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MBIT Training Ltd

Sales Management in Microsoft Dynamics® CRM 2013

MBIT Training Ltd
Inhouse

£248
VAT exempt
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Important information

Typology Training
Methodology Inhouse
Duration 147 Days
Start Different dates available
  • Training
  • Inhouse
  • Duration:
    147 Days
  • Start:
    Different dates available
Description

This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the sales process from potential to close. This course provides insight on sales process information, and introduces the tools available to analyze and report on sales information.

Facilities (1)
Where and when
Starts Location
Different dates available
Inhouse
Starts Different dates available
Location
Inhouse

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What you'll learn on the course

CRM
Microsoft Dynamics
Sales
Sales Process
Sales Training
Microsoft Office
Microsoft Windows
CRM
Goal Management
Sales Analysis tools
Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2013
CRM
Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2013

Teachers and trainers (1)

Matthew Bennett
Matthew Bennett
Instructor

Director - MBIT Training Ltd Microsoft Certified Trainer, MCSA, MCITP, MCDST, Microsoft Partner Microsoft Dynamics consultant CompTIA A+ / Network+ / Security+ Author: Network+ study guide, A+ study guide (currently writing)

Course programme

This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the sales process from potential to close. This course provides insight on sales process information, and introduces the tools available to analyze and report on sales information. This course guides you through the tools that help make the internal processes simpler and easier so your sales force can focus on what is important—creating a differentiated experience for your customers.

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

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