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    Pelatihan Teknis Microsoft Dynamics CRM 2016 Modul: Sales Management

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    Majut Alenk
    This document provides an agenda and overview for a technical training on Microsoft Dynamics CRM 2016 sales management. It discusses the sales process in ICON+ from lead generation to converting prospects to customers. The sales menu and various sales objects like leads, opportunities, quotations, and orders are presented. It also covers generating agreements and activation requests from opportunities.

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    Pelatihan Teknis Microsoft Dynamics CRM 2016 Modul: Sales Management

    Uploaded by

    Majut Alenk
    6 views39 pages
    This document provides an agenda and overview for a technical training on Microsoft Dynamics CRM 2016 sales management. It discusses the sales process in ICON+ from lead generation to converting prospects to customers. The sales menu and various sales objects like leads, opportunities, quotations, and orders are presented. It also covers generating agreements and activation requests from opportunities.

    Original Description:

    SALES MANAGEMENT AX DYNAMIX

    Original Title

    01. Sales Management

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    This document provides an agenda and overview for a technical training on Microsoft Dynamics CRM 2016 sales management. It discusses the sales process in ICON+ from lead generation to converting prospects to customers. The sales menu and various sales objects like leads, opportunities, quotations, and orders are presented. It also covers generating agreements and activation requests from opportunities.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    6 views39 pages

    Pelatihan Teknis Microsoft Dynamics CRM 2016 Modul: Sales Management

    Uploaded by

    Majut Alenk
    This document provides an agenda and overview for a technical training on Microsoft Dynamics CRM 2016 sales management. It discusses the sales process in ICON+ from lead generation to converting prospects to customers. The sales menu and various sales objects like leads, opportunities, quotations, and orders are presented. It also covers generating agreements and activation requests from opportunities.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
    of 39

    PELATIHAN TEKNIS

    MICROSOFT DYNAMICS CRM 2016


    MODUL : SALES MANAGEMENT

    Agenda
    Customer
    Manageme
    nt

    Sales
    Process

    Collateral

    Account

    Lead

    Agreement

    Contact

    Opportunity

    Sales
    Literature

    Quotation

    Product

    Order

    Generate
    Agreement
    Generate
    Activation
    Request

    Proses Sales ICON+

    Proses sales di ICON+ akan mulai dari proses presales (Lead) to


    prospect (Opportunity) dan akan dicatat sebagai Customer di
    Microsoft Dynamics CRM.
    Presales

    Sales

    Activation
    Request

    Project
    Survey

    Project
    Activation

    Subscription

    Diagram Proses Sales ICON+

    Sales Menu

    LEAD

    Lead (Lead List)

    Lead (Lead List)

    Lead (Tampilan Form)

    Lead (Tampilan Form)

    Lead Business Process Flow

    Lead (Qualify dan Disqualify)

    Lead (Fitur)

    Lead (Audit History)

    OPPORTUNITY

    Opportunity (List)

    Opportunity (View)

    Opportunity (Fitur)

    Opportunity (Fitur)

    Opportunity (Fitur)

    Opportunity (Business Process Flow)

    Opportunity to Project

    Opportunity (Business Process Flow)

    Opportunity to Project

    Opportunity (Business Process Flow)

    ICON+ Direct Path

    Opportunity (Business Process Flow)

    ICON+ Direct Path

    Opportunity (Form)

    Opportunity (Form)

    Opportunity (Form)

    Opportunity (Form)

    Opportunity (Quotation)

    Opportunity (Quotation)

    Opportunity (Order)

    Opportunity (Order)

    Opportunity (Order)

    Opportunity (Order)

    Opportunity (Generate Agreement)

    Opportunity (Generate Agreement)

    Opportunity (Generate Activation Request)

    Opportunity (Generate Activation Request)

    Q&A

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