Sales Management in Microsoft Dynamics CRM 2013 Training

Sales Management in Microsoft Dynamics CRM 2013 training provides insight on the sales cycle covering from potential to closing. The training guides on how to identify the components, entities, records, and create a custom sales process as no two organizations have same sales process even if belong to same industry. Detailed information on product catalog, sales order process, and sales analysis are the part of this training. How to set the metrics to keep track of the progress of individual and teams is also covered. Moreover, the sync between the individual and organizational goals established through goal management is also discussed.

After the completion of the training, you will be able to do the following:

• Understand the context of Sales Management and review real-life sales scenarios
• Determine the elements effecting the sales management in MS Dynamics CRM 2013
• Examine the flow of sales activity, explore the opportunities with the leads and steps to execute them
• Prepare product catalog according to the customers, special offers, and marketing campaigns
• Convert a quote to an order following proper sales order process
• Define and track individual/team/organization key performance areas
• Effectively use different tools available within Microsoft Dynamics CRM to keep track of competitor records and explore new business opportunities.

Target audience

• Sales representatives
• Administrators
• Office managers
• Consultants
• Authorities willing to learn the sales features available within Microsoft Dynamics CRM 2013

Prerequisites

Candidates having knowledge of Microsoft Windows, Microsoft Office, and CRM processes can take best out of this training.

1: Introduction to Sales Management

• Customer Scenarios
• Basic Record Types

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

3: Working with Opportunity Records

• Create Opportunities and Work with Opportunity Form
• Changing Opportunity Status

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

5: Sales Order Processing

• Adding Line Items (Opportunity Products) to Opportunities
• Quote Management
• Working with Orders
• Working with Invoices

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

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