Sales Management in Microsoft Dynamics® CRM 2013

At Course Completion

• Understand the context of Sales Management and review real-life sales scenarios
• Identify how the various elements of the Microsoft Dynamics CRM 2013 Sales fit together
• Review the basic terminology used throughout the application.
• Review how the basic flow of sales activity in Microsoft Dynamics CRM begins with the entry of leads, and review ways to manage leads in Microsoft Dynamics CRM
• Identify the role of leads, and when they can be used
• Know the Lead to Opportunity process and the roles of these records.
• Work with Sales Literature in Microsoft Dynamics CRM.
• Explore the steps to create and maintain Competitors.
• Identify the features and benefits of the product catalog.
• Create and maintain unit groups for the product catalog.
• Add products to the product catalog, and describe the use of kit products and substitute products.
• Create price lists and configure as appropriate for different customers, marketing campaigns and special offers.
• Set up different price lists for different types of customers and marketing campaigns
• Utilize the tools to available within Microsoft Dynamics CRM to capture important sales information and uncover new business opportunities.
• Identify how Goal Management enables organizations to manage and analyze performance.
• Use the Sales Analysis tools that Microsoft Dynamics CRM provides analyze and report on sales-related information

Course Requirements:

Students looking to take this course (80546) must already have the following technical knowledge:

• General knowledge of Microsoft Windows
• General knowledge of Microsoft Office
• An understanding of Customer Relationship Management solution processes and practices