Karen S. Fredricks – författare

Are you ready to reap the benefits of the bestselling contact relationship manager (CRM) software on the market today? Well, then—get into the act with ACT! 2008 and find out how the latest version of this exciting software enables you to set up a database that’s right for you so that you can focus on your business and career growth while also saving time and money.

With this fun and friendly guide in hand, you’ll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you’re new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!’s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities.

Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as:

Setting up the contact database Adding multiple contacts to a group and adding contacts to a company Changing contact-level security access Scheduling activities Using the basic ACT! Reports Designing new reports Automating the backup process Integrating with Outlook Creating groups

ACT! by Sage For Dummies, 9th Edition also boasts a companion Web site that includes all the updates for the 2008 version of ACT! You’ll be amazed by just how quickly you’ll be able to set up a database and get it to act for you.

SugarCRM is an innovative customer relationship management software solution that enhances your company’s marketing effectiveness, drives sales performance, improves customer satisfaction, and provides executive insight into business performance. SugarCRM For Dummies will show you to take advantage of this free, open source CRM application to boost your sales and please your customers. This guide helps you choose the flavor of Sugar you need, acquire and deploy it, set up accounts and contacts, and organize your day. You’ll first learn how to install SugarCRM, customize user preferences, create databases, and import contacts from other software. Next, you’ll discover how to extend SugarCRM’s capabilities to meet needs unique to your business. You’ll also find out how to: Schedule appointments, link them to records and notes, and organize your sales opportunitiesBuild campaigns, track their success, and grow your contact list with Web-to-lead formsManage customer issues and forums to exterminate software bugsSend e-newsletters and automate customer e-mail communication with templatesTake advantage of a complete recipe book for SugarCRM administratorsImprove sales performance with SugarCRMProvide great service to your customersDevelop searchable libraries and FAQsCreate and share documentsSugarCRM For Dummies will get you quickly up to speed on this customer relationship management software so you can enhance your business.Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

SugarCRM is an innovative customer relationship management software solution that enhances your company’s marketing effectiveness, drives sales performance, improves customer satisfaction, and provides executive insight into business performance. SugarCRM For Dummies will show you to take advantage of this free, open source CRM application to boost your sales and please your customers.

This guide helps you choose the flavor of Sugar you need, acquire and deploy it, set up accounts and contacts, and organize your day. You’ll first learn how to install SugarCRM, customize user preferences, create databases, and import contacts from other software. Next, you’ll discover how to extend SugarCRM’s capabilities to meet needs unique to your business. You’ll also find out how to:

Schedule appointments, link them to records and notes, and organize your sales opportunities Build campaigns, track their success, and grow your contact list with Web-to-lead forms Manage customer issues and forums to exterminate software bugs Send e-newsletters and automate customer e-mail communication with templates Take advantage of a complete recipe book for SugarCRM administrators Improve sales performance with SugarCRM Provide great service to your customers Develop searchable libraries and FAQs Create and share documents

SugarCRM For Dummies will get you quickly up to speed on this customer relationship management software so you can enhance your business.

Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

SugarCRM is an innovative customer relationship management software solution that enhances your company’s marketing effectiveness, drives sales performance, improves customer satisfaction, and provides executive insight into business performance. SugarCRM For Dummies will show you to take advantage of this free, open source CRM application to boost your sales and please your customers.

This guide helps you choose the flavor of Sugar you need, acquire and deploy it, set up accounts and contacts, and organize your day. You’ll first learn how to install SugarCRM, customize user preferences, create databases, and import contacts from other software. Next, you’ll discover how to extend SugarCRM’s capabilities to meet needs unique to your business. You’ll also find out how to:

Schedule appointments, link them to records and notes, and organize your sales opportunities Build campaigns, track their success, and grow your contact list with Web-to-lead forms Manage customer issues and forums to exterminate software bugs Send e-newsletters and automate customer e-mail communication with templates Take advantage of a complete recipe book for SugarCRM administrators Improve sales performance with SugarCRM Provide great service to your customers Develop searchable libraries and FAQs Create and share documents

SugarCRM For Dummies will get you quickly up to speed on this customer relationship management software so you can enhance your business.

Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Extensive coverage on using Microsoft Outlook to manage and organize your day

As the number one e-mail client and personal information manager, Microsoft Outlook offers a set of uncomplicated features that maximize the management of your e-mail, schedule, and general daily activities, with the least amount of hassle possible. Comprised of ten minibooks in one and packed with more than 800 pages, this All-in-One For Dummies reference walks you through the convenience of Microsoft Outlook and introduces you to the newest features of the 2010 version.

After a description of how to get started with Outlook 2010, you’ll get complete coverage on e-mail basics, advanced e-mail features, working with the calendar, managing contacts, and working with Business Contact Manager. You’ll learn how to track tasks, take notes, and record items in the journal, as well as customize and manage Outlook and get mobile with Outlook.

Offers soup-to-nuts coverage of Microsoft Outlook 2010, the newest version of the number one most popular e-mail manager Walks you through getting started with Outlook and e-mail basics, and gradually progresses to more advanced features and capabilities of e-mail Explains how to work with the Outlook 2010 calendar and manage your contacts Addresses tracking tasks, taking notes, recording items in the journal, and working with Business Contact Manager Shows you how to customize your Outlook, manage all the information within Outlook, and take Outlook on the road

Get a whole new outlook on Outlook 2010 with this complete guide!

Extensive coverage on using Microsoft Outlook to manage and organize your day

As the number one e-mail client and personal information manager, Microsoft Outlook offers a set of uncomplicated features that maximize the management of your e-mail, schedule, and general daily activities, with the least amount of hassle possible. Comprised of ten minibooks in one and packed with more than 800 pages, this All-in-One For Dummies reference walks you through the convenience of Microsoft Outlook and introduces you to the newest features of the 2010 version.

After a description of how to get started with Outlook 2010, you’ll get complete coverage on e-mail basics, advanced e-mail features, working with the calendar, managing contacts, and working with Business Contact Manager. You’ll learn how to track tasks, take notes, and record items in the journal, as well as customize and manage Outlook and get mobile with Outlook.

Offers soup-to-nuts coverage of Microsoft Outlook 2010, the newest version of the number one most popular e-mail manager Walks you through getting started with Outlook and e-mail basics, and gradually progresses to more advanced features and capabilities of e-mail Explains how to work with the Outlook 2010 calendar and manage your contacts Addresses tracking tasks, taking notes, recording items in the journal, and working with Business Contact Manager Shows you how to customize your Outlook, manage all the information within Outlook, and take Outlook on the road

Get a whole new outlook on Outlook 2010 with this complete guide!

Are you ready to reap the benefits of the bestselling contact relationship manager (CRM) software on the market today? Well, then—get into the act with ACT! 2008 and find out how the latest version of this exciting software enables you to set up a database that’s right for you so that you can focus on your business and career growth while also saving time and money.

With this fun and friendly guide in hand, you’ll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you’re new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!’s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities.

Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as:

Setting up the contact database Adding multiple contacts to a group and adding contacts to a company Changing contact-level security access Scheduling activities Using the basic ACT! Reports Designing new reports Automating the backup process Integrating with Outlook Creating groups

ACT! by Sage For Dummies, 9th Edition also boasts a companion Web site that includes all the updates for the 2008 version of ACT! You’ll be amazed by just how quickly you’ll be able to set up a database and get it to act for you.

Reap the competitive benefits of Zoho, one of the best customer relationship management (CRM) solutions on the market today.Learn How To:>Store complete contact information, including name, company, phone numbers, mailing addresses, and e-mail addresses.>Record dated notes for each of your contacts so that you can easily keep track of meaningful conversations and activities. This feature is handy for those of us who forget things on occasion.>Keep a calendar that is cross-referenced with the appropriate contact so that you have a complete record of all interactions that you’ve had—or will have—with a contact.>Access reports and dashboards so that you can glean insight into your business based on the information in your database.>Merge your contact information into templates you create for marketing campaigns and other purposes. You can send those merged documents via snail mail, fax, or e-mail.>Manage your sales pipeline with built-in forecasting tools.What Is Customer Relationship Management (CRM)?CRM stands for customer relationship management and typically refers to software, like Zoho, that helps you manage your customer relationships. From a sales perspective, it means things like inputting and tracking leads, checking up on those leads, converting leads to contacts, and ultimately to deals. From a management perspective, you can track the progress of your sales team, create and run reports, and gather insights into your sale cycles and forecasts. Simply stated, the goal of a capable CRM product, such as Zoho, is to run your business efficiently, effectively and to increase profitability.Contents:What in the World is Zoho?Working with Contact RecordsWorking with Contact RecordsFind And Change RecordsStay in TouchHave it Your Way (set up the system)Managing UsersE-mail BlastsPipelines and DealsManaging ProductsProjectsCasesReports and DashboardsHacks and ShortcutsAbout the Author:A full-time consultant and trainer since the 1980s, Karen Fredricks is the author of thirteen books on CRM and Contact Management Software, including eleven “For Dummies” titles. Her work includes titles on ACT, Outlook, SugarCRM, Outlook Business Contact Manager, and Microsoft Office Live. She created training videos on Outlook and ACT! for LinkedIn Learning.A true CRM fanatic, she is the Virtual CRM Users Group founder and holds frequent webinars focusing on CRM usage.Karen’s company, Tech Benders, provides consulting, support, and training services for a variety of CRM products. Her focus is on making companies more efficient and productive—and therefore more profitable. She has worked with numerous Fortune 500 companies and other well-known entities, including the PGA, the ATP, FPL, and Volvo of North America.