Manage sales, service, and marketing processes all together
Find out how to manage customer information to make your business more productive
Whether you're completely new to customer relationship management (CRM) software or you just want the scoop on the newest version, this handy guide will get you going. Discover how to set up CRM 3, navigate and customize the system, use it to work with your accounts and contacts, collect leads,forecast sales, run reports, and much more.
Discover how to:
Develop and manage customer relationships
Implement a sales process
Set up security and access rights
Generate quotes, orders, and invoices
Manage leads and opportunities
Create and use product catalogs
Explanations in plain English
"Get in, get out" information
Icons and other navigational aids
Tear-out cheat sheet
Top ten lists
A dash of humor and fun
Get smart!
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