May
22
Crm Software Contacts
May 22, 2010 | Leave a Comment
Contacts are records that track people. A contact can be a customer, consultant, service provider, or other individual.
In business-to-business scenarios where “customers” refer to accounts, a contact would generally represent an employee of the account. In business-to-customer (B2C) scenarios, a contact would generally be the “customer.” Microsoft Dynamics CRM also allows you to track organizational hierarchies through the use of sub-contacts. This feature can be used to track professional relationships within an organization.
May
22
Create an Account Crm Software
May 22, 2010 | Leave a Comment
1. In the Navigation Pane, click Sales, and then click Accounts.
2. On the Actions toolbar, click New.
3. On the General tab, fill in the information about the new account:
Account Name - Enter the name of the organization.
Main Phone – Enter the organization’s primary phone number.
Address Name - Enter identifying information for this address, such as “Main” or “Billing.”
Address Type – Select the account’s address type to indicate if this is the primary address or if it is for billing, shipping, or another purpose.
Shipping Method – Select the preferred shipping method for the account.
May
21
Crm Software Customer Records
May 21, 2010 | Leave a Comment
In providing an organization with a customer-centered view, Microsoft Dynamics CRM gives users a sophisticated way to store and use many different types of information about customers. These customers can include traditional businessto- consumer customers, such as the clients of a retail operation, or business-tobusiness customers, such as the clients of a technology consulting firm. Nontraditional customers, such as the members of a nonprofit organization or the members of a community served by a government agency, can also be represented.
May
21
The organization may use other systems to perform parts of a process or provide data. For example, the organization may have a fulfillment system or an ERP for tracking orders. You must to understand at what points these systems integrate with Microsoft Dynamics CRM and what information is exchanged and/or synchronized between them to support the full sales process.
May
20
CRM Software Data Entry Requirements
May 20, 2010 | Leave a Comment
Data entry requirements include the information that must be captured at various stages in the cycle in order to meet both the worker’s functional goals and the identified stakeholder goals. In the case of a staged process, this also includes the specific information the user must have to move through the stages in the process.
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