Saturday, 7 September 2013

Sales Process in MSCRM 2011


Sales
The sales process starts with leads.  Leads are potential customers that are not yet qualified in your system.  Upon qualification of a lead, users can convert it into an account, contact, and opportunity.
§  The opportunity is a place to build a potential sale.  Line items can be easily attached to the opportunity, and amounts can be write-in or pulled from a product catalog. Sales stages that work in tandem with Microsoft CRM’s robust workflow engine can be setup to drive activity and close deals.
§  Quotes can be generated from the opportunity, which automatically pull in all of the opportunity details.  These quotes can then be pushed into word via a mail merge, they can be e-mailed directly to the customer through an e-mail template, or they can be generated into a highly customizable SSRS report.
§  After the quote has gone out, orders and invoices can be generated from the opportunity that can be made to integrate with your accounting system to complete the sales cycle