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Sales Management in Microsoft Dynamics CRM 2011

  • Price £480.00
  • Duration 1 day(s)
All major credit cards accepted

Description

This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close. It provides insight on using the Product Catalog and process sales information. It also introduces some of the tools used to analyze and report on sales information.

This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available sales features in the Microsoft Dynamics CRM product.

Prerequisites

Before attending this course, students must have:

General working knowledge of customer relationship management
General understanding of business processes
General working knowledge of Microsoft Windows

Skills

Delegates will learn how to

Gain a conceptual understanding of the Microsoft Dynamics CRM sales process
Understand the role of the core record types used in Sales Management
Discuss when to use leads to qualify or disqualify opportunities
Use process dialogs to automate lead and opportunity management
Use the Product Catalog
Create Price Lists for campaigns and special offers
Create orders, quotes and track order fulfillment
Use Lists, Views and Charts to obtain important sales information
Work with and create dashboards

Course Content

Module 1: Introduction

This module introduces the capabilities of Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close.

Module 2: Working with the Product Catalog

This module describes the role of the product catalog in Microsoft Dynamics CRM and the benefits of using it. It shows the tasks that are required to configure a product catalog, including setting up and maintaining unit groups, products, and price lists. It also describes and demonstrates the important role of the product catalog and price lists in the sales process.

Module 3: Sales Order Processing

This module discusses the tools used to capture important sales information and uncover new business opportunities. Although, quotes, orders, and invoices are an important part of the sales processes and provide a complete view of the customer, implementing a sales process allows users to initiate, track, and close sales consistently and efficiently.

Module 4: Analysis, Reporting and Goals

This course discusses a number of tools you can use to analyze and report on sales-related information in Microsoft Dynamics CRM

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