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A raference for the rest of us - Scott J.

Scott J. A raference for the rest of us - Wiley publishing , 2003. - 387 p.
ISBN: 0-7645-1698-1
Download (direct link): microsoftcrmford2003.pdf
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e-mail, 78-79
Outlook client, 310-311, 315-316 parent, 334
removing, 315-316 setting number of records shown, 35 sharing, 11, 248-250 Side Bar, 335 status, 336 status reason, 336 types of, 334 unsharing, 11, 250 refreshing e-mail, 87
Subject Manager, 179 rejecting activities, 169 cases, 169 relating attachments with records, 75 cases with contracts, 224 e-mail with records, 88-89 notes with records, 75 opportunities with records, 115 quotes with records, 131-133, 135-136 sales literature with records, 144-145 subjects with Knowledge Base articles, 184-187
subjects with Product Catalog, 187-188 subjects with records, 181-184 subjects with sales literature, 188-189 users with sales literature, 141 removing business units, 230 Knowledge Base articles, 199-200 records, 315-316 subjects, 180-181 reopening opportunities, 116-117 reports accessing, 277 administration, 277 creating, 283 editing, 283 exporting, 282-283 filtering, 280-282 forecasts, 157 modifying, 283 opportunities, 156 pipeline, 156-157 sales, 276 service, 276-277 territories, 105-106 viewing, 277-280 Reports module, 335
360 Microsoft CRM For Dummies
requirements (software and hardware) Active Directory, 337-338 Active Directory Server, 338 Biz Talk Server, 339 Domain Name System (DNS), 338 DNS Server, 338 Exchange Server, 338 Internet Explorer, 339 large installations, 341-342 medium installations, 340-341 small installations, 340 SQL Server, 339 Windows 2000, 339 Windows XP, 339 resolving cases, 173-174, 224-226 reviewing cases, 167 closed e-mail, 87-88 roles access rights, 245 CEO-business manager, 245 copying, 247 creating, 247 CSR, 245
CSR manager, 245 defined, 335 defining, 245-246 marketing professional, 245 multiple roles per user, 247 privileges, 245 sales manager, 245 sales rep, 245 salesperson, 335 system administrator, 245 user profile, 40-41 viewing, 245-246 VP of sales, 245 rolling over activities, 60 Root Business Unit, 230 rules actions, 272-273 alerts, 262 conditions, 271-272 creating, 263-266 defined, 336 description, 264 event triggers, 271 limitations, 262 manual rules, 267-269 naming, 264
Professional version, 262 Standard version, 262
territories, 101 testing, 266-267, 269 uses, 12
• S •
Sales Force Automation (SFA) systems, 9, 335
sales forecasts checking against quotas, 156-157 Crystal Reports, 156-157 defined, 152 opportunities, 152-155 reports, 156-157 updating, 155
sales literature abstract, 142 adding, 140-143 associating users, 141 associating with records, 144-145 author, 142
central repository, 143 defined, 335 distributing, 15 downloading, 318 editing, 143-144 expiration date, 141 filename, 143 keywords, 142 modifying, 143-144 organizing, 139, 141-143 saving, 141 Subject Manager, 140 subjects, 188-189 titles, 142
tracking competitors’ literature, 139 viewing, 140-142
Sales module, 335
Sales Performance International, 251
sales processes actions, 256-257 activating, 257, 259 alerts, 253
calculating probable revenue, 259-260
creating, 253-258
defined, 251
escalation, 253
naming, 255
philosophy, 251
solution selling, 251
stages, 252-253
testing, 258-260
Index 361
sales quotas assigning, 151-152 checking against forecasts, 156-157 defined, 149, 334 fiscal year settings, 149-150 setting up, 151-152 users, 151-152 sales reports, 276 sales territories accounts, 104-105 adding users, 103-104 assigning, 101, 103-105 creating, 102-103 descriptions, 103 naming, 103 notifications of, 105 Professional Edition features, 101 reports, 105-106 setting up, 102-103 Standard Edition features, 101 Territory List View, 102 Territory Manager, 101 Territory User, 101 user profile, 39 viewing, 102 workflow rules, 101 Sales Territory Manager, 22 SalesLogix, 1, 321 salesperson role, 335 saving contracts, 219 e-mail, 90
e-mail messages, 82 quotes, 131 sales literature, 141 scheduling appointments, 11, 64, 66-67, 306, 313-314 calls, 11
tasks, 306, 314-315 SDK (Software Development Kit), 298-299 searching Advanced Find feature, 50-52, 329 cases, 163-165 Knowledge Base, 200-202 SearchPac (C360 Solutions Incorporated), 289 security access levels, 243-244 anti-virus software, 242 built-in features, 242 firewall, 242, 332 permissions, 250
privileges, 243 roles, 245-247 sharing data, 248-250 types of, 241 sending e-mail, 82, 94-95 servers Active Directory Server, 338 Biz Talk Server, 339 DNS Server, 338 Exchange Server, 338 licenses, 344-345 SQL Server, 339 Service module, 335 service reports, 276-277 Set Personal Options dialog box, 78-79 Activities tab, 36-37 E-mail Templates tab, 37-38 Miscellaneous tab, 34-35, 38 Workplace tab, 35 setting up e-mail options, 78-79 quotas, 151-152 territories, 102-103 users, 234-235 settings announcements, 22 business unit, 22 personal, 33-39, 41 Product Catalog, 22 Sales Territory Manager, 22 Subject Manager, 22 Template Manager, 22 SFA (Sales Force Automation) systems, 9, 335 sharing accounts, 11, 53-54 activities, 11 calendars, 15, 60 contacts, 56-57 defined, 335 opportunities, 114 records, 11, 248-250 security issues, 248-250 Shortcuts bar (Outlook), 307-308 Side Tabs Application Level, 28 defined, 335 Record Level, 31 Siebel accounting system, 13, 321 Small Business Manager (Microsoft/Great Plains), 13 small installations, 340
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