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Sales Management in Microsoft Dynamics CRM 2015 (80709)

New – Use Microsoft Dynamics CRM features to manage standard business processes, such as sales, marketing, and service.

GK# 6732

Course Overview

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This course focuses on the Microsoft Dynamics CRM features used to manage standard business processes, such as sales, marketing, and service. This course covers how to track and manage the sales process from potential to close, how to get insight on sales process information, and how to nurture customer satisfaction through automation of business processes within Microsoft Dynamics CRM. It also introduces the tools available to analyze and report on sales, service, and marketing information. 

Additionally, this course guides you through the process of working with your customers in Microsoft Dynamics CRM, including: resolving customer complaints and services issues cost effectively and providing insight on managing all related correspondence, documents, contacts, and conversations. This course demonstrates the rich and relevant view of your customer that provides your team with actionable insights, including the use of knowledge management in a centralized knowledge base.

Schedule

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What You'll Learn

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Students will: 

  • Understand the context of Sales Management and review real-life sales scenarios
  • 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, describe the use of kit products and substitute products, create product bundles, and view products in hierarchical charts
  • 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 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 to analyze and report on sales-related information
  • Demonstrate how to add line items to an opportunity and generate quotes from an opportunity
  • Explain and demonstrate how to work with different currencies
  • Create and edit quotes, orders, and invoices in Microsoft Dynamics CRM
  • Use sales reports to review potential opportunities, forecast revenue, and analyze sales productivity and service reports to understand customer satisfaction and support trend

Who Should Attend

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This course is intended for business or technical decision-makers, sales representatives, administrators, office managers, and other individuals who need to improve internal business processes by implementing the Microsoft Dynamics CRM application and platform in their organizations and need a foundational understanding of the application functionality.

Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 1 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 1 day

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 1 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 1 day

Request this course in a different delivery format.
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