Karen S. Fredricks's Books

Zoho One Essentials

Mastering Zoho CRM

By: Karen S. Fredricks

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Zoho One Essentials

Mastering Zoho CRM

By: Karen S. Fredricks

Reap the competitive benefits of Zoho, one of the best customer relationship management (CRM) solutions on the market today. Learn How To: b”/bStore complete contact information, including name, company, phone numbers, mailing addresses, and e-mail addresses.brb”/bRecord 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.brb”/bKeep 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.brb”/bAccess reports and dashboards so that you can glean insight into your business based on the information in your database.brb”/bMerge 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.brb”/bManage your sales pipeline with built-in forecasting tools.brbrbWhat Is Customer Relationship Management (CRM)?/bbrCRM 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.brbrbContents:/bbrWhat in the World is Zoho?brWorking with Contact RecordsbrWorking with Contact RecordsbrFind And Change RecordsbrStay in TouchbrHave it Your Way (set up the system)brManaging UsersbrE-mail BlastsbrPipelines and DealsbrManaging ProductsbrProjectsbrCasesbrReports and DashboardsbrHacks and Shortcutsbr

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186

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ePublishing Works!

Published Date

ISBN 10

1644572753

ISBN 13

9781644572757

ACT! 2005 For Dummies

By: Karen S. Fredricks

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ACT! 2005 For Dummies

By: Karen S. Fredricks

It's time to ACT! on your intention to improve customer relationship management! ACT! 2005 offers great new tools, and with this book in hand, you have a top expert showing you how to use them. Manage contact information and activity histories, keep track of companies and sales opportunities, create broadcast e-mails, and make every client feel important.

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410

Publisher

John Wiley & Sons

Published Date

ISBN 10

0764579649

ISBN 13

9780764579646

ACT! 2006 For Dummies

By: Karen S. Fredricks

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ACT! 2006 For Dummies

By: Karen S. Fredricks

If you want to manage your business relationships better, this guide helps you get your ACT together with ACT! 2006. ACT! is the world's leading contact management/CRM (customer relationship management) software. ACT! 2006 has great new features and ACT! 2006 For Dummies helps you take full advantage of them. Designed to help newbies get up to speed fast and to help pros get even more proficient, it covers: Database basics and a list of ACT! 2006 features How to enter and organize your contact information, including: adding history, documents, and secondary contacts; taking notes; scheduling appointments, calls and to-dos; using calendars; and more Using ACT! built-in reports (there are 40 to choose from) or creating your own reports from scratch Working with templates to automate routine documents Customizing ACT! to fit your needs Using notes in ACT to keep records of all communications Performing administrative tasks, such as routine maintenance, backing up your database, and checking for duplicate entries Synchronizing your database for remote users Creating mailing labels and envelopes or sending e-mails and broadcast faxes Using ACT! to manage and track the entire sales process, from initial opportunity through end result Managing your sales pipeline with built-in forecasting tools Using ACT! with your Internet Mail, Outlook, Outlook Express, Eudora, or Lotus Notes e-mail, plus a work-around if you're a die-hard AOL devotee Grouping your contacts (ideal for managing large projects, tracking real estate listings, organizing classes and seminars, and more) Using ACT! with Citrix, VPN, and terminal services Special tips for database managers or administrators Complete with info on working with ACT! Premium for Web, this book helps you use ACT! 2006 to manage your relationships with customers, document communications, track and prioritize sales opportunities, analyze data and create reports, and more. What are you waiting for? ACT NOW!

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410

Publisher

John Wiley & Sons

Published Date

ISBN 10

0471789445

ISBN 13

9780471789444

Outlook 2007 Business Contact Manager For Dummies

By: Karen S. Fredricks,Lon Orenstein

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Outlook 2007 Business Contact Manager For Dummies

By: Karen S. Fredricks,Lon Orenstein

Keep track of customers, coordinate projects, and implement initiatives The fun and easy way(r) to put BCM to work and make more money in less time Looking to make the most of Business Contact Manager? This nuts-and-bolts guide gets you up and running with this powerful software in no time. You'll take advantage of the latest features -- from customizing fields to integrating with Office Accounting -- to keep your business operating smoothly. Create quotes, orders, and invoices in a flash so you can focus on sales! Discover how to: * Create and manage a database * Organize your day * Share data among multiple users * Synchronize laptop data with a master database * Improve your customer relationships

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340

Publisher

John Wiley & Sons

Published Date

ISBN 10

1118051211

ISBN 13

9781118051214

Outlook 2007 All-in-One Desk Reference For Dummies

By: Jennifer Fulton,Karen S. Fredricks

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Outlook 2007 All-in-One Desk Reference For Dummies

By: Jennifer Fulton,Karen S. Fredricks

Nine minibooks spanning more than 800 pages make this an indispensable guide for Outlook power users Covers the new Outlook interface and features and offers detailed coverage of Outlook tools, techniques, and tricks Minibooks include: Outlook basics; e-mail, RSS, and news; personal information management; managing and controlling information; collaboration; functional forms; VBA programming; managing business information; and maintenance, management, and troubleshooting Office has more than 120 million users worldwide-90 percent of the business productivity software market-and most of these users look to Outlook for e-mail, calendaring, and personal information management

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899

Publisher

John Wiley & Sons

Published Date

ISBN 10

1118050894

ISBN 13

9781118050897

Outlook 2010 All-in-One For Dummies

By: Jennifer Fulton,Karen S. Fredricks

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Outlook 2010 All-in-One For Dummies

By: Jennifer Fulton,Karen S. Fredricks

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!

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Page Count

936

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470873213

ISBN 13

9780470873212

ACT! 2007 For Dummies

By: Karen S. Fredricks

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ACT! 2007 For Dummies

By: Karen S. Fredricks

Find out how to get the most from your ACT! Manage your contacts, communicate, synchronize ACT! with Outlook, and more You have a business or organization to run. ACT! is designed to make that easier, and this book helps you get your ACT! together. Here's how to set up ACT! 2007, enter and organize contact information, use ACT! to track activities, prioritize leads, and produce reports, and make it act exactly as you need it to. Discover how to * View details on a particular contact * Generate faxes, e-mail, or snail mail to a list * Add fields to customize ACT! * Handle backups and eliminate duplications * Group and sort contacts

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410

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470113081

ISBN 13

9780470113080

ACT! by Sage For Dummies

By: Karen S. Fredricks

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ACT! by Sage For Dummies

By: Karen S. Fredricks

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.

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425

Publisher

John Wiley & Sons

Published Date

ISBN 10

1118052412

ISBN 13

9781118052419

SugarCRM For Dummies

By: Karen S. Fredricks

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SugarCRM For Dummies

By: Karen S. Fredricks

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.

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451

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470448385

ISBN 13

9780470448380

Microsoft Office Live For Dummies

By: Karen S. Fredricks

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Microsoft Office Live For Dummies

By: Karen S. Fredricks

Microsoft Office Live is a service that allows individuals, small businesses, and organizations to create Web sites, share documents, and have a shared storage area on the Web Explains how to create a Web site; share documents, contact lists, project plans, and calendars; send or receive e-mails using Live Mail; and allow customers, employees, and vendors access to data based on specific security restrictions Discusses establishing security levels, sharing documents, defining and managing projects, tracking company assets, using the Contact Manager, using marketing campaigns, and working with client workspaces Office Live services can be used independently but they also integrate well with Microsoft Office programs used regularly by more than 400 million people around the world, including Microsoft Access, Excel, Outlook, Microsoft Office Live Meeting and Microsoft Office Small Business Edition

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336

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470198877

ISBN 13

9780470198872

ACT! 6 For Dummies

By: Karen S. Fredricks

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ACT! 6 For Dummies

By: Karen S. Fredricks

ACT! organizes customer information in one place, providing instant access to names, phone numbers, addresses, appointments, call histories, follow-up activities, and more Explores ACT!'s features, including a ready-to-use contact database with search capabilities; Internet links; mail, fax, and e-mail merge; synchronization with Palm OS handhelds; integration with Outlook and other popular products; report generation; and a customizable database Latest edition of this successful title shows business professionals how to use ACT!'s new e-mail features, new active libraries, and improved Internet services and Outlook integration

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360

Publisher

For Dummies

Published Date

ISBN 10

0764526456

ISBN 13

9780764526459

Microsoft Office Live For Dummies

By: Karen S. Fredricks

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Microsoft Office Live For Dummies

By: Karen S. Fredricks

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336

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470198877

ISBN 13

9780470198872

ACT! 2006 For Dummies

By: Karen S. Fredricks

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ACT! 2006 For Dummies

By: Karen S. Fredricks

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Solve jigsaw puzzle

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Page Count

410

Publisher

John Wiley & Sons

Published Date

ISBN 10

0471789445

ISBN 13

9780471789444

ACT! 2007 For Dummies

By: Karen S. Fredricks

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ACT! 2007 For Dummies

By: Karen S. Fredricks

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Solve jigsaw puzzle

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Page Count

410

Publisher

John Wiley & Sons

Published Date

ISBN 10

0470113081

ISBN 13

9780470113080

Book's by Karen S. Fredricks

Zoho One Essentials

Zoho One Essentials

ACT! 2005 For Dummies

ACT! 2005 For Dummies

ACT! 2006 For Dummies

ACT! 2006 For Dummies

Outlook 2007 Business Contact Manager For Dummies

Outlook 2007 Business Contact Manager For Dummies

Outlook 2007 All-in-One Desk Reference For Dummies

Outlook 2007 All-in-One Desk Reference For Dummies

Outlook 2010 All-in-One For Dummies

Outlook 2010 All-in-One For Dummies

ACT! 2007 For Dummies

ACT! 2007 For Dummies

ACT! by Sage For Dummies

ACT! by Sage For Dummies

SugarCRM For Dummies

SugarCRM For Dummies

Microsoft Office Live For Dummies

Microsoft Office Live For Dummies

ACT! 6 For Dummies

ACT! 6 For Dummies

Microsoft Office Live For Dummies

Microsoft Office Live For Dummies

ACT! 2006 For Dummies

ACT! 2006 For Dummies

ACT! 2007 For Dummies

ACT! 2007 For Dummies

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