Sales Management in Microsoft Dynamics CRM 2011
€450, aangeboden door Master it Training
Deze training introduceert de mogelijkheden van Sales Management binnen Microsoft Dynamics CRM 2013 om de sales processen bij te houden en te beheren van potentieel tot binnengehaald. Deze training geeft je inzicht in het gebruik van de Product Catalog en het verwerken van sales informatie. De training introduceert ook een aantal tools om sales informatie te analyseren en rapporteren.Na afronding van deze training kun je: De concepten van Microsoft Dynamics CRM sales processen begrijpen; De rol van de basis “record†types die gebruikt worden binnen Sales Management begrijpen; Beargumenteren wanneer leads te gebruiken om opportuntities te kwalificeren of diskwalificeren; Gebruik maken van proces "dialogs" voor de automatisering van lead en opportunity management; De Product Catalog gebruiken; Price Lists voor campagnes en speciale aanbiedingen aanmaken; Orders en quotes maken, plus bijhouden welke orders voldaan zijn; Lijsten, weergaven en grafieken gebruiken voor het vergaren van belangrijke sales informatie; Dashboards maken en er mee werken.
Let op. Deze training is exclusief het examen.
Doelgroep
Deze training is ontwikkeld voor nieuwe partners en klanten van Microsoft Dynamics CRM die willen leren over de mogelijkheden met betrekking tot sales van het Microsoft Dynamics CRM product.
Voorkennis voor de Sales Management in Microsoft Dynamics CRM 2011 training
Voor deelname aan deze training dien je te beschikken over: Algemene praktische kennis van customer relationship management; Algemene kennis van bedrijfsprocessen; Algemene praktische kennis van Microsoft Windows.
Onderwerpen in de Sales Management in Microsoft Dynamics CRM 2011 training
Module 1: IntroductionThis module introduces the capabilities of Microsoft Dynamics CRM that allow you to track and manage the sales process from potential to close.Lessons Overview of the Sales Process in Microsoft Dynamics CRM Core Records in the Sales Process Tracking Competitors and Managing Sales Literature Working with Leads Working with Opportunities Sales Processes, Workflows and Dialogs Lab : Qualify and Convert LeadsLab : Running a Dialog ProcessAfter completing this module, students will be able to: Gain a conceptual understanding of the Microsoft Dynamics CRM sales process. Understand the role of the core record types used in Microsoft Dynamics CRM Sales Management. Identify when and how to use the Competitors and Sales Literature record types. Identify when to use leads to qualify or disqualify opportunities. Create, work with and close opportunities. Reopen opportunities. Use process dialogs to automate lead and opportunity management. Module 2: Working with the Product CatalogThis module describes the role of the product catalog in Microsoft Dynamics CRM and the benefits of using it. It shows the tasks that are required to configure a product catalog, including setting up and maintaining unit groups, products, and price lists. It also describes and demonstrates the important role of the product catalog and price lists in the sales process.Lessons The Product Catalog and the Sales Process Unit Groups Adding and Maintaining Products Creating, Maintaining and Using Price Lists Lab : Create a Special Offer Price ListLab : Use a Special Offer Price List for an OpportunityAfter completing this module, students will be able to: 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 for different customers, marketing campaigns and special offers. Set up different price lists for different types of customers and marketing campaigns. Module 3: Sales Order ProcessingThis module discusses the tools used to capture important sales information and uncover new business opportunities. Although, quotes, orders, and invoices are an important part of the sales processes and provide a complete view of the customer, implementing a sales process allows users to initiate, track, and close sales consistently and efficiently.Lessons The Microsoft Dynamics CRM Sales Order Process Opportunities, Quotes, and the Sales Process Working with Orders Working with Invoices Lab : Create Multiple Quotes from an OpportunityLab : Convert a Quote to an OrderAfter completing this module, students will be able to: Identify what constitutes a complete sales transaction. Understand how opportunities and quotes are related to each other, and how they can be used together in the sales process. Create a new order, create an order from a quote, and track order fulfillment. Create an invoice from an order and close or cancel an invoice. Module 4: Analysis, Reporting and GoalsThis course discusses a number of tools you can use to analyze and report on salesrelated information in Microsoft Dynamics CRM.Lessons Analyzing Sales Information with Lists, Views and Charts Working with Reports Exporting Sales Information to Microsoft Office Excel Creating and Managing Sales Goals Creating Charts Dashboards Lab : Create a Sales Goal for OpportunitiesAfter completing this module, students will be able to: Use Lists, Views, and Charts to obtain important sales information. Use sales reports to review potential opportunities, forecast revenue, and analyze sales productivity. Create custom reports with the Report Wizard. Export the results of an Advanced Find or view a Microsoft Excel spreadsheet using the Export to Excel feature. Create and manage sales goals for individuals, teams, and your organization. Create and share personal charts and system charts. Work with and create dashboards.