80546 Sales Management in Microsoft Dynamics CRM 2013
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9:00am - 4;30pm
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.
AUDIENCE AND PREREQUISITES
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.
This course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM 2013 in their organization. The training is intended for sales representatives, administrators, office managers, CEOs, and consultants who want to learn the available sales features within Microsoft Dynamics CRM 2013.
Before attending this course, students must have:
General knowledge of Microsoft Windows
General knowledge of Microsoft Office
An understanding of Customer Relationship Management solution processes and practices
*Course cost listed does not include the cost of courseware (required) or lunch (optional). Please contact us at email@example.com or 207-775-0244 for additional pricing information, or if you have any questions.
Course subject to minimum enrollment.
Course may run as a Live Distance Learning (LDL) session if minimum enrollment is not met.
Module 1: Introduction to Sales Management Customer Scenarios Basic Record TypesAfter completing this module, students will be able to: List the business scenarios that might benefit from Microsoft Dynamics CRM Sales Management. Describe the role of the core record types used in Microsoft Dynamics CRM Sales Management. Discuss when and how to use the Competitors and Sales Literature record types Create and work with new and existing customers. Describe the relationship between customer records and sales records.Module 2: Lead Management Lead to Opportunity Process Form and Process Ribbon Convert Activity Records to Leads Qualifying and Disqualifying Leads Create, Maintain, and Use Sales Literature Create, Maintain, and Use Competitors Lab : Create and Disqualify a Lead Create a New Lead Record Disqualify the Lead RecordModule 3: Working with Opportunity Records Create Opportunities and Work with Opportunity Form Changing Opportunity Status Lab : Managing Sales OpportunitiesModule 4: Working with the Product Catalog The Microsoft Dynamics CRM Product Catalog Unit Groups Adding and Maintaining Products Creating, Maintaining and Using Price Lists Currency Management Creating a Price List Lab : Managing Price List Items Create a Test Opportunity Record, and Add a Price List Lab : Managing the Product Catalog Create Currency Create a Unit Group associated with the Currency Create a Product, Price List and Price List Item Tied to the CurrencModule 5: Sales Order Processing Adding Line Items (Opportunity Products) to Opportunities Quote Management Working with Orders Working with Invoices Lab : Sales Order ProcessModule 6: Metrics and Goals Configuring Goal Metrics Configuring Fiscal Periods Creating and Assigning Goal Records Creating and Recalculating Parent and Child Goal Records Creating a Rollup Query Lab : Goal Management for Individuals Implement a Goal MetricModule 7: Sales Analysis Running Built-in Reports Exporting Sales Information to Excel Working with Charts and Dashboards Working with System Charts from the Opportunity List Working with Dashboards Create a New Dashboard in the Workplace Sharing DASHBOARDS, Charts and Advanced Find Queries Lab : Create a New Personal, Sales Dashboard Create an advanced find query Create a chart. Create a dashboard, and add the advanced find query and chart to it. Share the dashboard.