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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
Privileges, Read      
Privileges, Reparent      
Privileges, roles      
Privileges, Share      
privileges, users and roles      
privileges, Workflow Process      
privileges, Workflow Process Instance      
Privileges, Write      
priviligees, Queues      
problem reporting, online community interactions      
process model, integration      2nd
process model, integration, analyzing/improving      2nd
process model, integration, best guess [edit quotes] models      2nd
process model, integration, deliverables      
process model, integration, interviews      
process model, integration, post implementation      
process model, integration, recommendations      
process model, integration, resources identification      2nd
process model, integration, role identification      2nd 3rd 4th
process models, business process redesign      
Processes      [See also business processes]
processes, converting      
processes, customer service, automating      2nd
processes, customer service, case management      2nd
processes, customer service, contract services      
processes, customer service, cost levels      
processes, customer service, customer feedback      
processes, customer service, FAQs (Frequently Asked Questions)      2nd
processes, customer service, Knowledge Base articles      2nd
processes, customer service, performance management      
processes, customer service, queuing      2nd
processes, customer service, routing      2nd
processes, Sales Process, Activities, creating (workflow)      
processes, Sales Process, creating (workflow)      2nd 3rd 4th
processes, Sales Processes versus Rules      2nd
processes, sales, customer-centricity business processes      2nd 3rd 4th 5th 6th 7th 8th
processes, sales, modifying      
processes, validation/verification, vendors      
processes, validation/verification, vendors, quality      
processes, validation/verification, vendors, testing      2nd 3rd 4th 5th 6th 7th
processes, validation/verification, vendors, testing categories      2nd 3rd
Processing      [See also transaction processing]
processing, analytical      
processing, entitlement      
Product Catalog, Discount Lists, Price List Items      
Product Catalog, Great Plains Accouting system      
Product Catalog, Kit Products      2nd
Product Catalog, Price Lists      
Product Catalog, Products      2nd 3rd
Product Catalog, Products, grouping      
Product Catalog, Products, Subjects      
Product Catalog, Products, write-in      2nd
Product Catalog, Unit Groups      
product engineering, contributor role      
Product field (Contract Line Items)      
Product field (Service Cases)      
product positioning      
Product record, Sales Opportunities      2nd
Products, grouping      
Products, Kit (Product Catalog)      2nd
Products, Product Catalog      2nd 3rd
Products, Subjects      
products, viability, service vendor evaluations      
Products, Write In      
Products, write-in      2nd
Professional edition      
professional editions      
Professional editions, Customer Service      
profitability analysts      
profitable customers, identifying      
project approaches, change management, pragmatic approaches      2nd
project approaches, change management, structured approaches      
project approaches, change management, unstructured approaches      2nd
project scope, partnership model      
projects, pilot, component sponsors (implentation strategies)      
projects, pilots, vendors      2nd 3rd
projects, pilots, vendors, results evaluation      2nd
projects, pilots, vendors, risks      2nd 3rd
projects, prototype, component sponsors (implentation strategies)      
projects, prototypes, vendors      2nd
projects, prototypes, vendors, risks      2nd 3rd
Promote Email to CRM Activity button      2nd
promotion managers      
properties, Regarding      
protocols, BCP (Bulk Copy Protocol)      
protocols, Internet, .NET integration      
protocols, SOAP (Simple Object Access Protocol)      
prototype meetings      
prototype projects, component sponsors, implentation strategies      
prototype projects, vendors      2nd
prototype projects, vendors, risks      2nd 3rd
Public Folders      
Public Queues      
public relations specialists      
publications, online communities      2nd
publications, online communities, Customer Contact World Magazine      
publications, online communities, e-CRM Magazine      
publications, online communities, Field Force Automation [italics] Magazine      
publications, subscribing      
Publish Customization option      
Published Entities tab      2nd
publishing, configurations (Deployment Manager)      2nd 3rd
pull subscriptions, CRMSO      
quality, validation/verification processes (vendors)      
Quantity field (Contract Line Items)      
Query Manager      2nd 3rd 4th
questions/answers, online communities      2nd
queue management      
Queues      2nd 3rd 4th
Queues (Workplace Sub-Area)      2nd
Queues, Activities      
queues, Article Queues, Subjects      
Queues, Case assignments      2nd
queues, Draft Queues      
Queues, privileges      
Queues, Public Queues      
Queues, User Queues      
queuing, Customer Service component      
queuing, customer service processes      2nd
Quick Call button      
Quick Create (home page)      
Quick Launch, navigation      2nd
Quotas      2nd
quotas, Sales component      
Quote template      
Quotes record, Sales Opportunities      2nd
Quotes, printing      
Qwest Communications International, Inc.      
Rate ($) field (Contract Line Items)      
Read Privilege      
RealMarket Today Web site      
recommendations, business processes (customer-centricity)      2nd
recommendations, process model integration      
records, active lists, exporting      
records, active lists, printing      
records, Advanced Find tool      2nd
records, assigning      2nd
records, Business Management      2nd
records, Core records      2nd
records, exporting      
records, locating      
records, offline (CRMSO)      
records, Owners      2nd
records, previews, customizing      2nd
records, printing      
records, retrieving (views)      2nd
records, Sales      2nd
records, Sales Literature      2nd
records, Sales Opportunities, Activities      2nd 3rd
records, Sales Opportunities, Competitor      2nd
records, Sales Opportunities, Contacts      
records, Sales Opportunities, Invoice      2nd 3rd
records, Sales Opportunities, Notes      
records, Sales Opportunities, Orders      2nd
records, Sales Opportunities, Product      2nd
records, Sales Opportunities, Quotes      2nd
records, Service      2nd
records, sharing      2nd
records, teams      
reengineering, partnership model      
Refresh button      
refreshing, reports      
Regarding property      
regional manaqers      2nd
Register Lead (Post URL action)      
Regression (testing category)      2nd
related applications, integration, service vendor evaluations      
related objects, updating      2nd 3rd
Relationship Type field      
relationships, Customer Service objects      
relationships, customer, individualizing      
relationships, resources (business technology consultants)      
relationships, service vendors      
Release #1      2nd
Release #1, implementing      
Release I, testing, validation/verification processes (vendors)      2nd
release plans, identifying      2nd
releases, future releases      
Render Quick Create Control key (web.config file)      
Reparent Privilege      
replication, merge      
replication, snapshot      2nd
replication, SQL Server      2nd
replication, SQL Server, GUID (Global Unique Identifier)      
Report Group bar      
report navigation      2nd
report navigation, charts      2nd
report navigation, controls      
report navigation, filtering      2nd
report navigation, grouping      
report navigation, report data, exporting      2nd
report navigation, searches      
report navigation, subreports      2nd
report navigation, tables      2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 14th 15th 16th 17th 18th 19th
reporting specialists      
reporting, Corporate CRM      2nd
reporting, problems, online community interactions      
reports      [See also Crystal Reports]
reports (customer-centricity busness processes)      
reports, administrative      2nd
reports, creating      2nd 3rd
reports, custom      2nd 3rd
reports, customer service      2nd 3rd 4th
reports, data capture      
reports, modifying      2nd 3rd
reports, Outlook      
reports, prerequisites      
reports, refreshing      
reports, sales      2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th
reports, Sales component      
Request for proposal (RFP)      
requests, change management      2nd
Requirements      [See establishing requirements]
requirements, businesses, partnership model      
requirements, defining      
research, resources, online communities      
Reseller Partner Channel (Microsoft)      2nd
Resolved status (Service Cases)      
Resource Center Web site      
Resources      [See Web resources]
resources, consulting, online communites      
resources, Data Warehousing      
resources, identifying (process model integration)      2nd
resources, markets      
resources, online communities      2nd
resources, online communities, 1to1service      
resources, online communities, Business Intelligence      
resources, online communities, Capterra      
resources, online communities, ECCS      
resources, online communities, Hewson Group      
resources, online communities, isitCRM.com      
resources, online communities, Talisma Corporation      
resources, relationships (business technology consultants)      
resources, research, online communities      
resources, vendors      2nd
resources, vendors, online communities      
resources, vendors, requirement communications (service vendors)      
resoureces, links, online communities      
Response Level field (Contract Templates)      
Response Level field (Service Contracts)      
respositories, data, Shadow Copies      
revenue streams, .NET      
RFP (requests for proposal)      
Roles      2nd 3rd 4th 5th
roles, business processes (customer-centricity)      
roles, business processes, champions (customer-centricity)      
roles, business processes, contributors (customer-centricity)      
roles, business processes, integrators (customer-centricity)      2nd 3rd
roles, CEO-Biz Mgr      
roles, CSR      
roles, CSR Manager      
roles, identifying (process model integration)      2nd 3rd 4th
roles, inheritance      
roles, Marketing Professional      
roles, record types      
roles, Sales Manager      
roles, Sales Rep      
roles, storing      
roles, System Admin      
roles, users      
roles, users and privileges      
roles, VP of Sales      
routing, call      
routing, Customer Service component      
routing, customer service processes      2nd
routing, lead routing, workflow rule      
rows, managing      
Rule Templates, creating      
Rules versus Sales Processes      2nd
rules, 80/20      
rules, creating      
rules, manual, workflow      
rules, online communities      
rules, workflow, creating      
rules, wrapper, workflow      
Run method, Section 1      2nd
Run method, Section 2      
Run method, Section 3      
Run method, Section 4      2nd 3rd
Run Subprocess (workflow action)      2nd
Sales      [See also field sales]
Sales component      2nd 3rd 4th
Sales component, activity mangement      
Sales component, complete customer view      
Sales component, direct email      
Sales component, Great Plains integrations      
Sales component, information sharing      
Sales component, Microsoft Outlook synchroniation      
Sales component, opportunity mangement      
Sales component, order management      
Sales component, quotas      
Sales component, reports      
Sales component, sales library      
Sales component, workflow rules      
Sales configuration      
Sales configurations      
Sales Documents tab      
Sales edition      
Sales Force Automation      [See SFA]
Sales Force Automation (SFA)      
1 2 3 4 5 6 7 8 9 10 11
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