Sales Management
Microsoft Dynamics CRM 2013
| Intermediate
- 7 videos | 33m 4s
- Earns a Badge
Microsoft Dynamics CRM 2013 is a Customer Relationship Management application that makes it possible to automate much of the sales process. Explore the sales module, sales pipeline management, lead management, and competition tracking.
WHAT YOU WILL LEARN
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understand the terminology and entities involved in sales managementunderstand the sales process and the entities involvedcreate leads and convert them to opportunitiesset up opportunity records using write in products and catalog products
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resolve opportunity records, re-open opportunities and work with resolution activitiesset up currencies, manage exchange rates and work with multiple currencies on sales recordsstore competitor details and track sales lost to competitors
IN THIS COURSE
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2m 10sAfter completing this video, you will be able to understand the terminology and concepts involved in sales management. FREE ACCESS
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2m 35sUpon completion of this video, you will understand the sales process and the entities involved. FREE ACCESS
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8m 37sIn this video, you will learn how to create leads and convert them into opportunities. FREE ACCESS
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7m 1sIn this video, you will set up opportunity records using write-in products and catalog products. FREE ACCESS
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4m 37sIn this video, you will learn how to resolve opportunity records, re-open opportunities, and work with resolution activities. FREE ACCESS
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4m 41sIn this video, you will learn how to set up currencies, manage exchange rates, and work with multiple currencies on sales records. FREE ACCESS
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3m 22sFind out how to store details about competitors and track sales lost to them. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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