Moc 80546 Service Management in Microsoft Dynamics® CRM 2016

Eduteam Srl
A Milano
  • Eduteam Srl

300 
+IVA

Analizzate in maniera molto accurata tutte le potenzialità del crm, ottima la fase di esercitazioni pratiche.

L'OPINIONE DI santo
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Informazione importanti

  • Corso
  • Milano
  • 7 ore di lezione
  • Durata:
    1 Giorno
  • Quando:
    Da definire
Descrizione

Basic terminology used throughout the application,How the basic flow of sales activity in Microsoft Dynamics CRM begins with the entry of leads,Ways to manage leads in Microsoft Dynamics CRM,Role of leads and when they can be used,The lead-to-opportunity process and the roles of these records,Sales literature in Microsoft Dynamics CRM,Steps to create and maintain competitors,Features and benefits of the product catalog,Unit groups for the product catalog,Add products to the product catalog,Kit products and substitute products,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,Tools available within Microsoft Dynamics CRM to capture important sales information and identify new business opportunities,How goal management enables organizations to manage and analyze performance,Use the sales analysis tools that Microsoft Dynamics CRM provides to analyze and report on sales-related information.

Informazione importanti
Sedi

Dove e quando

Inizio Luogo Orario
Da definire
Milano
VIA PRIVATA ALFREDO SOFFREDINI 39, 20156, Milano, Italia
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Domande più frequenti

· Quali sono gli obiettivi del corso?

After completing this course, students will have the knoledge of: the context of Sales Management and real-life sales scenarios,How the various elements of the Microsoft Dynamics CRM 2016 and Sales Management fit together.

Opinioni

S

01/04/2016
Il meglio Analizzate in maniera molto accurata tutte le potenzialità del crm, ottima la fase di esercitazioni pratiche.

Da migliorare Nulla da segnalare.

Consiglieresti questo corso? Sí.

Cosa impari in questo corso?

CRM
CRM (Customer Relationship Management)

Professori

eduteam EDUTEAM
eduteam EDUTEAM
DOCENTE

Programma

Module 1: Introduction to Sales Management

Customer Scenarios
Basic RecordTypes

Module 2: Lead Management 

Lead to Opportunity Process Form and Process Ribbon
Convert Activity Records to Leads 
Qualifying and Disqualifying Leads 
Create, Maintain, and Use Sales Literature 
Create, Maintain, and Use Competitors

Module 3: Working with Opportunity Records 

Create Opportunities and Work with Opportunity Form
Changing Opportunity Status

Module 4: Working with the Product Catalog 

The Microsoft Dynamics CRM Product Catalog
Unit Groups
Adding and Maintaining Products 
Creating, Maintaining and Using Price Lists
Currency Management
Creating a Price List

Module 5: Sales Order Processing
Adding Line Items (Opportunity Products) to Opportunities 
Quote Management
Working with Orders
Working with Invoices

Module 6: Metrics and Goals 
Configuring Goal Metrics
Configuring Fiscal Periods
Creating and Assigning Goal Records
Creating and Recalculating Parent and Child Goal Records
Creating a Rollup Query

Module 7: Sales Analysis

Running Built-in Reports
Exporting Sales Information to Excel
Working with Charts and Dashboards 
Working with System Charts from the Opportunity List
Working with Dashboards 
Create a New Dashboard in the Workplace 
Sharing Dashboards, Charts, and Advanced Find Queries