In this CRM session, you will observe a thorough walk through of:
- Importing and assigning a list of Lead Records
- Contacting leads and logging activities from the CRM mobile app
- Qualifying leads into an Account, Contact and Opportunity
- Moving Sales Opportunities down the predefined Business Process Flow
- Measuring the potential incoming business using the Sales Pipeline funnel
- Generating quotes and producing customer proposal documents
To learn more about how Microsoft Dynamics CRM can improve your sales productivity, contact InterDyn BMI today.