Microsoft Dynamics CRM 2011 has five different modules: workplace, sales, marketing, service, and settings. These modules are designed to help users achieve tangible, consistent progress in everyday business processes. Each module has its own function, and is integral to the effectiveness of Dynamics CRM 2011. This entry will focus on the sales module. The sales module is, quite simply, everything sales. With it, salespeople and managers can access and see all of their sales processes, monitor leads, opportunities, quotes, orders, and invoices.
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.
Those familiar with the Microsoft Office 2007 or 2010 line of products will quickly find the user interface of Dynamics CRM 2011 a familiar one. It utilizes the Office Ribbon, which boasts contextual actions for the user’s present task. The ribbon updates itself with the appropriate actions as the user navigates through various areas in CRM 2011, like the sales module for example.
To learn in detail about how to effectively operate the Microsoft Dynamics CRM 2011 sales module, see the following videos.
Microsoft Dynamics CRM 2011 Sales Module Demo – Part 1
Microsoft Dynamics CRM 2011 Sales Module Demo – Part 2