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Microsoft Dynamics CRM
Centro de clientes
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Microsoft Dynamics CRM
Centro de clientes
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Account and contact records store much of the information that you and your team collect from your customers.
You store data about companies you do business with in accounts. You store data about the people you know and work with in contacts.
Usually, an account has more than one contact associated with it, especially when you're working with a larger company with many departments or locations and you deal with several people to manage the account.
Leads are for potential sales, and most organizations get leads from many sources. For example, you can enter leads manually from business cards, generate them from marketing campaigns or inquiries from your website, buy them in mailing lists, or create them automatically from posts on Facebook or Twitter—the possibilities are almost endless.
If all goes well, after you nurture a lead, you'll be able to promote the lead to an opportunity, which is another name for a deal you're getting ready to close.
One of the beauties of Microsoft Dynamics CRM is that it's so easy to customize to match your organization's industry, business goals, or preferences. If your Microsoft Dynamics CRM system has been heavily customized, you may see different names for the types of records in CRM para Outlook because your organization calls that type of data something different. For example, your system administrator may have changed “account” to “company,” or “contact” to “individual.”
Next up: Why would I want to add my Outlook contacts to Microsoft Dynamics CRM?
Nurture leads through the sales process
Nota
Ve el manual de los aspectos básicos de CRM porque no está conectado a Internet ahora. Para buscar más libros electrónicos, vídeos y otros contenidos excelentes, consulte el Centro de cliente de CRM (www.CRMCustomerCenter.com) desde un equipo, una tableta o un teléfono conectado.