Tag Archives: Sales

Building a Sales Process Workflow in Dynamics CRM 2011

Here is a video from our CRM 2011 Video Series. This one, from the CRM 2011 Workflow & Dialog Processes Series, walks thru the process of building a ‘smart’ sales process using CRM workflows. This video is also applicable to … Continue reading

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Sales Processes & the Pipeline Report in Dynamics CRM 2011

Today I posted another video excerpt from our CRM 2011 Applications Video Series. This one, from the sales course, is on how sales processes work with the pipeline chart and report in Microsoft Dynamics CRM 2011.  This one is also … Continue reading

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CRM 4.0 Sales Process workflow observations and best practices.

There are several attributes in the opportunity entity which are used to relate the sales process stages, the opportunity form, and the sales pipeline report. The Pipeline Phase “stepname” attribute is used to communicate the stage in the sales process … Continue reading

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CRM 4.0 Pipeline Report and the Sales Process

I was working on the pipeline report today and trying to figure out how it’s affected by the sales process.  What wasn’t clear which how sales stages show up on the pipeline report.  To identify exactly how it works, I created a test sales process with two stages and then created several opportunities and walked them through the stages.

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CRM Sales Training Relevance makes a difference!

I delivered CRM sales training to a large group of sales people for a client recently. My classes were not the first attempt to get the sales group trained in CRM. I found that the biggest issue they had was the frustration that the training did not relate to their day to day activities. Continue reading

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