrections, change management 2nd
corrections, change management, drafts 2nd 3rd 4th
corrections, change management, making decisions
corrections, change management, model fluidity
corrections, change management, models
corrections, models
cost levels, customer service processes
Create Activity (workflow action) 2nd
Create Invoice button 2nd
Create method
Create Note (workflow action)
Create Order button
Create Privilege
Create Rule from Template
CRM Assist Web site
CRM Foundation Web site
CRM market 2nd
CRM market, competitors 2nd 3rd
CRM Project Web site
CRM services, campaign management 2nd
CRM services, campaign management, Overture Software
CRM services, campaign management, Pop Art
CRM services, campaign management, YellowBrick Solutions
CRM services, customer contact, Customer Care International's Xtend Commerce
CRM services, customer contact, Siemens' HiPath ProCenter Office
CRM services, customer self-help, Onyx
CRM services, customer self-help, Oracle Small Business Suite
CRM services, eCommerce, Microsoft bCentral
CRM services, eCommerce, Oracle Small Business Suite
CRM services, eCommerce, PayPal
CRM services, field service automation, IBM Start Now Wireless Solutions for Small and Medium business
CRM services, field service automation, ServiceHub
CRM services, Sales Force Automation, salesforce.com Inc.
CRM services, Sales Force Automation, SalesLogix2000
CRM services, Web Content Management ASP Vendors, Atomz
CRM services, Web Content Management ASP Vendors, Clickability
CRM services, Web Content Management ASP Vendors, CrownPeak
CRM, Corporate, analytic applications
CRM, Corporate, customer information 2nd
CRM, Corporate, Data Warehousing 2nd 3rd
CRM, Corporate, reporting 2nd
CRM-Forum Web site
CRM2day Web site
CRMAccount object
CRMCO, synchronizing
CRMCommunity Web site
CRMConferences.com Web site
CRMContact object
CRMCRYSTAL database
CRMCustomerAddress object
CRMguru.com Web site
CRMQuery object
CRMSO 2nd 3rd
CRMSO, (Microsoft CRM Sales for Outlook)
CRMSO, configuration 2nd
CRMSO, configurations 2nd 3rd
CRMSO, configurations, email promotion 2nd
CRMSO, configurations, mail merge 2nd 3rd 4th
CRMSO, customization 2nd
CRMSO, deployment 2nd
CRMSO, folders, archive files
CRMSO, folders, CRM folders
CRMSO, folders, Offline Folder file
CRMSO, folders, personal folder file 2nd
CRMSO, folders, Public Folders
CRMSO, going offline 2nd
CRMSO, going offline, data conflicts 2nd 3rd
CRMSO, going offline, dropped connections 2nd
CRMSO, going offline, hardware failure 2nd
CRMSO, going offline, scalability 2nd 3rd
CRMSO, mailboxes, Exchange mailbox
CRMSO, mappings
CRMSO, offline concepts 2nd 3rd
CRMSO, offline concepts, data
CRMSO, offline concepts, records
CRMSO, pull subscriptions
CRMSO, synchronization 2nd 3rd 4th
CRMSO, synchronization, data conflicts 2nd 3rd
CRMSO, synchronization, dropped connections 2nd
CRMSO, synchronization, hardware failure 2nd
CRMSO, synchronization, scalability 2nd 3rd
CRMSO, synchronization, SQL Server replication 2nd
CRMXchange Web site
cross-references (special feature)
CrownPeak
Crystal Decisions Web site
Crystal Professional version 8.5
Crystal Reports Enhancement for Microsoft CRM 2nd
Crystal Reports, reports, creating/modifying 2nd 3rd
Crystal Smart Viewer ActiveX control
CSR (customer service representative)
CSR Manager role
CSR role
CSRs [See customer service representatives]
CSS (Customer Service and Support)
CSV (comma-separated value) 2nd
custom buttons
custom feedback, establishing requirements (service vendors)
custom menus
custom reports 2nd 3rd
custom schema fields 2nd 3rd
custom tabs
customer access, .NET
customer applications, integration, service vendor evaluations
Customer Care International, Xtend Commerce
Customer Contact World Magazine Web site
customer contact, Customer Care International's Xtend Commerce
customer contact, Siemens' HiPath ProCenter Office
customer data, migrating (Scribe Migrate)
customer feedback, customer service processes
Customer field (Service Cases)
Customer field (Service Contracts)
customer information, Corporate CRM 2nd
customer information, managing
customer interactions, data management lifecycle
Customer knowledge
customer management, marketing (business processes) 2nd
customer personalization integration, .NET
Customer Portals
customer portals (evolution)
customer portals, scenarios
customer self-help, Onyx
customer self-help, Oracle Small Business Suite
customer self-service
Customer service 2nd
Customer Service and Support (CSS)
Customer Service component 2nd
Customer Service component, activity management
Customer Service component, case management
Customer Service component, contracts
Customer Service component, email auto-response
Customer Service component, information sharing
Customer Service component, queuing
Customer Service component, routing
Customer Service component, searchable knowledgebases
Customer Service configuration
Customer Service configurations
Customer Service edition
Customer Service edition, Professional
Customer Service edition, Standard
Customer Service module 2nd 3rd 4th 5th
Customer Service Network Web site
customer service processes, automating 2nd
customer service processes, case management 2nd
customer service processes, contract services
customer service processes, cost levels
customer service processes, customer feedback
customer service processes, FAQs (Frequently Asked Questions) 2nd
customer service processes, Knowledge Base articles 2nd
customer service processes, performance management
customer service processes, queuing 2nd
customer service processes, routing 2nd
Customer Service Professional configuration
customer service reports 2nd 3rd 4th
customer service representative (CSR)
customer service representatives (CSRs), questions and answers
customer service representatives (CSRs), Sales component
customer service representatives (CSRs), searches
customer service representatives (CSRs),customer view
customer service, front-office
Customer Service, KB (Knowledge Base) Manager 2nd
Customer Service, KB (Knowledge Base) Manager, Article Queues
Customer Service, KB (Knowledge Base) Manager, Article Queues, Subjects
Customer Service, KB (Knowledge Base) Manager, searches 2nd
Customer Service, new customers, transitioning 2nd
Customer Service, objects, Contract Templates 2nd 3rd
Customer Service, objects, Contract Templates, fields 2nd 3rd 4th
Customer Service, objects, Leads
Customer Service, objects, relationships
Customer Service, objects, Service Contracts 2nd 3rd
Customer Service, objects, Service Contracts Templates
Customer Service, objects, Service Contracts, Contract Line Item Calendar
Customer Service, objects, Service Contracts, Contract Line Items 2nd 3rd 4th 5th
Customer Service, objects, Service Contracts, fields 2nd 3rd
Customer Service, objects, Service Contracts, lifecycle
Customer Service, objects, Service Contracts, statuses 2nd 3rd 4th
Customer Service, Queues 2nd
Customer Service, Queues, Case assignments 2nd
Customer Service, Queues, Public Queues
Customer Service, Queues, User Queues
Customer Service, Service Cases 2nd 3rd 4th 5th
Customer Service, Service Cases, Activities
Customer Service, Service Cases, fields 2nd 3rd 4th
Customer Service, Service Cases, statuses
customer views, business processes, aligning (customer-centricity)
customer-centricity 2nd 3rd
customer-centricity intelligence applications
customer-centricity, business models
customer-centricity, business processes 2nd
customer-centricity, business processes, automating 2nd
customer-centricity, business processes, best guess models, building
customer-centricity, business processes, best guess models, validating
customer-centricity, business processes, business ambiguity to technical precision 2nd
customer-centricity, business processes, communication
customer-centricity, business processes, communication, communication activity management
customer-centricity, business processes, communication, email campaigns
customer-centricity, business processes, communication, reports
customer-centricity, business processes, communication, sales literature management 2nd
customer-centricity, business processes, customer service processes, automating 2nd
customer-centricity, business processes, customer service processes, case management 2nd
customer-centricity, business processes, customer service processes, contract services
customer-centricity, business processes, customer service processes, cost levels
customer-centricity, business processes, customer service processes, customer feedback
customer-centricity, business processes, customer service processes, FAQs (Frequently Asked Questions) 2nd
customer-centricity, business processes, customer service processes, Knowledge Base articles 2nd
customer-centricity, business processes, customer service processes, performance management
customer-centricity, business processes, customer service processes, queuing 2nd
customer-centricity, business processes, customer service processes, routing 2nd
customer-centricity, business processes, customer view alignment
customer-centricity, business processes, deliverables 2nd
customer-centricity, business processes, goals 2nd
customer-centricity, business processes, interviews 2nd
customer-centricity, business processes, mapping 2nd
customer-centricity, business processes, marketing
customer-centricity, business processes, marketing, account management 2nd
customer-centricity, business processes, marketing, competitor management
customer-centricity, business processes, marketing, contact management 2nd
customer-centricity, business processes, marketing, customer management 2nd
customer-centricity, business processes, marketing, lead management
customer-centricity, business processes, marketing, marketing list management
customer-centricity, business processes, marketing, opportunity management
customer-centricity, business processes, quiz
customer-centricity, business processes, recommendations 2nd
customer-centricity, business processes, roles
customer-centricity, business processes, roles, champions
customer-centricity, business processes, roles, contributors
customer-centricity, business processes, roles, integrators 2nd 3rd
customer-centricity, business processes, sales process 2nd
customer-centricity, business processes, sales process, contact management system
customer-centricity, business processes, sales process, forecasting 2nd
customer-centricity, business processes, sales process, organizing
customer-centricity, business processes, sales process, sales force management 2nd
customer-centricity, business processes, use case 2nd
customer-centricity, business processes, user scenarios 2nd 3rd
customer-centricity, business processes, viewpoint analysis models 2nd 3rd 4th
customer-centricity, e-channels, fusing 2nd
customer-centricity, information, managing
customer-centricity, integrations
customer-centricity, strategic views
customer-centricity, traditional channels, fusing 2nd
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