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    Sales Automation in Microsoft Dynamics 365 CRM

    The Best
    Program to Enroll for Exchange

    Sales process automation is the process of automating various steps in your sales process so that your sales reps can focus less on administrative tasks and more on connecting with and selling to your prospects and customers.

    Find courses
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    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

    Determining the impact of different currencies in sales price calculations

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