Microsoft Dynamics CRM is a customer relationship management tool.
At its very core, Microsoft Dynamics CRM is a database. It’s the place where
you can enter information about your customers: Who works at the company,
what are their roles, who at your company has communicated with them, what
have they purchased, and have they had any issues? Need a phone number?
Looking for a customer’s latest support calls? Need to get a handle on your
sales pipeline? You’ll get all of this and more in Microsoft Dynamics CRM.
Microsoft Dynamics CRM goes way beyond traditional databases, though.
It has many built-in tools to help manage the interactions you have with your
customers.
There are a lot of CRM systems on the market. Microsoft Dynamics CRM is
the first, however, to fully integrate into Microsoft Office Outlook. All of the
instructions in this book will work both in the Microsoft Dynamics CRM web
application and within Outlook.
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.