BCM Flow

[Dan]

I am new to BCM and crm type apps. I need a way to manage leads and customers
and the progression from one to another so BCM seems like a good tool. I am
looking for a good tutorial on how to manage the flow of data and the
progression of a lead to becoming a customer. Most of the info I'm finding on
BCM talks about individual screans and features, but not the overall flow and
terminology. I need to know how and when to create/use Accounts, Contact,
Oportunities, and Campaigns. Can anyone recommend a good source for learning
this type of information?

 

[Luther Blissett]

I am new to BCM and crm type apps. I need a way to manage leads and customers
and the progression from one to another so BCM seems like a good tool. I am
looking for a good tutorial on how to manage the flow of data and the
progression of a lead to becoming a customer. Most of the info I'm finding on
BCM talks about individual screans and features, but not the overall flowand
terminology. I need to know how and when to create/use Accounts, Contact,
Oportunities, and Campaigns. Can anyone recommend a good source for learning
this type of information?

Have you tried any of the books?