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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
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
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