In our series — Microsoft Dynamics CRM: Basics for Sales Professionals — we’ve covered CRM from the perspective of Sales Representatives responsible for closings sales. In this blog we’ll look at CRM basics for Sales Managers. Microsoft Dynamics CRM provides several ways to manage and help your Sales team get the results your organization needs. To keep things simple, let’s look at 4 CRM management basics that will help you direct your team more effectively:
If you’re like most Sales professionals, you don’t aspire to be a Dynamics CRM expert. You want to know enough to keep the Customer Relationship Management (CRM) system working for you, i.e., help you stay organized and close more sales. Understanding basic CRM concepts will help you get up to speed faster on your new CRM. That’s what I’ll be tackling over the next few months with my blogs. Let’s start with some background on 4 basic types of sales records: Account, Contact, Lead, and Opportunity.