Customer Relationship Management

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Understanding Access Levels and Roles in Microsoft CRM

The privileges you are assigned regulate the functions you can perform on particular Records or objects. Your access levels determine which Records these privileges apply to. In other words, although your [more…]

Using Microsoft Word in ACT! 2008

ACT! 2008 can use Microsoft Word 2007 as the default word processor, and you can attach Word documents to the Documents tab. What you might not have noticed, however, is that after you install ACT!, an [more…]

Managing the Calendar in Microsoft CRM

The ingredients essential to calendar management include viewing existing Activities, entering new Activities, the inevitable rescheduling of Activities, and [more…]

Weeding Out Duplicate Contacts in ACT! 2007

Finding pesky duplicates in your ACT! 2007 database is tricky but not impossible. Because having multiple records for the same person or company is common, ACT! enables you to check easily for duplicate [more…]

Identifying and Accessing Reports in Microsoft CRM

Microsoft CRM contains predefined reports and charts separated into four major categories — sales, service, administrative, and marketing. Each of these categories contains reports that display information [more…]

The Importance of My Record in ACT!

The first contact that you see when opening an ACT! database is your own — that's your My Record. My Record is nothing more than a contact record that's associated with a user of the database. Your My [more…]

Adding and Editing New Microsoft CRM Accounts

Accounts are companies. Subaccounts may be divisions of the main company or may be separate physical locations of the same company. Anything you add in Microsoft CRM, you can edit. And anything you add [more…]

Encountering the Microsoft CRM Home Page

When you start Microsoft CRM, the first thing you encounter is the Home Page. The Home Page is not only the first place you land, it's the place you can always go back to if you find yourself confused [more…]

Tracking Your Contacts with Microsoft CRM

Personal Information Managers (PIM) and Contact Management Systems (CMS) were introduced in the mid-1980s. Both PIM and CMS systems enabled you to organize the names, addresses, and phone numbers for all [more…]

Scheduling Resources into Microsoft CRM

With Microsoft CRM, you and your staff can easily deliver timely customer service. The first thing you need to do is set up your resources — that is, your facilities and equipment — on the schedule. [more…]

Add a Document to the ACT! Documents Tab

In ACT! 2008, adding a file to the Documents tab is easy and well worth the effort. The Documents tab, which you can find on the Contacts, Groups, or Companies windows, allows you to attach or create a [more…]

Securing the Fields in ACT! 2007 Premium for Workgroups

ACT! 2007 Premium for Workgroups comes with a great feature — field level security. That means an Administrator or Manager can determine which fields users will be able to see — and which ones they won't [more…]

Modifying and Hiding Report Sections in ACT! 2007

An ACT! 2007 report template is divided into sections of information. Each section has a section title that appears in the report template but doesn't appear in the report itself. You can determine which [more…]

Using the Task List in ACT! 2007

The ACT! 2007 Task List gives you a listing of all the activities for all your contacts. Access the list by clicking the Task List icon on the ACT! Nav bar. You can filter the Task List by using different [more…]

Keyboard Shortcuts for ACT! by Sage

If you’re using ACT! as your contact relationship manager software, you know that ACT! does its best to streamline every process. One way ACT! boosts your efficiency is by offering a whole host of keyboard [more…]

User Roles in ACT!

ACT! by Sage helps you organize customer information in one place but lets you share it as widely as you need to. Of course, not every employee needs access to every bit of information in ACT!, and the [more…]

ACT! by Sage For Dummies Cheat Sheet

ACT! by Sage is the best selling contact relationship manager (CRM) software on the market for good reason. It help you design a customer database you can share with everyone who needs access to it, and [more…]

Create and Check Service Activities in Microsoft Dynamics CRM

Microsoft Dynamics CRM makes it easy to manage the timely services that build customer loyalty. Creating and checking service activity in Microsoft Dynamics CRM will help ensure your customers' happiness [more…]

E-Mail and Microsoft Dynamics CRM

Using Microsoft Dynamics CRM gives you the ability to use lots of Microsoft tools to help manage your customer relations. One of the most useful tools in the modern workplace is e-mail, so you need to [more…]

Completing an Activity in Microsoft Dynamics CRM

You make use of Microsoft Dynamics CRM to help manage your customer relations and your own workload, which includes projects that MS Dynamics CRM breaks down into Activities. To register the completion [more…]

Creating a New Account or Contact in Microsoft Dynamics CRM

The beauty and benefit of Microsoft Dynamics CRM is that it helps you manage your customers. Hopefully, you add a few new accounts and new customers in the course of doing business. To add new people to [more…]

How to Create a Quote in Microsoft Dynamics CRM

Microsoft Dynamics CRM can help you design a quote that gets you a new customer that Microsoft Dynamics CRM can help you manage. But, first, create the quote: [more…]

How to Search the Microsoft Dynamics CRM Knowledge Base

Microsoft Dynamics CRM has a handy feature called the Knowledge Base, which you can use to search your customer lists. To search the Knowledge Base, follow these steps: [more…]

How to View Announcements in Microsoft Dynamics CRM

Announcements is just one of the broad array of helpful customer-management tools you get with Microsoft Dynamics CRM. To view current announcements, follow these steps: [more…]

Microsoft Dynamics CRM 4 For Dummies Cheat Sheet

Microsoft Dynamics CRM 4 offers a broad range of tools to help you manage customers. From e-mail tools, to creating new accounts, to completing activities, and setting service schedules, Microsoft Dynamics [more…]

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