Microsoft Dynamics CRM Sales
The key to increasing sales success…
Duration: half day
Learn how to manage leads and opportunities, measure sales activities, and efficiently track customer communications. Skills developed will facilitate a shorter sales cycle, higher close rate, and improve customer retention.
Prerequisite: Microsoft Windows knowledge, Microsoft Internet Explorer, Microsoft Outlook and Word knowledge, Professional Advantage Microsoft CRM Introduction
What you will learn:
- Navigating the Microsoft CRM Sales screens,
manage leads and opportunities.
- Manage Accounts, Contacts and Competitors
from the CRM Sales Screens.
- Understanding the Microsoft CRM Sales
Process. Learn about how to use Microsoft
CRM to track your prospects from a potential
prospect right through to a qualified sale.
- Using Microsoft CRM Sales for Outlook for
emailing customers, setting up appointments
and creating tasks all seamlessly integrated
between Microsoft CRM and Microsoft Outlook.
- Learn how to send mail merged
documents from Microsoft CRM to your clients.
- Learn how to print some of the key sales
reports used in Microsoft CRM such as your
sales pipeline reports, etc., as well as other
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