Sales Management

Microsoft Dynamics CRM 2013    |    Intermediate
  • 7 Videos | 33m 4s
  • Earns a Badge
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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

  • Playable
    1. 
    Introduction to Sales Management
    2m 10s
    UP NEXT
  • Playable
    2. 
    The Sales Process
    2m 35s
  • Locked
    3. 
    Lead Management and Lead Conversion
    8m 37s
  • Locked
    4. 
    Working with Opportunity Records
    7m 1s
  • Locked
    5. 
    Opportunity Resolution
    4m 37s
  • Locked
    6. 
    Managing and Using Multiple Currencies
    4m 41s
  • Locked
    7. 
    Keeping Track of the Competition
    3m 22s

EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE

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