M8456: Axapta 3.0 Sales and Marketing

2 Day Course
Code M8456

This course has been retired. Please view currently available Business Solutions Training Courses.

Modules

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What is Customer Relationship Management? (1 topic)

  • This chapter explains the basic principles of Customer Relationship Management (CRM) and the possibilities that the use of IT-technology brings to Customer Relationship Management. The chapter describes the key elements in the Microsoft Axapta Sales and Marketing module which refer to basic customer relationship management theory in order to create an understanding of the ideas behind the module.

Required CRM Setup (1 topic)

  • This chapter explains to you the procedures used to perform the required setup of the Microsoft Axapta CRM module. These procedures are used by all professionals that are involved with implementing and maintaining an installation of Microsoft Axapta CRM.

The Sales Organization (1 topic)

  • This chapter explains to you the procedures used to perform the required setup of the Microsoft Axapta CRM module. These procedures are used by all professionals that are involved with implementing and maintaining an installation of Microsoft Axapta CRM.

The Salesperson (1 topic)

  • This chapter explains a key component of the Microsoft Axapta Sales and Marketing module - the salesperson. The salesperson, also referred to as the Sales and Marketing employee, administers and maintains the day-to-day contacts with the business relations that the salesperson is responsible for.

The Marketing Organization (1 topic)

  • This chapter explains how the Campaign module in Microsoft Axapta gives you the ability to segment the audience by meaningful profiles that help you to refine a marketing message, execute a campaign, track responses and automatically send the right literature to all targets. You also see how the expenses related to the campaign are displayed on the Campaign form, allowing marketing personnel to gain an expense overview as well as a sales overview. You can gain an overview of all activities, expenses, and business relations in one collected framework.

Telemarketing (1 topic)

  • This chapter explains how Microsoft Axapta facilitates creating, registering, and administering the telephonic contact between a company and its business relations. The contact can be for direct marketing purposes or be associated with a questionnaire or other activities directed towards that particular contact person.

Sales Management (1 topic)

  • This chapter shows how Sales Management statistics provide help to executives and salespersons to monitor the sales process. Sales Management statistics present sales statistics as a graphic overview of actual sales, sales activities and forecast sales opportunities in the pipeline.

Prerequisites

Before attending this course, students must have: - A working knowledge of the navigation and use of Microsoft Axapta - A working knowledge of the use of sales orders in Microsoft Axapta In addition, it is recommended, but not required, that students have completed: - Microsoft Business Solutions Axapta Introduction 3.0

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