The Processes of CRM In Dynamics 365 for Discrete Manufacturing

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CRM is a never ending process; learn from the responses to your actions. A company must be willing to learn, adapt, and adjust to new knowledge; what works, what does not work, and what is coming in the future. Therefore, the CRM solution a company selects must support the evolution of business strategies and processes.

Adam Johnson

Adam has over 18+ years of business and consulting experience and has led and managed various aspects of Dynamics AX/365 implementations for clients including discovery, user training, system design and setup, testing, data conversion, and go-live and post go-live support. he has helped clients improve processes with creative and practical solutions. He is master certified in Microsoft Dynamics AX/365

Description

Microsoft Dynamics CRM helps organizations improve sales, marketing, and customer service processes to increase efficiency and reduce cost. One of the biggest strengths of the Microsoft Dynamics CRM application is its ease of use and ability to integrate with Microsoft Office, which makes the application easier for employees to learn to use and drives greater user adoption. That said, just as with any CRM adoption effort, managers will have to think carefully about how they customize the application, train users, and address needed changes in work practices (if any) to ensure successful adoption and a positive return on investment.

CONTENTS:

0. OVERVIEW CRM PROCESS
1.0 ANALYSE MARKETPLACE
1.1 Analyse Competition
1.2 Perform Sales Analysis
1.3 Market Research
2.0 DEVELOP MARKETING PLAN
2.1 Maintain Campaign Control Tables
2.2 Define Campaign Default Processes
2.3 Define E-Mail Templates
2.4 Define Campaigns
3.0 CONDUCT CAMPAIGN
3.1 Select Market Audience
3.2 Broadcast Campaign
3.3 Manage Telemarketing
3.4 Monitor Campaigns
3.4.1 Analyse Questionnaire Responses
3.4.2 Manage Campaigns
3.4.3 Analyse Campaign Results
4.0 ESTABLISH SALES FORECAST
5.0 MANAGE SALES FORCE
5.1 Maintain Sales Segmentation & Categorisation
5.2 Maintain Business Relations
5.3 Maintain Lead Qualifying Processes
5.4 Maintain Opportunity Processes
5.5 Analyse Sales Performance
6.0 LEAD MANAGEMENT
6.1 Maintain Leads
6.2 Qualify Lead
7.0 OPPORTUNITY MANAGEMENT
7.1 Maintain Opportunity
7.2 Close Opportunity
8.0 MANAGE ACTIVITIES
9.0 MARKETING & SALES STATISTICAL ANALYSIS
10.0 CRM INQUIRIES
11.0 CRM REPORTS

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