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.