Kaschinske - Maximizing Your Sales With Dynamics CRM 4.0A.pdf - Selling - lezynski1

MAXIMIZING

YOUR SALES WITH

MICROSOFT

DYNAMICS CRM 4 . 0

™

Edward Kachinske | Timothy Kachinske

Course Technology PTR

A part of Cengage Learning

Australia, Brazil, Japan, Korea, Mexico, Singapore, Spain, United Kingdom, United States

Maximizing Your Sales with Microsoft®

Dynamics™ CRM 4.0

Edward Kachinske, Timothy Kachinske

herein may be reproduced, transmitted, stored, or used in any form or by

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except as permitted under Section 107 or 108 of the 1976 United States

Publisher and General Manager, Course

Technology PTR:

Stacy L. Hiquet

Associate Director of Marketing:

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Manager of Editorial Services:

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Mitzi Koontz

Project Editor:

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Cengage Learning Customer & Sales Support Center, 1-800-354-9706

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Library of Congress Control Number: 2008936197

ISBN-13: 978-1-59863-818-9

ISBN-10: 1-59863-818-1

eISBN-10: 1-59863-837-8

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1 2 3 4 5 6 7 11 10 09

This book is dedicated to

John, Vicki, Cassie, and Julie.

Thanks for welcoming me with open arms.

You are great!

—EK

Maximizing Your Sales with Microsoft Dynamics CRM 4.0

Acknowledgments

This is my 24th published title and 5th book with the group that is now

Course Technology PTR. It’s been a true pleasure working with Stacy Hiquet,

Mitzi Koontz, and the whole team at Course Technology PTR. A big hug goes

out to all of you. You really are the best in the business.

This is my fourth book with Jenny Davidson as project editor. Jenny’s edits,

comments, and suggestions are always on target, and the final product is signif-

icantly better because of her efforts. (This also marks the fourth time that

Jenny has edited this paragraph.)

I had a great team of technical editors. Charlie Wood, Brian Galicia, Eric

Boocock, Jon White, Kevin Williamson, and Steve Stroz all served as tech

editors on this book, and collectively they know everything about Microsoft

Dynamics CRM. I was so impressed throughout the process, both with their

professionalism and their mastery of the subject.

Thanks to Philip Richardson for his efforts on this project early on. You’ve

really designed a great product!

Steve Greenberg (BC2) at Microsoft was very helpful in getting this project off

the ground. Steve and his wife, Ashley (BC1), are great people. I really value

their friendship.

A shout-out also goes to Woody Fluberg (BC3), pronounced Wooooodeeee,

and Arlo Fluberg (BC4), who are always the epicenter of fun when we go to

Seattle. Meow!

Randal Southam from CRM OnTarget provided lots of information about the

benefits of hosting Microsoft CRM with a hosting partner. If you need a

hosting partner, check out www.crmontarget.com.

David Grant, the CRM Practice Manager from Unitek, was a great resource

while writing this book. He’s one of the premier Microsoft CRM trainers, and

if you ever get the opportunity to take a class from him, do so.

Kaschinske - Maximizing Your Sales With Dynamics CRM 4.0A.pdf

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