Microsoft Dynamics CRM 2011 Sales Cycle Demo

Microsoft Dynamics CRM 2011 Sales Cycle Demo

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Closed Caption:

duck
ok
let's get started with leaves
and walk leads through all the way to an
order so here I am I'm going to my leads
the section
in Microsoft CRM click on leaves
and I'm gonna
about shoes Orlando and with Orlando I'm
gonna open it up
and already did some qualification but
I'm gonna
I am qualify this and when I do with
qualifying
this record I'm actually by clicking on
this
it will bring me a a dialog box that
tells me
okay what is it that you want to do with
that lead is that
that you want to create and I Celt a
contact an opportunity
and I safe I say yes to all three and
that allows me to create an account
create a contact an opportunity without
having to do
any other work in my Microsoft CRM I
don't have to go to account click no
account I don't have to go to contact at
contact and I have to go to the Kappa
and an opportunity
so by clicking three times here I save
quite a bit up
I work for me the salesperson and then I
can
a select open newly created a records
there
and if I do that you will and and now
click OK
you will see that what we are generating
are duces three records
you count contact the opportunity
K and that's what the the system is
doing
right now and generating dues views
so %uh this is my account
view you with me so far K
so what I'd like to do is
go to my opportunity for
that cut back so let's just close that
account
and because I check that bugsy
opportunity for me is also open
UK now down here below
I can make changes to this opportunity
and maybe I'd like to at an estimated
close date: here
so as a salesperson to update my
opportunity from this new lead an add on
that and an estimated close date:
and this just but that's where the in a
February
add some probability there
then and then
I we gonna have the system can a
calculating
a the the amount here
and then scroll down a little bit then
please and what I
when I'm gonna do is in the system I
the administrator have created a price
list and I could have multiple prices
but I was gonna choose one
and click on that am i
the use the test price list and I'm sure
I'm just gonna ask click in the
what we call in in mind to read now
in line to read it means that I have a
view and the grid
is just below an extra list inside that
view that's why we call it the
sophisticated jogging
in ninth grade okay looks good and it
but with this it's
easy for me because I don't have to go
to another area of the system it's right
here
so this in line grid allows me to
by clicking on it actually activated the
ribbon
can text you early remember that right
and I can
add a new opportunity product to it so I
was gonna add one product
and just say that piece for me then so
so when we r in that a grade
I'm gonna a new career opportunity
product and that's just the
click on existing product there and will
choose the dark chocolate
you'll see the resolutely relevant so
that later
and then I here I i have to select
the number units such as the required
field
and and the quantity will put 10
there on the quantity and then
will save thats and now what I have
is created a analysts even close
we have created a a
and item that goes under my opportunity
this is important
I may have an opportunity may I may have
multiple things that I sell to that
opportunity
does that make sense I do not have to
create to opportunity because I'm
selling two products I just and my
products in the year
depending on the prices I want and if I
want to have a writing product
some product that's not in my list I can
do that also you with me
with it was over large price list yes
size absolutely we can do that too
and keep those questions for the end no
problem
and if you go down here you can see that
under the opportunity
you also have notes in activities so you
can expand on that if you want to add a
quick note
an angle below a little bit more you can
also see the
quote area some working my opportunity
and now it is time to create my quote
now in CIM when you create a croat you
actually filling out
fields this feels are used to produce
the report
that you like to have to submit to your
customer that make sense
so I'm gonna go to my quote and
because I clicked in the inline great
love the quote
I now see i can. add a new quote they
are contextually
bringing the I can't I'm clicking on
that
and I'm now generating to quote based on
my opportunity
you with me so far K
so a in this quote
I am I can
if I'm done with it if thats all I need
and I once a minute to the customer
I want to bring it in stones I cannot
change discord anymore
you will want to review the quote you
sent your customer by going back to the
database
so what we need to do is click on
activate quote so when you activate the
coach
look at the icons on top they just
changed
Mike Ortiz activated and I'd like to see
it
so I like to create a report based on
what I just did simply click on run the
report here
and the look would report comes up
and now you have the report that you can
PDF and send to your customer
while from Leeds to opportunity to
accounts
to opportunity to quote that was pretty
fast rate
so I mean my quote and
my customer may want to say well I think
like to have a revision know that quote
can you do that yes you can go back here
and do
and you don't have to click on that but
just show that we can revise the quote
and then we can make another quote based
on what I already have
that saves me time I don't have to start
from scratch I can just make the little
change that they want
maybe they want nine instead of 10 dark
chocolate
and we'll make that change in and will
resubmit the quote again
so I'm a then a again
activate the quote and now I have to act
if quote so to speak
and then what I can do is when the
decision is made
and this decision is being made II can
actually
create an order from here and so if
if it is actually closing
and the fax commando the email comes
then the
it is I ready for purchase I can come
here
and create my order and it defaults to 1
so that that opportunity will be tracked
in the history
as the one opportunity and you can
actually put the date as to when it was
one
and maybe a reason as to why you
1 it or anything about that ordered that
you'd like to put in here
I'm can be put in this description now
if I close my opportunity
I'm and select this
a a radio button here that will actually
close my pity for me I don't have to go
back to the opportunity edges does it
from me
so one less thing to manage that I don't
have to manage
as what do I do with my opportunity next
it actually closes for you
and if you don't like that you can
always choose don't update opportunity
but
typically you'd use close opportunity
and
the actual revenue you don't have to put
that in there will be calculated by the
system
but if the revenue slightly different
you can about the that
as well when you close for your mom
ya and when you create your order rather
and so you click on OK
and now I have been from my leaves I
meant I'm in my
order already and what I wanna see is
where r my I we thought we saw it with
senior cam but where are my
opportunities where are my
quoted where are my orders so I want to
go back to the system
I want to go back to the account and
look at does
a items that I created this is ok
done
ok