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This course introduces the capabilities of Sales Management in Microsoft Dynamics CRM 2013 that allow you to track and manage the sales process from potential to close. This course provides insight on sales process information, and introduces the tools available to analyze and report on sales information. This course guides you through the tools that help make the internal processes simpler and easier so your sales force can focus on what is important-creating a differentiated experience for your customers.
Before attending this course, students must have:General knowledge of Microsoft Windows General knowledge of Microsoft Office An understanding of Customer Relationship Management solution processes and practices
1 Day/Lecture & Lab
This course is course is intended for individuals that plan to implement, use, maintain, or support Microsoft Dynamics CRM 2013 in their organization. The training is intended for sales representatives, administrators, office managers, CEOs, and consultants who want to learn the available sales features within Microsoft Dynamics CRM 2013.
- Introduction to Sales Management
- Lead Management
- Working with Opportunity Records
- Working with the Product Catalog
- Sales Order Processing
- Metrics and Goals
- Sales Analysis