A raference for the rest of usAuthor: Scott J.
Publishers: Wiley publishing
Year of publication: 2003
Number of pages: 387
Read: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117
relationships with CRM and
watch your productivity soa
_ for the, fl
Rest of Us!
FREE eTips at dummies.com*
Auf/ioro/GoldMine 6 For Dummies
CRM Training Consultant
Track leads, improve service, and increase sales
by Joel Scott and Michael DeLisa
Wiley Publishing, Inc.
by Joel Scott and Michael DeLisa
Wiley Publishing, Inc.
Microsoft® CRM For Dummies®
Published by Wiley Publishing, Inc.
111 River Street Hoboken, NJ 07030
Copyright © 2003 by Wiley Publishing, Inc., Indianapolis, Indiana Published by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada
No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8700. Requests to the Publisher for permission should be addressed to the Legal Department, Wiley Publishing, Inc., 10475 Crosspoint Blvd., Indianapolis, IN 46256, (317) 572-3447, fax (317) 572-4447, e-mail: firstname.lastname@example.org.
Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies.com and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. or its affiliates in the United States and other countries, and may not be used without written permission. Microsoft is a registered trademark of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book.
LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: WHILE THE PUBLISHER AND AUTHOR HAVE USED THEIR BEST EFFORTS IN PREPARING THIS BOOK, THEY MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS BOOK AND SPECIFICALLY DISCLAIM ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES REPRESENTATIVES OR WRITTEN SALES MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR YOUR SITUATION. YOU SHOULD CONSULT WITH A PROFESSIONAL WHERE APPROPRIATE. NEITHER THE PUBLISHER NOR AUTHOR SHALL BE LIABLE FOR ANY LOSS OF PROFIT OR ANY OTHER COMMERCIAL DAMAGES, INCLUDING BUT NOT LIMITED TO SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR OTHER DAMAGES.
For general information on our other products and services or to obtain technical support, please contact our Customer Care Department within the U.S. at 800-762-2974, outside the U.S. at 317-572-3993, or fax 317-572-4002.
Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books.
Library of Congress Control Number: 2003101857
Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 1O/RX/QX/QT/1N
is a trademark of Wiley Publishing, Inc.
About the Authors
Joel Scott is president of the Computer Control Corporation, with offices in New England and in Southern California. Since 1991, Computer Control has been a dedicated CRM software dealer, designing and installing literally thousands of customized systems. Well known in the industry, Computer Control has garnered numerous industry awards for sales, training and CRM best practices.
Mr. Scott has authored GoldMine For Dummies as well as Client Retention Powered by Technology, a self-published book about client retention rates and using products like GoldMine and Microsoft CRM to automate retention principles.
Currently, Mr. Scott is directing the development of several CRM-related projects — one focusing on client retention and another on a Web-based lead management system.
Michael DeLisa is the director of training at Computer Control Corporation. Starting his technology career as a designer of multimedia presentations, he has experience with voiceover, music and visual production, in addition to designing and delivering Web-based training and marketing content.
In the past five years, Mr. DeLisa has delivered CRM-oriented application training all over the United States. He brings enthusiasm, energy and humor to his sessions. He sees the goal of training as the ability to infuse his students with a genuine desire to add technology to their more traditional sales and marketing toolbox.
Joel Scott: No one writes a book alone. Perhaps it’s possible for a work of fiction. But, even then there’s a collection of editors and technicians who all have some say in the final appearance of the work. For a technical and allegedly nonfiction work, it seems very unlikely that a single person or two people can bring it from the starting line to the finish line.