Продолжительность курса 1 день /8 академических часов

Время проведения — с 10:00 до 17:00

Ближайшие даты проведения тренинга Microsoft CRM.

* Описание курса Курс 80802 Управление продажами в Microsoft Dynamics CRM 2016. Update 1 представлено на английском языке. Курс читается на русском языке.

Описание курса

About this Course

The Sales Management course within Microsoft Dynamics CRM provides a flexible framework for organizations to track, manage, and analyze parts of their sales cycle as well as its overall success. This course describes the components used in Microsoft Dynamics CRM Sales Management and explains how they can apply to various business scenarios. It also details the entities or record types that Microsoft Dynamics CRM uses to track sales from potential to close. With this information, organizations can determine which aspects of the Sales module framework are appropriate for their organization. The Sales Management course provides information on the full functionality of the Sales functionality of Microsoft Dynamics CRM 2016. It provides information about various customer scenarios, lead through opportunity management, product catalog management, sales transaction processing, goal management, and sales analysis.

This course contains modules and lessons from 80827: Sales Management in Microsoft Dynamics CRM 2016 as well as new modules and lessons covering Microsoft Dynamics CRM 2016.

After completing this course, students will be able to:

Explore the default sales management functionality within Microsoft Dynamics CRM
Guidance on the opportunity process flow
Maintain lead record management
Configure the product catalog
Explain the sales ordering process
Walk through the creation of metrics and goals within sales management
Provide an overview of sales analysis and its business impact on an organization
Basic experience using Windows applications
Basic understanding of Sales in Microsoft Dynamics CRM
Completion of the Microsoft Dynamics CRM Introduction course

Course Outline

Module 01: Introduction to Sales Management

Customer Scenarios
Basic Record Types
Business and Branching Process Flows
Sales Literature
Competitors
Sales Territories
Currency Configuration
Microsoft Social Engagement

Module 02: Sales Setup

Add Line Items to Opportunities
Write-In Products
Different Currencies
Exchange Rates
Quotes from Opportunities
Quote Management
Orders
Invoices
Goal Management

Module 03: Lead Management

Role of Lead and Opportunity Records
Lead Opportunity Process Form and Ribbon
Track and Convert Leads

Module 04: Opportunity Records

Understand Opportunities
Opportunity Management
Closing Opportunities
Connect with Records
Demonstration: Associate Competitors with an Opportunity
View Resolution Activities
Opportunities and Views
Quick Create

Module 05: Product Catalog

Product Catalog Components
Unit Groups
Product Configuration
Price Lists
Tailored Price Lists
Discount Lists
Currency Management
Product Relationships
Product Families and Properties
Product Bundles and Relationships
Products in Hierarchical Charts

Module 06: Metrics and Goals

Sales Metrics
Fiscal Periods
Goals
Parent and Child Goals
Rollup Queries

Module 07: Fantasy Sales Team

What is Gamification and FantasySalesTeam?
FantasySalesTeam Portal
Player Roles and Account Types
Choosing Game Types
Demonstration: Set up Game — No Team
Demonstration: Set up Game — Fixed Teams
Demonstration: Set up Game — Fantasy Teams
Sales Metrics
Demonstration: Set up Sales Metrics
Demonstration: Set up Quotas
Player Position and Alignment
Scoring Methods
Trophies, Badges, and Prizes
Kick-Off
Managing Outcomes
FST TV Feeds
Interacting with the Game as a Player or Fan
Game Administration
Game Cloning
Email Scheduling

Module 08: Sales Analysis

Built-In Reports
Export Microsoft Dynamics CRM Data
Demonstration: Export to Excel
Practice: Export CRM Data to Excel
Demonstration: Export to Word Template
Charts and Dashboards
Types of Charts
System Charts
Demonstration: Default Charts
Work with Dashboards
Share Dashboards, Charts, and Queries
PowerBI Dashboards

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

В начало

Ближайшие даты

Ближайшие тренинги Microsoft Dynamics CRM 2016

Для уточнения расписания или записи на обучение напишите сообщение на E-mail info@giustoconsulting.com или позвоните по телефону в Москве: +7 495 642 44 05