Sales Management

Microsoft Dynamics CRM 2013    |    Intermediate
  • 7 videos | 33m 4s
  • Earns a Badge
Rating 4.6 of 314 users Rating 4.6 of 314 users (314)
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

  • Understand the terminology and entities involved in sales management
    Understand the sales process and the entities involved
    Create leads and convert them to opportunities
    Set up opportunity records using write in products and catalog products
  • Resolve opportunity records, re-open opportunities and work with resolution activities
    Set up currencies, manage exchange rates and work with multiple currencies on sales records
    Store competitor details and track sales lost to competitors

IN THIS COURSE

  • 2m 10s
    After completing this video, you will be able to understand the terminology and concepts involved in sales management. FREE ACCESS
  • 2m 35s
    Upon completion of this video, you will understand the sales process and the entities involved. FREE ACCESS
  • Locked
    3.  Lead Management and Lead Conversion
    8m 37s
    In this video, you will learn how to create leads and convert them into opportunities. FREE ACCESS
  • Locked
    4.  Working with Opportunity Records
    7m 1s
    In this video, you will set up opportunity records using write-in products and catalog products. FREE ACCESS
  • Locked
    5.  Opportunity Resolution
    4m 37s
    In this video, you will learn how to resolve opportunity records, re-open opportunities, and work with resolution activities. FREE ACCESS
  • Locked
    6.  Managing and Using Multiple Currencies
    4m 41s
    In this video, you will learn how to set up currencies, manage exchange rates, and work with multiple currencies on sales records. FREE ACCESS
  • Locked
    7.  Keeping Track of the Competition
    3m 22s
    Find out how to store details about competitors and track sales lost to them. FREE ACCESS

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