Microsoft CRM 3.0 Sales Management

QA Ltd.
Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough, United Kingdom

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' This one-day course explores the Microsoft CRM application from a user’s perspective. Application functionality covered in the course includes Core CRM Navigation, User Interface, Outlook Client, and the Sales Management module. This application course does not include materials or instructor discussion of Microsoft CRM Installation, Application Configuration, Workflow Configuration, Customization, Back Office Integration or Data Migration.

This course teaches the processes and functionality used by sales managers and sales representatives. The course begins with an introduction to the core concepts of Microsoft CRM then an overview of the sales processes. Subesquent lessons explore the sales concepts in greater detail. A thorough understanding of the sales processes in Microsoft CRM helps you to get the most out of your system.

Microsoft CRM Sales Management training is recommended for individuals or anyone that plans to implement, use, maintain, consult, or support Microsoft CRM in their organization. The class is targeted toward sales representatives, administrators, office managers, CEO’s, and consultants who need to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the application functionality.

Prerequisites
Before attending this course, students must have:

General knowledge of Microsoft Windows
An understanding of Customer Relationship Management solution processes and practices
Delegates will learn how to
Microsoft CRM User Interface and application terminology
Basic and advanced navigation and record maintenance
Microsoft CRM Client for Outlook functionality and synchronization
Account, Contact, Lead, Opportunity and Activity record management
Sales functionality, including Lead, Opportunity, Quote, Order, Invoice, and Product Catalog management
Microsoft CRM Advanced Find functionality to evaluate customer data
Course Outline
Chapter 1: Microsoft CRM Concepts

Microsoft CRM Modules
Accessing Microsoft CRM
Customer Records
Customer Relationships
Understanding customization availability
Chapter 2: Microsoft CRM Client for Outlook

Identifying the functionality available in the Microsoft CRM Client for Outlook
Navigate within the Microsoft CRM client for Outlook user interface
Navigate within the Microsoft CRM client for Outlook user interface
Create and manage Microsoft CRM records and activities in Outlook
Chapter 3: Sales Management Life Cycle

Sales Management Process Flow
Overview of core sales functionality
Working with Customer Records
Chapter 4: Lead Management

Understanding Leads
Creating and Importing Leads
Assigning, Sharing and Converting Leads
Disqualifying and Reactivating Leads
Reporting with Leads
Chapter 5: Completing the Sale

Managing Opportunities
Working with Opportunities
Using Workflow and Sales Processes
Quotes, Orders, and Invoices
Chapter 6: Sales Productivity

Evaluating Customer Data
Creating and Saving Advanced Find queries
Managing Sales Productivity
Marketing Collaboration
Chapter 7: Sales Administration

Automated Sales and Workflow Processes
Managing Competitors
Managing Sales Literature
Creating a Product Catalog ...''

Elements of this syllabus are subject to change.

Phone:0844 871 2080

School Address:

TEL: 0844 871 2080
E-mail us: info@qa.com

Jobs & Resumes: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Houses & Roommates: Aberdeen, Birmingham, Bristol, Edinburgh, Exeter, Glasgow, Leeds, London, Manchester, Slough
Travel Agencies: Birmingham, Bristol, Edinburgh, Leeds, London, Manchester,

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