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