Sales Management in Microsoft Dynamics CRM 2013

  • 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