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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
NET, empowering business people
NET, Enterprise Portal 2nd
NET, expanded customer access
NET, integration
NET, internal integration
NET, new revenue streams
NET, shorter development times
NET, Web services
NET, Web sites, evolving
New Activity command (New menu)
New Article button
New Contract button
New Document from Existing Document option (mail merge)
New Email Template button
New menu commands, New Activity
New Schema Field Properties dialog box 2nd
news, online communities 2nd
news, online communities, CRMConferences.com
news, online communities, RealMarket Today
news, online communities, Search CRM
nodes, Deployment Manager 2nd
nodes, Deployment Manager, Attributes 2nd 3rd 4th 5th 6th 7th 8th 9th
nodes, Deployment Manager, Entity Mapper 2nd 3rd 4th
nodes, Deployment Manager, Schema Manager 2nd
nondisclosure agreements, service vendors
Note objects, creating
notes 2nd 3rd 4th 5th
notes (special feature) 2nd
Notes record, Sales Opportunities
Notes, attaching
Notes, linked objects
notifications, workflow rule
numbers, phone, inserting
object type codes 2nd 3rd 4th
object type, actions 2nd 3rd
objects, Accounts
objects, Activities, linking
objects, Contact Status
objects, Contacts 2nd
objects, Contacts, fields
objects, Contacts, types
objects, CRMAccount
objects, CRMContact
objects, CRMCustomerAddress
objects, CRMQuery
objects, Customer Service, Contract Templates 2nd 3rd
objects, Customer Service, Contract Templates, fields 2nd 3rd 4th
objects, Customer Service, Leads
objects, Customer Service, relationships
objects, Customer Service, Service Contract Templates
objects, Customer Service, Service Contracts 2nd 3rd
objects, Customer Service, Service Contracts, Contract Line Item Calendar
objects, Customer Service, Service Contracts, Contract Line Items 2nd 3rd 4th 5th
objects, Customer Service, Service Contracts, fields 2nd 3rd
objects, Customer Service, Service Contracts, lifecycle
objects, Customer Service, Service Contracts, statuses 2nd 3rd 4th
objects, eResources 2nd
objects, future
objects, mapping 2nd
objects, Note, creating
objects, Notes, linking
objects, Opportunity
objects, related, updating 2nd 3rd
objects, statuses 2nd
objects, workflow, triggering
Office (Microsoft), Integration component
offline concepts, CRMSO 2nd 3rd
offline concepts, CRMSO, data
offline concepts, CRMSO, records
offline features 2nd
Offline Folder file
offline, going offline 2nd 3rd
offline, going offline, data conflicts 2nd 3rd
offline, going offline, dropped connections 2nd
offline, going offline, hardware failure 2nd
offline, going offline, scalability 2nd 3rd
OLAP (online analytic processing systems)
OLTP (online transaction processing), comparisons 2nd
OLTP (online transaction processing), implementation model
OLTP (online transaction processing), requirements 2nd
On Hold status (Contracts)
OnChange events, JavaScript, adding 2nd
Oncontact Software
one--stop shopping, service vendor integration
One-to-one marketing
Ongoing Performance Testing (testing category) 2nd
online analytic processing systems (OLAP)
online business [See e-business]
online communities 2nd 3rd 4th 5th 6th
online communities, associations, AARM (Association for the Advancement of Relationship Marketing)
online communities, associations, Association for Interactive Marketing (AIM)
online communities, associations, Business Process Management Group
online communities, associations, CRM Assist
online communities, associations, CRM Foundation
online communities, associations, CRM Project
online communities, associations, CRM-Forum
online communities, associations, CRM2day
online communities, associations, CRMCommunity
online communities, associations, CRMguru.com
online communities, associations, CRMXchange
online communities, associations, Customer Service Network
online communities, associations, Destination CRM
online communities, associations, eCustomerServiceWorld.com
online communities, associations, GreaterChinaCRM.org
online communities, associations, Intelligent CRM
online communities, associations, Internet Alliance (IA)
online communities, associations, Marketing Competence
online communities, associations, Resource Center
online communities, associations, The Direct Marketing Association (The DMA)
online communities, collaboration opportunities
online communities, connecting, cautions
online communities, connecting, guidelines
online communities, consulting resources
online communities, information exchange
online communities, inspiration, Archetype Discoveries Worldwide
online communities, inspiration, Excalibur Exhibits and Events
online communities, inspiration, Metamorphosis International
online communities, inspiration, Millionaire Eagles
online communities, inspiration, The Perfect Customer
online communities, interactions 2nd
online communities, interactions, anonymity
online communities, interactions, email
online communities, interactions, honesty
online communities, interactions, personal information
online communities, interactions, problem reporting
online communities, moderators
online communities, news, CRMConferences.com
online communities, news, RealMarket Today
online communities, news, Search CRM
online communities, peer support
online communities, publications, Customer Contact World Magazine
online communities, publications, e-CRM Magazine
online communities, publications, Field Force Automation [italics] Magazine
online communities, questions/answers 2nd
online communities, research resources
online communities, resource links
online communities, resources, 1to1service
online communities, resources, Business Intelligence
online communities, resources, Capterra
online communities, resources, ECCS
online communities, resources, Hewson Group
online communities, resources, isitCRM.com
online communities, resources, Talisma Corporation
online communities, rules
online communities, use case
online communities, vendor resources
online communties, associations
online communties, inspiration
online communties, news
online communties, publications
online communties, resources
online features 2nd
Online Services icon
online transaction processing (OLTP), comparisons 2nd
online transaction processing (OLTP), implementation model
online transaction processing (OLTP), requirements 2nd
Onxy
Onyx
operation applications, Data Warehousing
operations, user interfaces
operators =
operators+=
operators, *=
operators, -=
operators, AND
operators, AND NOT
operators, OR
operators, Update Object
Opportunities
Opportunities (Sales) 2nd
Opportunities (Sales), Activities records 2nd 3rd
Opportunities (Sales), Competitor records 2nd
Opportunities (Sales), Contacts records
Opportunities (Sales), fields 2nd
Opportunities (Sales), forecast
Opportunities (Sales), Invoice records 2nd 3rd
Opportunities (Sales), Notes records
Opportunities (Sales), Orders records 2nd
Opportunities (Sales), pipeline
Opportunities (Sales), Product records 2nd
Opportunities (Sales), Quotes records 2nd
Opportunities (Sales), records
Opportunities (Sales), Sales tab
Opportunities (Sales), setting up 2nd 3rd
opportunity management, marketing (business processes)
opportunity management, Sales component
Opportunity object
Opportunity template
opportunity tracking, workflow rule
Options command (Tools menu) 2nd 3rd 4th 5th
OR operator
Oracle Small Business Suite 2nd
order management, Sales component
Order template
Orders record, Sales Opportunities 2nd
Organization names
Organization, hierarchy
organization, implementation strategies (vendors)
organizing, sales process (customer-centricity business processes)
Originating Contract field (Service Contracts)
Outlook [See Microsoft Outlook]
Outlook, access
Outlook, auto-signature feature
Outlook, integration
Outlook, reports
Outlook, synchronization, Sales component
Overture Software
Owner field (Service Cases)
Owner field (Service Contracts)
owners, business applications, service vendors 2nd 3rd
Owners, records 2nd
Page Control
Page Init() method
Pages [See also home page]
pages, Clone.aspx
partners, requirement communications (service vendors)
partners, sales
partnership model, business cases
partnership model, business requirements
partnership model, component design 2nd
partnership model, construction
partnership model, implementing
partnership model, project scope
partnership model, strategic vision
partnership model, testing 2nd
partnership model, user model
PassParams element (isv.config file)
PayPal
peer support, online communities
Peppers & Rogers
Perfect Customer (The) Web site
performance management, customer service processes
performance, business, measuring
performance, companies, service vendor evaluations 2nd
personal folder file 2nd
personal information, online community interactions
Personal templates
Personal Work (Workplace Sub-Area)
personalization, customers
phone numbers, inserting
picklist fields 2nd 3rd 4th 5th
picklist fields, OnChange events, JavaScript, adding 2nd
pilot projects, component sponsors, implentation strategies
pilot projects, vendors 2nd 3rd
pilot projects, vendors, results evaluation 2nd
pilot projects, vendors, risks 2nd 3rd
Pipeline
pipeline management, workflow rule
pipelines, sales
Pivotal
Planning 2nd
planning, business, contributor role
planning, prototype meetings
planning, requirement communications (service vendors) 2nd
planning, steering committees
Platform 2nd 3rd
platform, architecture evaluations
platform, business
platforms, business
Pop Art
portals, customer (evolution)
portals, Customer Portal
portals, customer, scenarios
portals, Enterprise Portal 2nd
portals, external, creating
portals, external, security
portals, internal, creating
portals, internal, security
portals, Mobile Portal 2nd 3rd 4th 5th
portals, Mobile Portal, installing
positioning, product
Post URL (workflow action) 2nd
pound sign (#)
pragmatic approaches, project approaches (change management) 2nd
previews, customizing 2nd
Price List Items
Price Lists, Product Catalog
pricing analysts
Pricing field (Service Contracts)
principles, busineses, applying
principles, busineses, applying, making informed decisions 2nd
principles, busineses, applying, selling effectively
principles, busineses, applying, service
Print button
Print Quote for Customer command (File menu)
printing, active record lists
printing, Invoices
printing, Quotes
printing, records
priorities, defining
priorities, identifying
prioritizing, business needs, establishing requirements (service vendors)
Priority field (Service Cases)
Privileges 2nd 3rd 4th
Privileges, Append
Privileges, Append To
Privileges, Assign
Privileges, Create
Privileges, Delete
Privileges, Enable/Disable
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