SALES MANAGEMENT EN MICROSOFT DYNAMICS® CRM 2016

FECHA INICIO:
22/09/2016
FECHA FIN:
22/09/2016
HORA INICIO:
09:00 h
HORA FIN:
15:00 h
LUGAR:
Barcelona
REFERENCIA:
MOC 80727
  • PERFIL

    Dirigido a personas con experiencia básica en el uso de aplicaciones de Windows, con nociones de los roles básicos de ventas y marketing en un negocio y una vez finalizado del curso de introducción a Microsoft Dynamics CRM

  • OBJETIVOS

    •Examinar el proceso de cliente potencial a oportunidad

    •Describir el proceso de convertir registros de actividad en clientes potenciales

    •Comprender los conceptos de los registros de oportunidad

    •Crear, cerrar y reabrir las oportunidades y trabajar con ellas

    •Describir los diferentes estados de una oportunidad

  • TEMARIO

    Módulo 0: Introducción


    Módulo 1 : Introduction to Sales Management

    • Customer Scenarios

    • Basic Record Types

    • Business and Branching Process Flows

    • Sales Literature

    • Competitors

    • Sales Territories

    • Currency Configuration

    • Social Engagement


    Módulo 2 : Lead Management

    • Role of Lead and Opportunity Records

    • Lead Opportunity Process Form and Ribbon

    • Track and Convert Leads


    Módulo 3 : Working with 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


    Módulo 4 : 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


    Módulo 5 : Sales Order Process

    • Add Line Items to Opportunities

    • Write-In Products

    • Different Currencies

    • Exchange Rate

    • Quotes from Opportunities

    • Quote Management

    • Orders

    • Invoices

    • Goal Management


    Módulo 6 : Metrics and Goals

    • Sales Metrics

    • Fiscal Periods

    • Goals

    • Parent and Child Goals

    • Rollup Queries


    Módulo 7 : Sales Analysis

    • Built-In Reports

    • Export Microsoft Dynamics CRM Data

    • Demonstration: Export 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