Zielgruppe
- Endbenutzer
- Vertriebsberater
Voraussetzungen
- JD Edwards EnterpriseOne CRM
Kursziele
- Setting up CRM sales force automation
- Managing sales information
- Understanding other CRM sales functionality
- Describing the CRM OnDemand PIP for JD Edwards EnterpriseOne
Produktbeschreibung
- Describing JD Edwards EnterpriseOne CRM Sales Force Automation Features and Integration
- Describing the features of the CRM Sales Force Automation system.
- Describing the integration of the CRM Sales Force Automation system.
- Setting up Sales Force Automation
- Identifying sales force automation.
- Setting up constants.
- Setting up user defined codes.
- Understanding sales employees and team.
- Setting up territories and industry groupings.
- Setting up sales methodologies.
- Setting up qualification scripts.
- Entering and Managing the Sales Team
- Assigning sales team members to industries and territories.
- Assigning sales team members to customers.
- Entering and Managing Sales Leads
- Identifying leads.
- Maintaining and updating leads.
- Importing list of leads.
- Converting leads to opportunities.
- Entering and Managing the Sales Opportunities
- Entering sales opportunities.
- Managing and maintaining opportunities.
- Creating quotes and sales orders for opportunities.
- Creating Sales Proposals
- Creating simple templates.
- Creating composite templates.
- Managing proposal templates.
- Generating proposals.
- Using Sales Pipelines
- Identifying sales pipelines.
- Using the pipeline charts in graphical vs. grid data.
- Forecasting Sales Revenue
- Creating a sales forecast.
- Associating opportunities with a forecast.
- Managing Competitors
- Entering and assigning competitors.
- Attaching products to competitors.
- Describing the CRM OnDemand PIP for JD Edwards EnterpriseOne
- Identifying business process and integration.
- Explaining the benefits of the CRM OnDemand Product Integration Pack.