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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
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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