Having people skills is imperative in the services industry. Employees must see the importance of the customer to their business. This book presents five service truths that employees misunderstand and so lose their customers. They are: bad news travels f
Having people skills is imperative in the services industry. Employees must see the importance of the customer to their business. This book presents five service truths that employees misunderstand and so lose their customers.
This book serves as a business-planning tool for any company. It provides practical, real-world advice and guidance for businesses wanting to implement a Customer Relationship Management (CRM) strategy. This book does not recommend, compare, or evaluate CRM products, nor does it discuss technical implementations. What?s unique about this book is that it focuses on how to plan for a CRM implementation, rather than just how to do one. This book is designed to meet the needs of businesses who are planning their own CRM strategies and, as a result, improve their revenue results and customer retention. It is also for those professionals in sales management who are involved in their company?s CRM planning so they understand what it takes to engage and train their sales people in this process so they will embrace and use the new systems.
This book does not recommend, compare, or evaluate CRM products, nor does it discuss technical implementations. What?s unique about this book is that it focuses on how to plan for a CRM implementation, rather than just how to do one.
Microsoft® Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM. Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall ’13, and many features first introduced in Microsoft’s “Polaris” and Update Rollup 12. You’ll find thorough coverage of Dynamics’ revamped “Flow” interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more. Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability–information available in no other book. Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed. Detailed information on how to… Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly Use the advanced configuration and customization options that offer you the most value Take full advantage of Dynamics CRM’s new flow interface and productivity shortcuts Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer Personalize dashboards, activities, calendars, data import/export, and more Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices Integrate schedules, cases, contacts, and product/service information Build powerful automated workflows, processes, and complete solutions Deliver CRM applications to smartphones and tablets, including iOS devices Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights Extend Dynamics CRM with custom plug-ins and add-ons Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework ON THE WEB: Download all examples and source code presented in this book from informit.com/title/9780672337031 as it becomes available
Detailed information on how to… Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly Use the advanced configuration and customization options that offer you the most value Take full advantage ...
In just 24 sessions of one hour or less, you’ll learn how to drive powerful business results with Microsoft Dynamics CRM 2011! Using this book’s straightforward, step-by-step approach, you’ll learn how to orchestrate successful CRM projects, automate processes, create more efficient workflows, optimize sales and marketing campaigns, and integrate with your other systems to do even more. One step at a time, you’ll master new features ranging from the new Ribbon interface to SharePoint integration. Each lesson builds on what you’ve already learned, helping you get the job done fast--and get it done right! Step-by-step instructions walk you through common tasks. Quizzes and exercises at the end of each chapter test your knowledge. By the Way notes present information related to the discussion. Did You Know? tips offer advice or show you easier ways to perform tasks. Watch Out! cautions alert you to possible problems and give you advice on how to avoid them. Learn how to... Get a deep jump start on Dynamics CRM Grasp what is new in Dynamics CRM 2011 Bring together all the elements of a successful CRM project Understand Microsoft’s roadmap for Dynamics CRM and prepare for the future Establish a strong foundation by making the right infrastructure and security choices Use Dynamics CRM to manage sales, leads, customer accounts, and marketing Efficiently manage your individual contacts and activities Take full advantage of email, Word mail merge, Excel and Outlook integration Integrate and automate the way you manage contracts, cases, tickets, schedules, and time Gain actionable business insights with Dynamics CRM Dashboards and Charts Add solutions from the MarketPlace that make Dynamics CRM even more valuable Extend Dynamics CRM with programming customizations and unique features
In just 24 sessions of one hour or less, you’ll learn how to drive powerful business results with Microsoft Dynamics CRM 2011!
Do you want to utilize the new CRM user interface in the best possible way? This comprehensive guide, suitable for SAP CRM 2007 and SAP CRM 7.0, explains everything that you need to know about the CRM Web Client: the architecture of the UI framework, the Customizing options (roles, navigation, portal integration, and much more), as well as all options that are available for customer-specific extensions through programming. Readers quickly discover the critical modeling tools, such as the Easy Enhancement Workbench (EEWB) and the UI Configuration Tool. Then, explore all options for adapting the header, navigation, and work area without any development effort.The authors provide an in-depth look at the individual components of views, windows, and controllers, and deliver priceless tips on context binding, model integration, navigation and more. You'll learn about development and extension of UI components, the usage of the Business Object Layer (BOL), and the extension of the GenIL object model, as well as the modeling and usage of web services for the integration of Office applications.What's more, you'll also find comprehensive real-life examples to provide you with additional support for your daily project tasks.
This comprehensive guide, suitable for SAP CRM 2007 and SAP CRM 7.0, explains everything that you need to know about the CRM Web Client: the architecture of the UI framework, the Customizing options (roles, navigation, portal integration, ...