The Business & System Processes of CRM In Dynamics 365 for Discrete Manufacturing

Nonfiction, Science & Nature, Science, Business & Finance

• Author: Adam Jonhson
• ISBN: 9780463518625
• Publisher: Adam Jonhson
• Publication: June 1, 2018
• Imprint: Smashwords Edition
• Language: English

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