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Delivery Method |
Instructor led, group-paced, classroom-delivery learning model with structured... more details
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities. |
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Target Students |
This course is intended for individuals that plan... more details
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. |
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Prerequisites |
Before attending this course, students must have:
General knowledge... more details
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
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Course Objectives |
After completing this course, students will be able... more details
After completing this course, students will be able to:
- 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
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Course Content |
Module 1: Introduction to Sales Management
Customer ScenariosBasic Record... more details
Module 1: Introduction to Sales Management
Customer Scenarios Basic Record Types
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
Module 3: Working with Opportunity Records
Create Opportunities and Work with Opportunity Form Changing Opportunity Status
Module 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
Module 5: Sales Order Processing
Adding Line Items (Opportunity Products) to Opportunities Quote Management Working with Orders Working with Invoices
Module 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
Module 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 |
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Locations |
Infero Training Ltd is based in the... more details
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. |
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