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| Microsoft CRM EU: 4.0 for Sales Professionals |
| Vendor Course Code: | MSCRMSALES |
| Course Length: | 1 day |
| Course Price: | $680.00 plus $68.00 GST = $748.00 inc. GST |
| Availability: | Please call DDLS on 1800 U LEARN (1800 853 276) or  click here to register your interest. |
| Overview: | 
This one-day instructor-led course provides students with the knowledge and skills to improve their day to day working environment by using the Sales module within CRM. |
| Skills Gained: | After completing this course, students will be able to:
• Navigate Microsoft CRM and understand the standard application terminology
• Understand how to manage suspects and prospects – when to use leads or opportunities
• Sales functionality, including Lead, Opportunity, Quote, Order and Invoice
• Advanced finds for pipeline management
• Competitor Analysis – opportunities lost to competitors with $ values
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| Key Topics: | Key Topics
Module 1:
1.1 Microsoft Outlook and Dynamics CRM
1.2 Microsoft CRM Modules
1.3 Sales Management Module
Module 2: Working within the Sales Module
2.1 Navigating Workplace
2.2 Navigating Sales
Module 3: Sales Functionality: Lead to Order
3.1 Managing Leads
3.2 Lead Activities
3.3 Search for leads
3.4 Disqualify and close a lead
3.5 Reactivate a lead
3.6 Qualify a lead
3.7 Opportunities
3.8 Quotes
3.9 Revise and activate quotes
3.10 Close quotes and opportunities
3.11 Orders
3.12 Invoices
Module 4: Account and Contact Management
4.1 Contacts
4.2 Accounts
4.3 Workflow and Sales Processes
4.4 Managing activities and calendar
4.5 Sales Literature
Module 5: Advanced Sales Functionality
6.1 Advanced finds – leads, opportunities etc.
6.2 Creating a marketing list
6.3 Quick Campaigns
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| Target Audience: | Sales users of CRM 4.0 |
| Prerequisites: | Microsoft CRM EU: 4.0 Introduction |
