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Microsoft Dynamics CRM for Sales and Marketing - Course Information
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Name: Microsoft Dynamics CRM for Sales and Marketing
Category: Microsoft Dynamics
Length (Days): 1
Course Price (CAD): 445
Description:
Sales using CRM is sales on Steroids

This one day Microsoft Dynamics CRM class is tailored towards the sales and marketing professionals. It teaches them how to take advantage of the CRM features to boost their sales and marketing results.

New Era offers this class in partnership with Assistus Corporation; a company that brings valuable real life experience to the table to deliver a top notch class.

We are in the final stage of refining the outline for this class, please be on the lookout for the final outline very soon.
Prerequisites:
N/A
Outline:
1.Activities

a.Activity Types and uses
b.Activity Management
c.Using CRM Workplace to Manage Activities

2.Quick Campaigns

a.Marketing Lists
b.Creating Quick Campaigns

3.Campaign Creation and Management

a.Campaign Setup
b.Campaign Activities/Bulk Communications and Templates
c.Responses
d.Reporting

4.Lead Management

a.Lead Record Management
b.Qualifying Leads

5.Opportunities Management

a.Managing Opportunities
b.Opportunity Products
c.Opportunity Quotes
d.Qualifying Opportunities

6.Quote/Order/Invoice Management

a.Creating a Quote
b.Qualifying/Disqualifying a Quote
c.Fulfilling Orders
d.Reviewing Invoices

7.Managing A Sales Team with CRM

a.Sales Team Management using Quotas and Goals
b.Sales Activities Reports
c.Ad-Hoc Reports using Advanced Find and Report Wizard
d.Team Queues
Guaranteed to run courses