Soft Skills

After completing this course, students will be able to:

  • Understand the context of Sales Management and review real-life sales scenarios
  • Identify how the various elements of the Microsoft Dynamics CRM 2013 Sales fit together
  • Review the basic terminology used throughout the application
  • Review how the basic flow of sales activity in Microsoft Dynamics CRM begins with the entry of leads and review ways to manage leads in Microsoft Dynamics CRM
  • Identify the role of leads and when they can be used
  • Know the Lead to Opportunity process and the roles of these records
  • Work with Sales Literature in Microsoft Dynamics CRM
  • Explore the steps to create and maintain Competitors
  • Identify the features and benefits of the product catalog
  • Create and maintain unit groups for the product catalog
  • Add products to the product catalog and describe the use of kit products and substitute products
  • Create price lists and configure as appropriate for different customers, marketing campaigns and special offers
  • Set up different price lists for different types of customers and marketing campaigns
  • Utilise the tools to available within Microsoft Dynamics CRM to capture important sales information and uncover new business opportunities
  • Identify how Goal Management enables organisations to manage and analyse performance
  • Use the Sales Analysis tools that Microsoft Dynamics CRM provides analyse and report on sales-related information
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module by Spiral

Associate Microsoft Trainer

Associate with Nexgenn

As a Microsoft Certified Learning Partner we have a commitment to our customers to provide the highest level of training standards possible. To this end we continue to seek out talented individuals with a natural flair for communicating technical subject matter to a wide variety of audiences.

With customers both here in the UK and Europe, we deliver classess in native english covering a wide spectrum of products.

We are always looking to add to our existing portfolio of trainers. You must already have achieved your MCT qualification and have some commercial training delivery experience. Perhaps you may have already chosen a specialist subject to focus on such as Microsoft SharePoint Server, SQL Server, System Center, Exchange Server or generalise in Windows Server – We’d like to hear from you.

In the first instance please send us your CV to our Human Resources department. Please also include a link to your online transcript.

Need to know more about our associate program, give us a call on 0845 600 6061