Categories
Microsoft CRM sales automation
uses software to eliminate repetitive, manual tasks and automates them to allow you and your sales team to focus more on closing sales
1
Product catalog (creation, attributes & hierarchies)
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Product catalog - package goods Management
3
Product catalog - price list
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Product catalog - discounts list
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Competitors, concepts, management & applications
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Sales territories, concepts & sales organization management
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pre-sale concept, during-sale & after-sale roadmap (campaign, campaign response, lead, customer, opportunity, price proposal, order, invoice, service items & service contracts)
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lead-to-opportunity flow management
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Opportunities - creation & management
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Opportunities - assign ownership of opportunities to teams & users, add sales team to opportunity records
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Opportunities - identifying stakeholders, connecting people & opportunity competitors
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Opportunities - add post, note, attachments activity
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Opportunities - Defining revenue estimation type based on system or user
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Opportunities - opportunity process concept
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Opportunities - creating & registering system & new products in the opportunity, adding
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products to the opportunity, collecting the features of the opportunity products, cross-sell, up-sell sales proposal
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Opportunities - creating a pre-invoice in the opportunity
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Opportunities - statuses (open (in progress or pending) & closed (winner or loser))
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Turn activities into opportunities
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Quotes, create, activate, new version
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Quotes - closing quote, order registration
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Orders - creation, changes, order lock
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Orders - locking & unlocking the order price, placing the order, registering the invoice
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Invoices - create, change, lock & unlock prices
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Invoices - invoice settlement & closing
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Using alternative price lists
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Addresses in company, person, quotation, orders & invoices Discounts on quotations, orders & invoices
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Discounts on quotations, orders & invoices
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goals Management - definition & setting of goal st&ards
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goals Management - definition of new goals & referrals to users
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goals Management - defining the goals of father & child
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Goal management - detailed settings & goal data filtering
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Goal Management - Create & recalculate goal records
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goals Management - checking system diagrams of goals
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Connections of companies & individuals with system entities (connections)
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Connecting companies & individuals with sales opportunities
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The relationship between companies & individuals with other companies & individuals
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Use of sales system reports
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Working with system diagrams in the list of opportunities
40
Work with sales dashboards
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