Six Steps to Goal in Sales
Sales process in Microsoft Dynamics CRM system flow chart (Sale Management Process)
Sale Management Process Flow Chart
Picture of Sale Module and Entities under Sale module
Microsoft Dynamics CRM has well-prepared sale tools under Sale Module for sale agents including entities as below:
Name of Entity
under Sales Module |
Work
function |
Additional info
/Limitation |
 Leads |
Microsoft Dynamics CRM system has prepared for expected customers or possible customers. The system will manage groups of expected customers into card categories or 'Leads card' which will be selected though 'qualify' or 'disqualify' procedure in order to alter Leads into products and services sales opportunities. |
Able to import all information from .csv files into SQL database. |
 Opportunities
|
Is to create sales/marketing opportunities as well as a principle of business environment analysis which is a principle of SWOT Analysis as following:
- Strength
- Weakness
- Opportunities
- Thread
You can create sales opportunities through any marketing activities you want to become efficiency and effectiveness as you have targeted very well. (Opportunities are potential sale) |
Under Opportunities, the system will display information as Potential Revenue which can be analyzed separately into 2 types as below
- Potential revenue from account (corporation customers)
- Potential revenue from contact (individual customers)
|
 Accounts
|
In customer relation management system of Microsoft Dynamics CRM, there is a customer registration as business organization or corporation separately by accounts which will enable you to manage each customer as most efficiently an organization can offer. |
Capacity is comparable with customer cards in ERP system of Dynamics AX and Dynamics Nav. |
 Contacts |
Besides a customer registration management as business organization and corporation by accounts, the system also supports an individual customer management by accounts cards in a full preparation system. |
If you don't want to separate customers, who are business organization or corporation, you can choose to use between Accounts or Contacts. |
 Competitors |
Microsoft Dynamics CRM has prepared competitors' analysis according to a principle of 5-force model. According to a marketing principle, competitors, who are assigned into the system, will have influences on sale opportunities or products and services sales opportunities of the organization. |
Competitor record can be linked to Opportunities , product and Sale literature etc |
 Sales Literature |
The system will support demand to increase your sales job become more efficient. |
All Sales Literature documents can be attached in all types of files through the system. |
 Products
|
The system will support all operation of products, items or services which are sold or provided by your business organization. |
Products in Microsoft Dynamics CRM can be linked to other records in the system such as
- Quotes
- Campaign
- Cases etc
|
 Quotes
|
The system will prepare quotes management process which is considered as a general marketing proposal. This products and services proposal will settle initial prices and indicate detail about payment terms.Quotes can also be sent to opportunities, accounts or contacts. |
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 Orders
|
The system will support orders management process efficiently. Orders will be confirmed on the same day products and services have been delivered. Yet, it also depends on assigned condition in which the order must already be accepted Quotes by customers. |
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 Invoices
|
Is an Entity, used for a products billing and services management process within an organization, which will inform customers that they are required to settle their bills of products and services as stated on that invoice.
An invoice in Microsoft dynamics CRM system will includes all details about products and services purchased by customers. |
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Examples of window screens of Sales Modules
