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)
2
Product catalog - package goods Management
3
Product catalog - price list
4
Product catalog - discounts list
5
Competitors, concepts, management & applications
6
Sales territories, concepts & sales organization management
7
pre-sale concept, during-sale & after-sale roadmap (campaign, campaign response, lead, customer, opportunity, price proposal, order, invoice, service items & service contracts)
8
lead-to-opportunity flow management
9
Opportunities - creation & management
10
Opportunities - assign ownership of opportunities to teams & users, add sales team to opportunity records
11
Opportunities - identifying stakeholders, connecting people & opportunity competitors
12
Opportunities - add post, note, attachments activity
13
Opportunities - Defining revenue estimation type based on system or user
14
Opportunities - opportunity process concept
15
Opportunities - creating & registering system & new products in the opportunity, adding
16
products to the opportunity, collecting the features of the opportunity products, cross-sell, up-sell sales proposal
17
Opportunities - creating a pre-invoice in the opportunity
18
Opportunities - statuses (open (in progress or pending) & closed (winner or loser))
19
Turn activities into opportunities
20
Quotes, create, activate, new version
21
Quotes - closing quote, order registration
22
Orders - creation, changes, order lock
23
Orders - locking & unlocking the order price, placing the order, registering the invoice
24
Invoices - create, change, lock & unlock prices
25
Invoices - invoice settlement & closing
26
Using alternative price lists
27
Addresses in company, person, quotation, orders & invoices Discounts on quotations, orders & invoices
28
Discounts on quotations, orders & invoices
29
goals Management - definition & setting of goal st&ards
30
goals Management - definition of new goals & referrals to users
31
goals Management - defining the goals of father & child
32
Goal management - detailed settings & goal data filtering
33
Goal Management - Create & recalculate goal records
34
goals Management - checking system diagrams of goals
35
Connections of companies & individuals with system entities (connections)
36
Connecting companies & individuals with sales opportunities
37
The relationship between companies & individuals with other companies & individuals
38
Use of sales system reports
39
Working with system diagrams in the list of opportunities
40
Work with sales dashboards
41
