Duration: 1 Day
In this course, you will learn how to use Microsoft Dynamics CRM to make your marketing campaigns, marketing lists, and campaign templates more effective. You'll learn about the role of campaign activities and marketing lists in campaigns and how to associate sales literature, target products, and price lists with marketing campaigns.
In addition to using CRM for automating your marketing processes, you'll learn the capabilities of sales management that allow you to track and manage the sales process from potential to close. You'll use the product catalog and learn how to process sales information along with how to analyze and report on sales information.
Certification:
This course is part of the Microsoft Dynamics CRM 2011 Applications (MB2-868) exam.
What You Will Learn
- Benefits of closed loop marketing
- Creating and using marketing lists
- Quick campaigns and marketing campaigns
- Marketing campaigns and creating and using templates
- Importing leads
- Associate sales literature, target products, and price lists with marketing campaigns
- Capturing and managing campaign responses
- Creating and managing sales goals for individuals and teams
- Using personal charts, system charts, and dashboards to analyze marketing information
- The Microsoft Dynamics CRM sales process
- Record types used in Sales Management
- Using leads to qualify or disqualify opportunities
- Using process dialogs to automate lead and opportunity management
- Using the product catalog
- Creating price lists for campaigns and special offers
- Creating orders, quotes and track order fulfillment
- Using lists, views, and charts to obtain important sales information
- Using and creating dashboards
Audience
New partners and customers of Microsoft Dynamics CRM that want to learn about the available marketing features in the Microsoft Dynamics CRM product
Prerequistes
- General working knowledge of customer-relationship management
- General understanding of business processes
- General working knowledge of Microsoft Windows
Course Outline
1. Introduction
- Benefits of Closed Loop Marketing
- Creating and Using Marketing Lists
- Marketing Campaigns and Quick Campaigns
- Quick Campaigns
- Introduction to Marketing Campaigns
- Creating a Marketing Campaign
- Creating and Using Campaign Templates
- Importing Leads
2. Implementing and Managing Marketing Campaigns
- Campaigns, Campaign Activities and Marketing Lists
- Creating and Using Email Templates
- Sales Literature, Products and Price Lists
- Distributing Campaign Activities
- Capturing and Viewing Campaign Responses
- Working with Campaign Responses
3. Analysis, Reporting and Goals
- Analyzing Marketing Information with Lists, Views and Charts
- Working with Reports
- Creating and Managing Marketing Goals
- Creating Charts
- Customizing and Working with Dashboards
4. Introduction to Sales Process
- Overview of the Sales Process in Microsoft Dynamics CRM
- Core Records in the Sales Process
- Tracking Competitors and Managing Sales Literature
- Working with Leads
- Working with Opportunities
- Sales Processes, Workflows and Dialogs
5. Working with the Product Catalog
- The Product Catalog and the Sales Process
- Unit Groups
- Adding and Maintaining Products
- Creating, Maintaining and Using Price Lists
6. Sales Order Processing
- The Microsoft Dynamics CRM Sales Order Process
- Opportunities, Quotes, and the Sales Process
- Working with Orders
- Working with Invoices
7. Analysis, Reporting and Goals
- Analyzing Sales Information with Lists, Views and Charts
- Working with Reports
- Exporting Sales Information to Microsoft Office Excel
- Creating and Managing Sales Goals
- Creating Charts
- Dashboards
Course Labs
Lab 1: Quick Campaigns
Lab 2: Create a Marketing Campaign
Lab 3: Create a Campaign Response
Lab 4: Create a Personal Chart for Appointments
Lab 5: Goal Management
Lab 6: Qualify and Convert Leads
Lab 7: Running a Dialog Process
Lab 8: Create a Special Offer Price List
Lab 9: Use a Special Offer Price List for an Opportunity
Lab 10: Create Multiple Quotes from an Opportunity
Lab 11: Convert a Quote to an Order
Lab 12: Create a Sales Goal for Opportunities
