1-day Training Class: Sales Management in Microsoft Dynamics CRM 2016 – eBECS Chesterfield
£300
1-day Training Class: Sales Management in Microsoft Dynamics CRM 2016 – eBECS Chesterfield

1-day Training Class: Sales Management in Microsoft Dynamics CRM 2016 – eBE...

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eBECS Chesterfield

Enterprise House

The Bridge Business Centre

Beresford Way, Chesterfield

S41 9FG

United Kingdom

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Description


Sales Management within Microsoft Dynamics CRM provides a flexible framework for you to track, manage, and analyse parts of your sales cycle as well as its overall success. This course describes the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close.

With this information, you can determine which aspects of the Sales module framework are appropriate for your organization. The Sales Management course provides information on the full functionality of the Sales functionality of Microsoft Dynamics CRM 2016. It provides information about various customer scenarios, lead through opportunity management, product catalogue management, sales transaction processing, goal management, and sales analysis.

For a special one-off cost of just £250, you will learn how to:

  • Explore the default sales management functionality within Microsoft Dynamics CRM

  • Guidance on the opportunity process flow

  • Maintain lead record management

  • Configure the product catalogue

  • Explain the sales ordering process

  • Walk through the creation of metrics and goals within sales management

  • Provide an overview of sales analysis and its business impact on an organisation

Agenda

08.30 – 09.00 – Coffee

09.00 – 09.15 - Expert Introduction and Course Introductions

09.15 – 10.45 - Module 01 – Introduction to Sales Management

  • Module Overview

  • Customer Scenarios

  • Basic Record Types

  • Business and Branching Process Flows

  • Sales Literature

  • Practice: Create Sales Literature

  • Competitors

  • Sales Territories

  • Currency Configuration

  • Microsoft Social Engagement

  • Module Review • Quiz: Test Your Knowledge

10.45 – 11.00 - Coffee Break

11.00 – 12.30 – Module 02: Sales Set up

  • Module Overview

  • Add Line Items to Opportunities

  • Write-In Products

  • Different Currencies

  • Exchange Rates

  • Quotes from Opportunities

  • Quote Management

  • Orders

  • Invoices

  • Goal Management

  • Practice: End to End Sales Order Processing

  • Module Review • Quiz: Test Your Knowledge

12.30 – 13.15 - Lunch

13.15 – 15.00 – Module 03: Lead Management

  • Module Overview

  • Role of Lead and Opportunity Records

  • Lead Opportunity Process Form and Ribbon

  • Track and Convert Leads

  • Practice: Create and Disqualify a Lead

  • Module Review

  • Quiz: Test Your Knowledge

15.00 – 15.15 - Coffee Break

15.15 – 16.30 – Module 04: Opportunity Records

  • Module Overview

  • Understand Opportunities

  • Opportunity Management

  • Practice: Manage Opportunities and Competitors

  • Closing Opportunities

  • Connect with Records

  • Associate Competitors with an Opportunity

  • View Resolution Activities

16.30 – 16.45 – Wrap up

Course Pre-Requisites This course is suitable for Sales Managers/Sales Directors/IT responsible for sales CRM systems, with:

  • Basic experience using Windows applications

  • Basic understanding of Sales in Microsoft Dynamics CRM

Timing and costs:

When: 21 February 2017, Chesterfield

Time: 09.00– 16.45

GMT Cost: £250 & VAT to all attendees

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Date and Time

Location

eBECS Chesterfield

Enterprise House

The Bridge Business Centre

Beresford Way, Chesterfield

S41 9FG

United Kingdom

View Map

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