Introduction to Sales Management in CRM 2011
This instructor-led course provides an introduction to the capabilities of Sales Management in Microsoft Dynamics CRM. It will teach you how to track and manage the Sales Process from lead and opportunity through to close. It provides insight on how to tailor the Sales Process to your business, leverage workflow and track sales activities and tasks by individual and team. It will also introduce you to sales forecasting , analytics, the product catalogue, pricing, quoting and order process. The on-site course will have some introductory hands-on labs.
Agenda
- Overview of the Sales Process in Microsoft Dynamics CRM
- Sales Activities
- Tracking Competitors and Managing Sales Literature
- Working with Leads
- Working with Opportunities
- Sales Processes, Workflows and Dialogs
- Sales Forecasting, Dashboards and Views
- The Product Catalog
- Creating, Maintaining and Using Price Lists
- CRM Quotes, Sales Orders and Invoices
Audience
This training is recommended for sales managers, administrators and product marketing managers with knowledge of the basic capabilities of Microsoft Dynamics CRM.
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