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80546, Sales Management in Microsoft Dynamics CRM 2013

Infero Training Ltd

Summary

Price
£444 inc VAT
Or £74.00/mo. for 6 months...
Study method
Classroom
Duration
1 day · Part-time
Qualification
No formal qualification
Additional info
  • Tutor is available to students

Location & dates

Location

Address
Station St
New Street Station Forecourt
BIRMINGHAM
West Midlands
B24ND
United Kingdom
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Address
Friary
Friary
BRISTOL
Avon
BS16EA
United Kingdom
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Address
The Space Centre
Judd Street
CENTRAL LONDON
LONDON
WC1H9NT
United Kingdom
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Address
Parkside
Parkside
COVENTRY
West Midlands
CV12HG
United Kingdom
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Overview

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

Description

This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the sales process from potential to close. This course provides insight on sales process information, and introduces the tools available to analyze and report on sales information.
This course guides you through the tools that help make the internal processes simpler and easier so your sales force can focus on what is important-creating a differentiated experience for your customers.

Who is this course for?

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.

Requirements

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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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

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An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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