This 1 day instructor-led training class is presented by Microsoft training partners to their end customers. Training partners in North America and the UK hire proven AMS Subject Matter Expert Microsoft Certified Trainers (MCT’s) to teach on-site and on-line training classes.
This course introduces students to the capabilities of Sales Management in Microsoft Dynamics CRM 2013. Students learn to track and manage the sales process from potential to close plus it provides insight on sales process information, and introduces the tools available to analyze and report on sales information. Students learn 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.
Audience:
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.
Course Objectives:
• 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
Prerequisites:
• General knowledge of Microsoft Windows
• General knowledge of Microsoft Office
• An understanding of Customer Relationship Management solution processes and practices
Course Outline:
I. Module 1: Introduction to Sales Management
1. Customer Scenarios
2. Basic Record Types
II. Module 2: Lead Management
1. Lead to Opportunity Process Form and Process Ribbon
2. Convert Activity Records to Leads
3. Qualifying and Disqualifying Leads
4. Create, Maintain, and Use Sales Literature
5. Create, Maintain, and Use Competitors
6. Lab : Create and Disqualify a Lead
7. Create a New Lead Record
8. Disqualify the Lead Record.
III. Module 3: Working with Opportunity Records
1. Create Opportunities and Work with Opportunity Form
2. Changing Opportunity Status
3. Lab : Managing Sales Opportunities
IV. Module 4: Working with the Product Catalog
1. The Microsoft Dynamics CRM Product Catalog
2. Unit Groups
3. Adding and Maintaining Products
4. Creating, Maintaining and Using Price Lists
5. Currency Management
6. Creating a Price List
7. Lab : Managing Price List Items
8. Create a Test Opportunity Record, and Add a Price List
9. Lab : Managing the Product Catalog
10. Create Currency
11. Create a Unit Group associated with the Currency
12. Create a Product
13. Create a Price List and Price List Item Tied to the Currency
V. Module 5: Sales Order Processing
1. Adding Line Items (Opportunity Products) to Opportunities
2. Quote Management
3. Working with Orders
4. Working with Invoices
5. Lab : Sales Order Process
VI. Module 6: Metrics and Goals
1. Configuring Goal Metrics
2. Configuring Fiscal Periods
3. Creating and Assigning Goal Records
4. Creating and Recalculating Parent and Child Goal Records
5. Creating a Rollup Query
6. Lab : Goal Management for Individuals
7. Implement a Goal Metric
VII. Module 7: Sales Analysis
1. Running Built-in Reports
2. Exporting Sales Information to Excel
3. Working with Charts and Dashboards
4. Working with System Charts from the Opportunity List
5. Working with Dashboards
6. Create a New Dashboard in the Workplace
7. Sharing DASHBOARDS, Charts and Advanced Find Queries
8. Lab : Create a New Personal, Sales Dashboard
9. Create an advanced find query
10. Create a chart.
11. Create a dashboard, and add the advanced find query and chart to it.
12. Share the dashboard.
To Hire a proven AMS Microsoft Dynamics CRM 2013 Subject Matter Expert who also teaches this class, Call 800-798-3901 Today