Chapter 7. Sales Force Automation (SFA)
In this chapter
B2B Versus B2C
Leads
Sales Territory Manager
Quotas
Opportunities
Products
Competitors
Activities and Sales Process
Marketing Functionality
Use Case Corner—Tracking Marketing Campaigns
Summary
Now that the basics are covered, let's get into some specifics. As we've mentioned before, Sales users of Microsoft CRM have two interface options for accessing Microsoft CRM; the Web client and the Microsoft CRM Sales for Outlook client. The Web client can be accessed through a Web browser (IE 5.5 SP2 or IE 6.0) when the user is connected to the company network. The Outlook client, named Microsoft CRM Sales for Outlook, can be used in two modes with the user being connected to the main corporate CRM database ...
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