Chapter 7: Sales Administration
CHAPTER 7: SALES ADMINISTRATION
Actively participating during this lesson helps you:
• Understand how to use sales processes and workflow rules
• Add information regarding Competitors
• Manage sales literature items and attach documents to records
• Maintain the product catalog including price and discount lists
This lesson covers the administrative concepts of Microsoft® CRM at a high
level. These tasks, including automated sales and workflow processes and the
product catalog, are used during the implementation of the product and
periodically for maintenance.
Microsoft CRM Sales Management
Automated Sales and Workflow Processes
Use Microsoft CRM to automate internal business processes by creating
workflows to perform routine tasks that involve daily business operations. These
processes can be designed to ensure that the right information gets to the right
people at the right time, and help users keep track of the steps to take to complete
their work. Use workflow rules to define, automate, and enforce specific business
rules, policies, and procedures.
Using Workflow Processes
A workflow process is a group of interrelated action steps and the rules that drive
the transition between these steps. When a workflow process is created, the event
that triggers the workflow process is defined. Each step in the process is a set of
actions that are created within Microsoft CRM, for example, the creation of an
activity, assignment of a lead, or sending of an e-mail message.
Business workflow processes apply across the organization and are created by
someone with sufficient privileges, such as the system administrator or business
owner. For example, your system administrator can create a workflow process to
handle the assignment and follow-up for leads, accounts, or opportunities, and
another process to initiate and finalize contracts.
FIGURE 7-1: WORKFLOW PROCESS
Using Sales Processes
Opportunities have s