80291, Sales Management in Microsoft Dynamics CRM 2011

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

This course is designed for new partners and customers of Microsoft Dynamics CRM that want to learn about the available sales features in the Microsoft Dynamics CRM product.

Before attending this course, students must have:

• General working knowledge of customer relationship management.
• General understanding of business processes.
• General working knowledge of Microsoft Windows.

After completing this course, 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 Sales Management
• Discuss when to use leads to qualify or disqualify opportunities
• Use process dialogs to automate lead and opportunity management
• Use the Product Catalog
• Create Price Lists for campaigns and special offers
• Create orders, quotes and track order fulfillment
• Use Lists, Views and Charts to obtain important sales information
• Work with and create dashboards

Module 1: Introduction

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 Leads
Lab: Running a Dialog Process

Module 2: Working with the Product Catalog

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 List
Lab: Use a Special Offer Price List for an Opportunity

Module 3: Sales Order Processing

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 Opportunity
Lab: Convert a Quote to an Order

Module 4: Analysis, Reporting and Goals

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 Opportunities

Infero Training Ltd is based in the Lace Market in Nottingham. Training courses take place at the following locations including Nottingham, Derby, Loughborough, Mansfield, Chesterfield, Burton-on-Trent, Lincoln, Leicester, Sheffield, Stoke-on-Trent, Tamworth, Wolverhampton, Walsall, Birmingham, Solihul, Coventry, Nuneaton, Peterborough, Grantham.