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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
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)
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