Moc 80546 Service Management in Microsoft Dynamics® CRM 2016
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Preparatissimi, si nota che il docente ha alle spalle innumerevoli progetti.
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Attenti, esercizi e simulazioni. Il docente da suggerimenti importanti per essere il più autonomi possibili al rientro in azienda.
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Preparati, flessibili e disponibili.
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Corso
A Milano
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The system of the future
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Tipologia
Corso
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Luogo
Milano
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Ore di lezione
7h
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Durata
1 Giorno
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Inizio
Scegli data
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.
Sedi e date
Luogo
Inizio del corso
Inizio del corso
Profilo 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
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Preparatissimi, si nota che il docente ha alle spalle innumerevoli progetti.
← | →
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Attenti, esercizi e simulazioni. Il docente da suggerimenti importanti per essere il più autonomi possibili al rientro in azienda.
← | →
-
Preparati, flessibili e disponibili.
← | →
Valutazione del corso
Lo consiglia
Valutazione del Centro
Sandro T.
Sandro S
Paolo f.
santo
Materie
- CRM
- CRM (Customer Relationship Management)
- Sales manager
- Management
- Microsoft Dynamics
- Lead user
- Marketing aziendale
- Campagne pubblicitarie
- Analisi dei dati
- Reporting
Professori
eduteam EDUTEAM
DOCENTE
Programma
Module 1: Introduction to Sales Management
Customer ScenariosBasic 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
Ulteriori informazioni
Hai bisogno di un coach per la formazione?
Ti aiuterà a confrontare vari corsi e trovare l'offerta formativa più conveniente.
Moc 80546 Service Management in Microsoft Dynamics® CRM 2016