Nelson Higher Education

Higher Education

Maximizing Your Sales with Microsoft® Dynamics CRM 2011, 1st Edition

  • Edward Kachinske
  • Timothy Kachinske
  • Adam Kachinske
  • ISBN-10: 1435458826
  • ISBN-13: 9781435458826
  • 288 Pages | Paperback
  • COPYRIGHT: 2012 Published
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Overview

About the Product

If you're a sales professional running Microsoft Windows, Microsoft Dynamics CRM is the perfect customer relationship management system for you. Why? Because it's the only CRM system that can be fully integrated into Microsoft Office Outlook and other programs to save time and help automate processes. Additionally, it has many other built-in tools that help busy sales professionals manage the interactions they have with customers, from first contact through purchase and post-sales. If you're one of these busy sales professionals, you need an easy reference tool to maximize your use of Microsoft Dynamics CRM 2011's varied feature set. Maximizing Your Sales with Microsoft Dynamics CRM 2011 is that tool. The book explains, in concise, easy-to-understand language, how to get the most out of this helpful CRM software. Topics like working with contacts and accounts, managing opportunities and schedules, writing letters, sending e-mails, running reports and more are explored in-depth. With this book and Microsoft Dynamics CRM 2011, you'll also be able to perform numerous other functions that will speed up your workflow and keep your customers happy. The book even comes with a handy reference card that you can tear out and keep near your computer when you need a quick tip or shortcut.

Features

  • Ensures quick and easy access to the most relevant information with a task-oriented format that makes it easy for readers to look up the information they need, when they need it.

  • Offers a one-of-a-kind compilation of resources with a chapter dedicated to valuable Microsoft add-on products, a collection of information that is not available anywhere else.

  • Adds convenience and detail with a full-color glossy quick reference card in the back of the book.

About the Author

Edward Kachinske

Edward Kachinske has written or co-written more than 25 books on CRM-related topics, including Maximizing Your Sales with Microsoft Dynamics CRM 4.0, Maximizing Your Sales with Salesforce.com, and Managing Contacts with Outlook. He is a frequent speaker at CRM-related conferences and is on the Microsoft Dynamics EC Advisory Board. Edward is the President of Innovative Solutions, a Gold Certified Microsoft Dynamics CRM Partner. He is certified in Microsoft Dynamics CRM and is a Microsoft Certified Trainer.

Timothy Kachinske

Timothy Kachinske has written more than a dozen books on CRM and non-profit management topics. Titles written by Tim include Maximizing Your Sales with Microsoft Dynamics CRM 4.0 and 90 Days to Success in Fundraising. He has 17 years of experience as a development officer for various non-profit organizations, and he has been designing CRM solutions for NFP organizations for more than a decade. Tim teaches an online class on Microsoft Dynamics CRM and a class on non-profit fundraising through a consortium of colleges and universities. He is a Microsoft Certified Trainer and is certified in Microsoft Dynamics CRM and SharePoint.

Adam Kachinske

Adam Kachinske is a CRM consultant for Innovative Solutions in Washington, DC. This is his second book on Microsoft Dynamics CRM. Adam is a Microsoft Certified Technical Specialist for Microsoft Dynamics CRM, and he is also certified in SharePoint.

Table of Contents

1. Working with Leads.
2. Working with Accounts.
3. Working with Contacts.
4. Finding Your Data.
5. Using Microsoft Dynamics CRM within Outlook.
6. Managing Opportunities.
7. Scheduling Activities within Microsoft Dynamics CRM.
8. Managing Campaigns.
9. Marketing Lists.
10. Mail Merge.
11. Sending E-mail.
12. Managing Contracts.
13. Managing Cases.
14. Using the Knowledge Base.
15. Service Scheduling.
16. Import and Export.
17. Running Reports.
18. Using Workflow.
19. Setting CRM Options.
20. Defining Entities and Fields.
21. Managing Users and Security Roles.
22. Creating Business Unites and Teams.
23. Sharing and Assigning Records.
24. Ten Products that Extend Microsoft Dynamics CRM's Functionality.
25. Online Resources.

Supplements

All supplements have been updated in coordination with the Main title.
Please see Main title page for new to this edition information.

Instructor Supplements

90 Days to Success Marketing and Advertising Your Small Business  (ISBN-10: 1435458281 | ISBN-13: 9781435458284)

Regardless of the industry they are in, small business owners need to attract new business. 90 DAYS TO SUCCESS MARKETING AND ADVERTISING YOUR SMALL Business is designed to educate small business owners on the various forms of advertising that are available today, help them identify which forms are appropriate for their business and customer base, and how to develop marketing and advertising strategies with quantifiable (and highly profitable!) results. The book provides a blueprint for a successful, fiscally-sound marketing and advertising campaign that will yield profitable results for any small business within just 90 days. With this book and some common sense, you'll be able to make marketing decisions that can help your business weather the tough times and grow to new heights.

Student Supplements

90 Days to Success Marketing and Advertising Your Small Business  (ISBN-10: 1435458281 | ISBN-13: 9781435458284)

Regardless of the industry they are in, small business owners need to attract new business. 90 DAYS TO SUCCESS MARKETING AND ADVERTISING YOUR SMALL Business is designed to educate small business owners on the various forms of advertising that are available today, help them identify which forms are appropriate for their business and customer base, and how to develop marketing and advertising strategies with quantifiable (and highly profitable!) results. The book provides a blueprint for a successful, fiscally-sound marketing and advertising campaign that will yield profitable results for any small business within just 90 days. With this book and some common sense, you'll be able to make marketing decisions that can help your business weather the tough times and grow to new heights.