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BOOK
Microsoft Dynamics CRM 4 For Dummies
Scott Weiss
$13.35

About this product:
Customer relationship management, or CRM, is certainly a hot topic in business today. If you have a small or medium-sized business, chances are you’re already aware of all it can do for you. But with so many options and so much to think about, how do you get a CRM system in place with a minimum of hassle? Well, Microsoft Dynamics CRM 4 For Dummies is a great place to start!

Written by veteran CRM experts Joel Scott and David Lee, this friendly guide will have you understanding and using Microsoft’s CRM solution in a jiffy. Whether you’re considering a CRM system for the first time or you’ve decided to switch from another system to Microsoft Dynamics CRM, this book will make it easy to:

  • Maintain and manage all your customer information
  • Personalize Microsoft CRM to work for your business
  • Set up CRM to support sales, marketing, and customer service
  • Use the Outlook client
  • Manage territories and business units
  • Create and manage activities
  • Generate quotes and invoices
  • Implement and manage a marketing campaign
  • Work with contracts, and much more

Microsoft Dynamics CRM 4 For Dummies is packed with information on the latest version, It will help you get a unified view of your customer information and interactions through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!

BOOK
Microsoft Dynamics CRM 4.0 Unleashed
Damian Sinay
$33.78

About this product:

Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage.

 

The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools.

 

This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else.

 

Detailed information on how to…

  • Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry
  • Thoroughly understand both the on-premise and hosted versions of Dynamics CRM
  • Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships
  • Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices
  • Improve customer service by integrating schedules, cases, contacts, product/service information, and more
  • Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling
  • Efficiently administer and secure any Dynamics CRM implementation
  • Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools
  • Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons

ON THE WEB:

Download all of this book’s examples and source code at informit.com/title/9780672329708

BOOK
Working with Microsoft Dynamics(TM) CRM 4.0
Mike Snyder
$24.99

About this product:
Get a practical introduction to Microsoft Dynamics CRM now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and will be delivered as an on-demand service through Microsoft® Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications including Microsoft Office Outlook®, Microsoft Office InfoPath®, and Microsoft SharePoint® Products and Technologies this is one of the only books written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. Key Book Benefits: Delivers practical information from expert authors who have deployed, customized, and maintained Microsoft Dynamics CRM in the field Provides case studies, integration and performance guidelines, and toolsets Includes code samples, and demo data will be available on the Web

BOOK
The CRM Handbook: A Business Guide to Customer Relationship Management
Jill Dyché
$20.77

About this product:
As the thinkers have said, you should strive in all situations to know yourself and know your enemy. Most of history's great thinkers, however, were not in business. In business, you have to know your customer and understand how your company interacts with him or her. The current term for this is customer relationship management (CRM), and The CRM Handbook is the best textbook for managers on the mechanics of CRM. It's a standout in a field that's filled with squishy books that go on at length about how important CRM is, but which lack details. Jill Dyché provides lots of factual information, real case studies, carefully considered commentary, and reasoned criteria with which to evaluate CRM products and strategies. Though you'll certainly want to supplement Dyché's work with vendors' product literature and implementation proposals, you'll get a lot from her carefully researched book.

Dyché devotes some of her (fairly slender) volume to CRM background information but quickly gets to the issues that managers confronted with CRM decisions need to consider. She makes great use of bulleted lists, scorable quizzes, and checklists (sections about what questions to ask vendors, and why, are particularly good) that you can use right now to gauge any organization's suitability to CRM and determine how they need to change in order to get the most out of their systems. --David Wall

Topics covered: Customer relationship management (CRM)--as a business practice and as a set of technologies--explained for managers and corporate planners. CRM fundamentals, CRM product selection, and internal promotion of CRM are all covered well.

BOOK
CRM at the Speed of Light, Fourth Edition: Social CRM 2.0 Strategies, Tools, and Techniques for Engaging Your Customers (Unknown Series)
Paul Greenberg
$19.56

About this product:

A social revolution in how we communicate has taken place in recent years. Smartphones, social web tools, and the instant availability of information in an aggregated and organized way provide real-time intelligence to customers, not just the enterprise.

Social CRM is critical to business success in today's hyper-connected environment. Customers' expectations are so great and their demands so empowered that a Social CRM strategy must be built around collaboration and customers engagement, not traditional operational customer management. It's the company's response to the customer's control of the conversation that makes Social CRM work.

Written by CRM guru Paul Greenberg, CRM at the Speed of Light, Fourth Edition, reveals best practices for a successful Social CRM implementation. Greenberg explains how this new paradigm involves the customer in a synergetic discussion to provide mutually beneficial value in a trusted and transparent business environment.

Throughout this definitive volume, you'll find examples of the new strategies for customer engagement and collaboration being used by cutting-edge companies, along with expert guidance on how your organization can and should adopt these innovations.

CRM at the Speed of Light, Fourth Edition, reviews the lat4est technological developments in the operational side of CRM, including vertical applications, and explains the fundamentals of the multifaceted CRM framework.

Find out why Paul Greenberg was named the #1 CRM influencer by InsideCRM in the completely recast edition of this international bestseller.

In addition to being the author of the bestselling CRM at the Speed of Light, Paul Greenberg is President of The 56 Group, LLC, a customer strategy consulting firm focused on cutting-edge CRM strategic services; a founding partner of the CRM training company, BPT Partners, LLC, a training a consulting venture composed of a number of CRM luminaries that has become the certification authority for the CRM industry; co-chairman of Rutgers University's CRM Research Center; Executive Vice President of the CRM Association; and a Board of Advisors member of the Baylor University MBA Program for CRM majors. Paul was named one of the most influential CRM leaders in 2008 by CRM Magazine. He is known for his work on the use of social media in CRM as tools for customer collaboration with a company. Currently, Paul lives in Manassas, Virginia, with his wife and five cats. You can reach him at paul-greenberg3@comcast.net, follow him on Twitter at www.twitter.com/pgreenbe, or join up with him on LinkedIn or Facebook.

Praise for CRM at the Speed of Light

"[This book] is a testament to Greenberg's profound grasp of the control revolution that is upon us. Customers seizing control from business. Citizens demanding control and accountability from their governments. Political campaigns and charities being rewarded by shifting power to their supporters. Quite simply, it is the definitive work for anyone committed to putting the social customer at the center of their operation." -- Brian Komar, Director of Interacitve Marketing and CRM, Center for American Progress

"With great insights, great stories, and great inforamtion, Paul Greenberg analyzes the impact of every major industry development on vendor/customer relationships. Not only is he on top of his game, he makes reading this edition as enjoyable as it was to read the previous three. This is an absolute must-read for anyone serious about understanding how to best serve today's social customer." -- Brent Leary, CRM industry analyst and co-author of Barack 2.0: Social Media Lessons for Small Business

"Web 2.0 hiot and Paul Greenberg couldn't resist telling us what it all means. Lucky for us. This edition is packed with new insights about how online conversations are changing the nature of customer relations. Think the CRM market is crazy now? Hitch a ride on Greenberg's shoulders because you ain't seen nothing yet." -- Paul Gillin, author of The New Influencers and Secrets of Social Media Marketing."

"As we make the shift to SCRM, Paul's insights provide a much needed framework on how to navigate a more connected, social, and collaborative enterprise." -- R "Ray" Wang, Partner, Enterprise Strategy, Altimeter Group, LLC

"Paul Greenberg is one of the most astute minds in CRM and social media today. His book remains the bible for companies employing CRM. The added focus on blending new and social media into Paul's philosophy of CRM will keep this as the first book companies reach for to enhance the customer relationship in the new century." -- Jay Dunn, Vice President of Marketing, Lane Bryant

"Paul Greenberg shares his unparalleled expertise on the dramatic evolution from CRM 1.0 to CRM 2.0 with unique insightful examples. It is a must read for anyone looking to transform the potential of CRM into long-lasting competitive advantage in a rapidly changing business environment." -- Jujhar Singh, Senior Vice President, SAP CRM Product Management

BOOK
Programming Microsoft Dynamics CRM 4.0 (Pro-Developer)
Phil Richardson
$15.83

About this product:
Get hands-on and conceptual guidance for creating and adapting customer relationship management (CRM) solutions-direct from leading CRM consultants. This reference details design and coding practices that allow you to customize Microsoft Dynamics CRM 4.0 to meet specific business needs. Get expert insights on customization, integration, and extension; end-to-end solution designs from the product team; and numerous case studies that demonstrate how to customize Microsoft Dynamics CRM as a business solution. The book covers the three major deployment options available: on-premises, partner-hosted, and CRM Live.

BOOK
Microsoft® Dynamics(TM) CRM 4.0 Step by Step
Brendan Landers
$8.70

About this product:
The smart way to learn Microsoft Dynamics CRM 4.0 and Microsoft Dynamics Live CRM one step at a time! Work at your own pace through the easy numbered steps, practice files on CD, helpful hints, and troubleshooting tips to master the fundamentals of working with the latest version of Microsoft Dynamics CRM. You ll learn the specifics of tracking customer communications, how to use e-mail templates for mass communication, the ins and outs of reporting and data analysis, and other essential tasks. With Step by Step, you can take just the lessons you need or work from cover to cover. Either way, you drive the instruction, building and practicing the skills you need, just when you need them! Includes a companion CD with hands-on practice files. Key Book Benefits:
Lets you take just the lessons you need or work from cover to cover you set the pace Covers all the fundamentals, from tracking customer communication to reporting and data analysis Features easy-to-follow lessons and hands-on skill-building exercises Includes a companion CD with skill-building exercises

BOOK
Oracle CRM On Demand Reporting (Osborne ORACLE Press Series)
Michael D. Lairson
$26.53

About this product:

Your One-Stop Guide to Oracle CRM On Demand Reporting

Plan, build, and distribute data-rich business intelligence reports with ease. Oracle CRM On Demand Reporting details the entire report-building process and explains how to use the powerful features available in Answers On Demand to create and share comprehensive, integrated reports. The book includes proven strategies for report design and development, real-world examples, formatting tips, advanced reporting techniques, and sample formulas. Convert disparate corporate data into actionable business intelligence with help from this detailed guide.

  • Maximize the features of Answers On Demand
  • Strategically plan your reports
  • Format, sort, filter, and modify report data
  • Use column formulas with numeric, date and time, and text data
  • Apply logic and transform data with column formulas
  • Format report title and table views
  • Add charts, graphs, pivot tables, filter prompts, and interactivity to reports
  • Configure advanced views and create custom dashboards
  • Manage reports and control access
BOOK
Maximizing Your Sales with Microsoft Dynamics CRM 4.0
Timothy Kachinske
$15.45

About this product:
Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system that gives busy sales professionals the capability to easily create and maintain a clear view of 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 4.0 's varied feature set. “Maximizing Your Sales with Microsoft Dynamics CRM 4.0” is that tool. This book explains, in concise, easy-to-understand language, how to get the most out of this revolutionary 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. This book also covers some administrative tasks geared toward IT professionals looking to set up and configure preferences for their Microsoft Dynamics CRM 4.0 users. With this quick, to-the-point resource, you won't just be “up and running” in Microsoft Dynamics CRM ; you'll be an expert!

BOOK
Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management (Expert's Voice)
Hoss Hostetler
$9.93

About this product:

Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management is aimed at readers who are interested in understanding how to successfully implement Microsoft Dynamics CRM 4.0 within their projects. It is intended as an implementation roadmap for the business and technical representatives leading or engaged in a project.

The book covers the capabilities of Microsoft Dynamics CRM, both in the traditional functional areas of sales, marketing, and service and as an applications framework for XRM deployments. The book demonstrates Microsoft CRM best practices for design, configuration, and development. Through real–world solutions and exercises, you will be given the confidence and expertise to deliver an implementation that provides long–term success for your organization.

What you’ll learn

  • How to choose an implementation model (live, hosted, on–premise) appropriate for your circumstances
  • Design and configuration best practices for each of the traditional functional areas of sales, marketing, and service
  • When and how to develop and extend the Microsoft Dynamics CRM application platform
  • Real–world solutions that can be applied to your projects
  • How to ensure your solution evolves with your organization’s needs and provides long–term business value
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