Ms dynamics ax sales & marketing

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Microsoft Dynamics AX Sales and Marketing Online Training www.Magnifictraining.com-microsoft dynamics ax Sales and Marketing online training contact us:+91-9052666559,or [email protected] by real time expert...

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sales and marketing online training:-

Understand the theory and concepts of contemporary customer relationship management
» Perform the necessary setup involved in the use of the Sales and Marketing module
» Set up the categorizations necessary to use the business relations functionality correctly
» Create and maintain business relations
» Set up and maintain the contact person(s) connected with a business relation
» Set up and maintain (plan) activities for business relations
» Create and send quotations to business relations
» Create and structure a campaign
» Associate a campaign to a project
» Define campaign targets
» Execute a telemarketing initiative using Microsoft Dynamics AX Sales and Marketing functionality
» Reflect the sales organization by creating sales units
» Attach employees to the created sales units and maintain them

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Microsoft Dynamics AX gathers all your customer information in one place and keeps it structured and readily available. This provides you with the necessary insight to identify your customer’s needs and make optimal sales and marketing decisions. Modules include:

Marketing Automation - Make campaign planning, ex*****on, and analysis easier by placing all relevant marketing information at your fingertips. Campaigns can be based on back office and front office information and are easily organized, executed, tracked, and analyzed.

Sales Force Automation - Provide your sales and marketing personnel with the tools they need to track any type of activity targeted at customers, prospects, suppliers, or other business contacts. Not only can you log information for general sales support and for automated marketing purposes, but you can also give all your employees access to updated information in Microsoft Dynamics AX.

Sales Management - Help sales and marketing managers work more efficiently with their teams. Use it to manage and monitor individuals, teams, and the entire organization, and to display sales data graphically.

Telemarketing - Execute and manage telephone sales and marketing functions from one place. Use Telemarketing for a variety of activities, including sales-lead generation, customer surveys, direct marketing campaigns, and customer support

ms dynamics sales and marketing:-
->Sales:- The guided sales process improves business flow and can split opportunities into products and services and configure products to more easily bundle offerings. This helps with cross-selling and up-selling when the opportunities present themselves. Get a visual of everything happening with an account such as who is working it, overall revenue, latest activity posts and specific opportunities within the account. In addition, enhancements have been made for tablet access including personalized dashboards and better navigation.

-> Marketing:- Marketers now have the ability to leverage multi-channel efforts to engage customers with specific messaging. With a new email editor and improved campaign management console, marketers can more easily build targeted messaging and track it by campaign. In addition, integrated social listening and internal process automation provide insight into what customers are saying and what deadlines your own team is hitting (or missing).

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ms dynamics sales and marketing online training:-
Lesson 1: Overview
Overview
Customer Relationship Management
The Customer
Sales and Marketing and CRM
Lesson 2: Sales and Marketing Setup
Overview and Scenario
Sales and Marketing Module Setup
Transaction Log
Lab : Set Up CRM Module
Lesson 3: Sales Management
Overview and Scenario
The Sales Unit
Sales Targets
Management Statistics
Lab : Creating Sales Units and Targets
Lesson 4: Prospects
Overview and Scenario
The Prospect
Segmentation and Categorization
Prospect Maintenance
Lab : Create New Prospects
Lesson 5: Contact Activities and Responsibilities
•Overview and Scenario
Defining Responsibilities
Contact Information
Activities
Lab : Create Contacts
Lab : Creating an Activity
Lesson 6: Telemarketing
Overview and Scenario
Telemarketing Setup
Creating Call Lists
Telemarketing Maintenance
Lab : Create a Call List
Lesson 7: Campaigns
Overview and Scenario
Campaign Maintenance
Lesson 8: Leads and Opportunities
Overview
Process Definitions
Leads
Opportunities
Lab : Qualify and Convert a Lead to an Opportunity
Lesson 9: Case Management
Overview
Setup
Working with Cases
Knowledge Articles
Case Management Examples
Lesson 10: Common Tools Setup
Overview and Scenario
Document Management Setup
Mailing Lists and Merge Files
Microsoft Dynamics AX and Outlook Synchronization
Computer Telephone Integration

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MICROSOFT DYNAMICS AX SALES AND MARKETING

Sales and Marketing in Microsoft Dynamics AX delivers powerful, integrated customer, sales, and marketing management capabilities that can help your people build and strengthen customer relationships and increase sales.

With insight into business and customer information, you and your staff can proactively manage relationships and provide fast, informed answers to queries. Make smart marketing decisions, plan effective campaigns, and strategize for the future by analyzing individual and consolidated data on all business contacts to create precise target groups.

Specialized sales and marketing Role Centers help organize relevant tasks, information, and tools so people manage their work easily. For example, sales managers can quickly find, visualize, and track key sales data, such as leads; wins and losses; and strengths, weaknesses, opportunities, and threats (SWOT) using RoleTailored reports and customized performance scorecards. Sales representative Role Centers display sales flow information, such as outstanding sales quotations, current offers, activities, and forecast data with links to related documents.

BENEFITS OF MICROSOFT DYNAMICS AX SALES AND MARKETING:

Improve customer relationships. Get a real-time view of customer and prospect data with the ability to define relationships and track correspondence, phone logs, and automatically generated activities. Take advantage of that information to strengthen customer relationships.

Increase sales force productivity. Identify and seize important sales opportunities with access to integrated sales information, and evaluate sales activities against the profitability of each segment or customer. Effectively manage your sales pipeline for increased closure rates.

Plan effective campaigns. Simplify campaign planning, ex*****on, and analysis by leveraging rich ERP data with definable processes that increase effectiveness and help control costs by measuring the success and profitability of each campaign.

Optimize sales by managing sales and marketing activities together. Gain insight into customer needs, improve lead generation and qualification, and improve sales performance by combining sales and marketing information.

MICROSOFT DYNAMICS AX SALES AND MARKETING FEATURES:

Sales Force Automation
Sales Management
Lead Management
Opportunity Management
Vendor Self-Service Portal
Marketing Automation
Account Management
Case Management
Telesales / Telemarketing
Role Centers

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Microsoft Dynamics AX sales&marketing Online Training:-

Business Relations and Workflow of Sales Force:

Setup and administration of business relations
Processes of the sales force
Using the workbook and managing activities

Quotations, Sales Targets, and Statistics:

Quotation process in the customer relationship management (CRM) module
Sales units and sales targets
Perspectives, categories, and views that can be displayed in the sales management statistics

Managing Marketing Campaigns, Telemarketing, and Mailings:

How marketing campaigns are defined, set up, and activities connected
How financials can be viewed for campaigns allowing for a follow-up
How targets are identified and how they can be approached by means of the Internet, mail, or telephone
Process of registration of responses from the targets
Features for targeting contact persons
How the call and mailing lists are created and distributed among the sales force

Integration:-

Relation of CRM to sales order, accounts receivable, master planning, project, human resources, questionnaire, and Enterprise Portal
How the telemarketing features can be integrated to a telephony provider/call center solution by using the telephone application protocol interface (TAPI)
Understand absence reports and statistics
Synchronization to Microsoft Office Outlook of activities and contact persons

Sales and Marketing in Microsoft Dynamics AX:-
Sales and Marketing in Microsoft DynamicsTM AX gathers all your business
information in one place and keeps it structured and readily available, so
you can get the insight to identify your customers’ needs and make the
best sales and marketing decisions. The solution lets you effectively share
information on all aspects of your business relationships throughout your
company, helping make every one of your employees a customer expert.

Sales and Marketing consists of four modules:-
• Sales Force Automation
• Sales Management
• Marketing Automation
• Telemarketing

MICROSOFT DYNAMICS AX SALES AND MARKETING FEATURES:

Sales Force Automation
Sales Management
Lead Management
Opportunity Management
Vendor Self-Service Portal
Marketing Automation
Account Management
Case Management
Telesales / Telemarketing
Role Centers

Magnific Training Provides SAP ALL MODULES ,ORACLE ,HADOOP.....etc.
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BENEFITS OF MICROSOFT DYNAMICS AX SALES AND MARKETING:-

Improve customer relationships:-
Get a real-time view of customer and prospect data with the ability to define relationships and track correspondence, phone logs, and automatically generated activities. Take advantage of that information to strengthen customer relationships.

Increase sales force productivity:-
Identify and seize important sales opportunities with access to integrated sales information, and evaluate sales activities against the profitability of each segment or customer. Effectively manage your sales pipeline for increased closure rates.

Plan effective campaigns:-
Simplify campaign planning, ex*****on, and analysis by leveraging rich ERP data with definable processes that increase effectiveness and help control costs by measuring the success and profitability of each campaign.

Optimize sales by managing sales and marketing activities together:-
Gain insight into customer needs, improve lead generation and qualification, and improve sales performance by combining sales and marketing informatio

Microsoft Dynamics AX sales & marketing:-
Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

By using Sales and marketing, you can do the following:
Create records for the address book, and create prospects, leads, and opportunities.
Manage the sales performance of sales personnel, sales units, and companies.
Create and run a group of activities.
Store electronic correspondence.
Store transactions and data for sales and marketing.
Create marketing campaigns.
Sell products in online marketplaces and online stores.

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