In Microsoft Dynamics CRM 2013, the sales process is one of the main functionnality of the application. It's very important to understand this process.
Definition
A sales lead is the identification of a person or entity that the interest and authority to purchase product or service. The step represents the first stage of a sale process. The identification is referred to as lead generation, a process conducted by either the marketing or sales organization.
An opportunity involves sale or lease of any product, service, equipment, etc. That will enable the purchaser-licensee to begin a business. The licensor or seiler of a business opportunity usually declares that it will secure or assist the buyer in finding a suitable location or provide the product to the purchaser-licensee.
In Dynamics CRM 2013, sales user have to complete a lead record before qualify it in an opportunity.
CRM Process
Create a new lead in the CRM (With the quick create form fo example) :
Complete all the required fields:
Save your new lead.
Users have different options :
- Qualify : When you click on this button, it will automatically create :
- New account : With the name of the company you choose
- New contact: With all the information about the lead
- Disqualify: Select a competitor who "stole" your lead !
- Add to marketing list : Add your lead in a new or an existing marketing list. If you have Dynamic marketing list, he is maybe automatically adding to a marketing list.
You can see the new opportunity when you click on the button "Develop" in the workflow business process on the lead :
The lead is now closed and user have to work with the three new records.
We will see in an other post the next step of the sales process !
No comments:
Post a Comment