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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
Sales Force Automation, salesforce.com Inc.      
Sales Force Automation, SalesLogix2000      
sales force management, sales processes (customer-centricity business processes)      2nd
sales library, Sales component      
Sales Literature (Marketing Encyclopedia)      2nd
Sales Literature check box      
sales literature management (customer-centricity busness processes)      2nd
Sales Manager role      
Sales Opportunities      2nd
Sales Opportunities, Activities record      2nd 3rd
Sales Opportunities, Competitor record      2nd
Sales Opportunities, Contacts record      
Sales Opportunities, fields      2nd
Sales Opportunities, forecast      
Sales Opportunities, Invoice record      2nd 3rd
Sales Opportunities, Notes record      
Sales Opportunities, Orders record      2nd
Sales Opportunities, pipeline      
Sales Opportunities, Product record      2nd
Sales Opportunities, Quotes record      2nd
Sales Opportunities, records      
Sales Opportunities, Sales tab      
Sales Opportunities, setting up      2nd 3rd
sales personnel      
sales pipeline      
Sales Process tab      2nd
Sales Process Template      
Sales Process, Activities, creating (workflow)      
Sales Process, creating (workflow)      2nd 3rd 4th
sales process, customer-centricity business processes      2nd 3rd 4th 5th 6th 7th 8th
Sales Process, triggering (workflow)      
Sales Processes versus Rules      2nd
sales processes, modifying      
Sales Professional configuration      
Sales records      2nd
Sales Rep role      
sales reports      2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th
Sales Stages, workflow, triggering      
Sales tab      
Sales Territory Manager      2nd
sales, contributor role      
sales, front-office      
sales, partners      
Salesforce.com      
salesforce.com Inc.      
Saleslogix      
SalesLogix2000      
sandbox (marketing)      
Satisfaction field (Service Cases)      
scalability (CRMSO)      2nd 3rd
scenarios, customer portal development      
scenarios, test      2nd
scenarios, test, example      2nd
scenarios, user, business processes (customer-centricity)      2nd 3rd
schema fields, adding      2nd 3rd 4th 5th 6th 7th
schema fields, naming      
Schema Manager      2nd 3rd
scope creep      
scope, partnership model      
screens, Contract Line Item      
screens, Edit a Workflow      
screens, Lead      
screens, Service Case      
screens, System Settings      
screens, Update Object      
screens, User Options      
screens, Workflow Log      2nd
screens, Workflow Summary      
Scribe Migrat component, availability      
Scribe Migrat component, connectivity      
Scribe Migrat component, customer data      
Scribe Software Corporation      
scripts, triggers      
Search Box      
Search CRM Web site      
Search tab      2nd
search wildcards, # (pound sign)      
search wildcards, * (asterisk)      
searchable knowledgebases, Customer Service component      
searches, ABC Bar (Jump Bar)      
searches, Action Bar      2nd 3rd 4th
searches, Advanced Find      2nd 3rd
searches, customer service representatives (CSRs)      
searches, Find Control      2nd
searches, FTS (Full Text Search)      2nd
searches, Grid Control      
searches, Grid Footer      
searches, Grid Header      
searches, multifield search (c360 SearchPac)      2nd 3rd
searches, reports      
searches, View Control      
SearchPac (c360)      2nd 3rd
SearchPac (c360), multifield search      2nd 3rd
SearchPac (c360), Query Manager      2nd 3rd 4th
security, Business Unit Settings      2nd
security, Business Unit Settings, Access Levels      2nd
security, Business Unit Settings, Business Units      2nd
security, Business Unit Settings, Privileges      2nd 3rd 4th
security, Business Unit Settings, Queues      2nd
security, Business Unit Settings, Quotas      
security, Business Unit Settings, roles      2nd 3rd 4th 5th
security, Business Unit Settings, teams      2nd
security, Business Unit Settings, users      2nd
security, external portals      
security, internal portals      
security, workflow      
self-help, customers, Onyx      
self-help, customers, Oracle Small Business Suite      
selling effectivly, business (principle applications)      
Send Email (workflow action)      2nd
Senior Technical Analysts (MIS), contributor role      
Serial # field (Contract Line Items)      
Serial Number field (Service Cases)      
server applications, Exchange Connector      2nd
server databases, naming      
Server Manager      
servers, BizTalk Server 2002 Partner edition      2nd 3rd 4th
servers, Exchange Server      2nd
servers, SQL Server, replications, GUID (Global Unique Identifier)      
servers, SQL, replication      2nd
Service      [See also Customer Service]
Service Case screen      
Service Cases      2nd 3rd 4th 5th
Service Cases, Activities      
Service Cases, escalation      2nd
Service Cases, fields      2nd 3rd 4th
Service Cases, grouping      
Service Cases, statuses      
Service Contracts      2nd 3rd
Service Contracts Templates      
Service Contracts, Contract Line Item Calendar      
Service Contracts, Contract Line Items      2nd 3rd 4th 5th
Service Contracts, Contract Line Items, fields      2nd 3rd
Service Contracts, fields      2nd 3rd
Service Contracts, lifecycle      
Service Contracts, statuses      2nd 3rd 4th
service delivery, contributor role      
Service Level Agreements (SLAs)      
Service Level field (Service Cases)      
Service menu commands, Contracts      
service perosonnel      
service prioritization matrix      2nd 3rd 4th 5th
Service records      2nd
service vendors, business applications, owners      2nd 3rd
service vendors, contracts/agreements, RFP (requests for proposal)      
service vendors, contracts/agreements, virtual connections      2nd
service vendors, establishing requirements, customer feedback      
service vendors, establishing requirements, delivery releases      
service vendors, establishing requirements, iterative approach      
service vendors, establishing requirements, prioritizing business needs      
service vendors, establishing requirements, technology services      
service vendors, evaluating, architecture      2nd
service vendors, evaluating, company performance/viability      2nd
service vendors, evaluating, customer application integration      
service vendors, evaluating, features      
service vendors, evaluating, functinality      
service vendors, evaluating, product viability      
service vendors, evaluating, related applications integration      
service vendors, evaluating, single view of customer      
service vendors, integrating, best of breed [edit quotes] composition      
service vendors, integrating, one-stop shopping      
service vendors, integrating, technical components      
service vendors, integration process model      2nd
service vendors, integration process model, analyzing/improving      2nd
service vendors, integration process model, best guess [edit quotes] models      2nd
service vendors, integration process model, deliverables      
service vendors, integration process model, interviews      
service vendors, integration process model, post implementation      
service vendors, integration process model, recommendations      
service vendors, integration process model, resources identification      2nd
service vendors, integration process model, role identification      2nd 3rd 4th
service vendors, partnership model, business cases      
service vendors, partnership model, business requirements      
service vendors, partnership model, component design      2nd
service vendors, partnership model, construction      
service vendors, partnership model, implementing      
service vendors, partnership model, project scope      
service vendors, partnership model, strategic vision      
service vendors, partnership model, testing      2nd
service vendors, partnership model, user model      
service vendors, proactive communications      2nd
service vendors, relationships      
service vendors, requirement communications      2nd
service vendors, requirement communications, partners      
service vendors, requirement communications, planning      2nd
service vendors, requirement communications, teams      2nd
service vendors, requirement communications, vendor resources      
service vendors, use case      2nd 3rd
service vendors, Vendor SWOT matrix      
service, business (principle applications)      
ServiceHub      
Services Cases, assigning (Queues)      2nd
services, CRM, campaign management      2nd
services, CRM, campaign management, Overture Software      
services, CRM, campaign management, Pop Art      
services, CRM, campaign management, YellowBrick Solutions      
services, CRM, customer contact      
services, CRM, customer contact, Siemens' HiPath ProCenter Office      
services, CRM, customer contact;Customer Care International's Xtend Commerce      
services, CRM, customer self-help      
services, CRM, customer self-help, Onyx      
services, CRM, customer self-help, Oracle Small Business Suite      
services, CRM, eCommerce      
services, CRM, eCommerce, Microsoft bCentral      
services, CRM, eCommerce, Oracle Small Business Suite      
services, CRM, eCommerce, PayPal      
services, CRM, field service automation      
services, CRM, field service automation, IBM Start Now Wireless Solutions for Small and Medium business      
services, CRM, field service automation, ServiceHub      
services, CRM, Sales Force Automation      
services, CRM, Sales Force Automation, salesforce.com Inc.      
services, CRM, Sales Force Automation, SalesLogix2000      
services, CRM, Web Content Management ASP Vendors      
services, CRM, Web Content Management ASP Vendors, Atomz      
services, CRM, Web Content Management ASP Vendors, Clickability      
services, CRM, Web Content Management ASP Vendors, CrownPeak      
services, technology services, establishing requirements (service vendors)      
services, Web, .NET      
setting up      2nd
setting up, future releases      
setting up, goals/priorities      
setting up, Release #1      
setting up, release plans      2nd
setting up, requirements      
setting up, top priorities      
setting up, update requirements      2nd
Settings and Administration tool      2nd 3rd 4th 5th 6th 7th 8th
Settings and Administration tool, General settings      
Settings and Administration tool, Great Plains settings      2nd 3rd 4th
Settings and Administration tool, Microsoft CRM settings      
Settings menu commands, Business Unit Settings, Users      
Settings menu commands, System Customization      
Settings tab      2nd 3rd
settings, Auto-Numbering      2nd
settings, Business Unit Settings      2nd
settings, Business Unit Settings, Access Levels      2nd
settings, Business Unit Settings, Business Units      2nd
settings, Business Unit Settings, Privileges      2nd 3rd 4th
settings, Business Unit Settings, Queues      2nd
settings, Business Unit Settings, Quotas      
settings, Business Unit Settings, roles      2nd 3rd 4th 5th
settings, Business Unit Settings, teams      2nd
settings, Business Unit Settings, users      2nd
settings, Fiscal Year Settings      
settings, System Settings      
SFA (Sales Force Automation)      
SFA, (Sales Force Automation)      
SFA, B2B versus B2C      
SFA, Leads      2nd
SFA, Leads, converting      2nd 3rd
SFA, Leads, status      
SFA, marketing sandbox      
SFA, marketing, direct email      2nd
SFA, marketing, Lead Management      
SFA, marketing, Lead Management, user data imports      2nd 3rd
SFA, marketing, mail merge      
SFA, marketing, Marketing Encyclopedia (Sales Literature)      2nd
SFA, Quotas      
SFA, Sales Opportunities      2nd
SFA, Sales Opportunities, Activities record      2nd 3rd
SFA, Sales Opportunities, Competitor record      2nd
SFA, Sales Opportunities, Contacts record      
SFA, Sales Opportunities, fields      2nd
SFA, Sales Opportunities, forecast      
SFA, Sales Opportunities, Invoice record      2nd 3rd
SFA, Sales Opportunities, Notes record      
SFA, Sales Opportunities, Orders record      2nd
SFA, Sales Opportunities, pipeline      
SFA, Sales Opportunities, Products record      2nd
SFA, Sales Opportunities, Quotes record      2nd
SFA, Sales Opportunities, records      
SFA, Sales Opportunities, Sales tab      
SFA, Sales Opportunities, setting up      2nd 3rd
SFA, Sales Territory Manager      2nd
Shadow Copies, data respositories      
Share Privilege      
sharing, records      2nd
sharing, transformed data      
shortcut bars, Microsoft Outlook      
Show All Announcements link      
Show Developer Errors key (web.config file)      
Show the name of this section on the form check box      
Siebel      
Siemens' HiPath ProCenter Office      
Simple Object Access Protocol (SOAP)      
single views, customers, service vendor evaluations      
Site field (Contract Line Items)      
sites      [See also Web sites]2nd [See Web sites]
SLAs (service level agreements)      
small businesses, solutions      
snapshot replication      2nd
SOAP (simple object access protocol)      
SOAP, Internet protocol (.NET)      
software, Scribe Software Corporation      
solutions, horizontal/vertical      2nd
solutions, mid-sized businesses      
solutions, small businesses      
Spam      
special features, cautions      
special features, cross-references      
1 2 3 4 5 6 7 8 9 10 11
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