Duration 2 Days 12 CPD hours This course is intended for This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM. As a minimum, students should attend the prerequisite course Introduction to Microsoft Dynamics 365 Overview Understand the features and tools that exist in Microsoft Dynamics 365 for SR?s and Sales Managers. Be familiar with the stages of the Sales Order. Process in Microsoft Dynamics 365. Understand the fundamentals of Lead and Opportunity Management. Be able to track, manage, qualify Leads and convert to Opportunities and related customer records in Microsoft Dynamics 365. Know how to disqualify and cancel Leads, and convert Activity records to Leads and Opportunities. Understand how to collaborate on Opportunities with other SR?s and close Opportunity records as Won and Lost. Be able to track Competitors and Stakeholders. Understand how to view Resolution Activities. Add Products and Write-In Products to Opportunities. Build and maintain a repository of Products, Product Bundles and Product Families in the Product Catalog. Configure Unit Groups, Price Lists and Discount Lists. Work with Product Properties and view a Product Hierarchy. Create Quotes and add Products. Work with the Sales Order Process to convert Quotes to Orders and Invoices. Fulfill Orders and manage Invoice payments. Explore the Sales Reports and create a custom Sales Report using the Reporting Wizard in Microsoft Dynamics 365. Understand the significance of Sales Goal Management and Metrics in Microsoft Dynamics 365. Explore the Sales Charts and Dashboards and create a custom Sales Dashboard in Microsoft Dynamics 365. This course provides students with a detailed hands-on experience of the Salesfeatures and components of Microsoft Dynamics 365. Introduction Sales Order Process Scenarios An Introduction to Sales in Dynamics 365 The Dynamics 365 Platform Dynamics 365 Sales Fundamentals Security Considerations Where to get Help Further Reading and Resources Lead Management The Lead Management Process Working with Lead Records Working with the Lead Form Lead Assignment Leads and Activities Qualifying a Lead Disqualifying a Lead Opportunities Management Introduction to Opportunities The Opportunity Views The Opportunity Form Opportunity Sales Process Closing an Opportunity Resolution Activities Products Introduction to the Product Catalog Adding Products Configuring Unit Groups Price Lists and Price List Items Quotes, Orders and Invoices Introduction to Order Processing Adding Products to an Opportunity Working with Quotes Working with Orders Working with Invoices Sales Analysis Introduction to Sales Analysis in Dynamics 365 The Sales Reports The Reporting Wizard Working with Sales Charts Working with Sales Dashboards Working with Sales Goals and Metrics
As technology continues to develop and increasingly interact with our daily lives, so must our sales techniques to ensure we're leveraging advances in how people do business to our advantage. It is essential for all salespeople to understand how to navigate the various tools at our disposal and grow their skills and confidence to put them into action in order to build a solid business pipeline. We have developed this programme to be practical, fun and interactive, whilst ensuring that participants will learn how to utilise new technology to their advantage, self-generate new business leads and opportunities, gain additional business and referrals from existing contacts, and save time and effort using proven business development skills. This course will help participants: Understand the 'organized persistence' model of sales prospecting Develop skills in using video, online and social media to generate interest Understand how to write effective sales and outreach emails and using online tools Develop techniques for effectively managing telephone appointments Learn ways to use LinkedIn for connecting with customers and prospects Develop networking skills and learn how to source and develop referrals and professional introductions 1 Key principles of smart sales prospecting Set your sales prospecting goals and objectives Elevator pitch, core messages and your value proposition Targeting and segmenting your market 'Organised persistence' using your CRM effectively 2 Setting appointments by telephone - planning and preparation Why calling still works and the best times to call Creating a call prompt sheet: Opening a call and taking control Giving a reason to meet Key questions to ask Overcoming the cold calling blues 3 Setting appointments by telephone - advanced skills Giving a reason to meet and 'selling the appointment' Key questions to ask that will create interest and motivation to meet Voice tone, power words, phrasing, pausing, responding Getting past gatekeepers and getting through 4 Using LinkedIn for research and follow-up Why LinkedIn matters and how to use it Finding new contacts, connecting and Inmailing Short-cuts and advanced skills 5 Email strategies that work Using AIDA and other templates for sales emails Using personalized video emails to create interest Vertical targeting emails, with examples Building awareness with an email chain
Duration 1 Days 6 CPD hours This course is intended for A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations. Overview After completing this course, you will be able to: Install and configure the application Identify common sales scenarios Complete a sales cycle Configure product catalog Manage customer records Utilize analytics tools with customer data Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; tracking data against sales goals, automating your best practices, learning from your data and more. Sales Overview Sales overview Configuring Sales Module summary Working with Opportunities Manage customers Working with opportunities Embedded intelligence Playbooks Integrated sales tools Module summary Quotes to Orders Order processing overview Manage product catalog Create and manage quotes Create and manage orders and invoices Module summary Sales Analytics and Insights Overview Power BI AI for Sales Modules summary Additional course details: Nexus Humans MB-210T01 Dynamics 365 for Customer Engagement for Sales training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the MB-210T01 Dynamics 365 for Customer Engagement for Sales course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
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Are you ready to embark on an enlightening journey of wisdom with the Customer & Sales Assistant bundle, and pave your way to an enriched personal and professional future? If so, then Step into a world of knowledge with our course bundle - Customer & Sales Assistant. Delve into eight immersive CPD Accredited courses, each a standalone course: Sales Training NLP For Sales, Persuasion & Influence Sales & Negotiation Skills Creating Highly Profitable Sales Funnels Customer Relationship Management Win Customers Efficiently: Customer Service Diploma Know the Selling Strategies that Boost Customer Acquisition Sales Analysis in Excel Traverse the vast landscapes of theory, unlocking new dimensions of understanding at every turn. Let the Customer & Sales Assistant bundle illuminate your path to wisdom. The Customer & Sales Assistant bundle offers a comprehensive exploration into a rich tapestry of vast knowledge across eight carefully curated courses. The journey is designed to enhance your understanding and critical thinking skills. Each course within the bundle provides a deep-dive into complex theories, principles, and frameworks, allowing you to delve into the nuances of the subject matter at your own pace. In the framework of the Customer & Sales Assistant package, you are bestowed with complimentary PDF certificates for all the courses included in this bundle, all without any additional charge. Adorn yourself with the Customer & Sales Assistant bundle, empowering you to traverse your career trajectory or personal growth journey with self-assurance. Register today and ignite the spark of your professional advancement! So, don't wait further and join the Customer & Sales Assistant community today and let your voyage of discovery begin! Learning Outcomes: Attain a holistic understanding in the designated areas of study with the Customer & Sales Assistant bundle. Establish robust bases across each course nestled within the Customer & Sales Assistant bundle. Decipher intricate concepts through the articulate content of the Customer & Sales Assistant bundle. Amplify your prowess in interpreting, scrutinising, and implementing theories. Procure the capacity to engage with the course material on an intellectual and profound level. Become proficient in the art of problem-solving across various disciplines. Stepping into the Customer & Sales Assistant bundle is akin to entering a world overflowing with deep theoretical wisdom. Each course within this distinctive bundle is an individual journey, meticulously crafted to untangle the complex web of theories, principles, and frameworks. Learners are inspired to explore, question, and absorb, thus enhancing their understanding and honing their critical thinking skills. Each course invites a personal and profoundly enlightening interaction with knowledge. The Customer & Sales Assistant bundle shines in its capacity to cater to a wide range of learning needs and lifestyles. It gives learners the freedom to learn at their own pace, forging a unique path of discovery. More than just an educational journey, the Customer & Sales Assistant bundle fosters personal growth, enabling learners to skillfully navigate the complexities of the world. The Customer & Sales Assistant bundle also illuminates the route to a rewarding career. The theoretical insight acquired through this bundle forms a strong foundation for various career opportunities, from academia and research to consultancy and programme management. The profound understanding fostered by the Customer & Sales Assistant bundle allows learners to make meaningful contributions to their chosen fields. Embark on the Customer & Sales Assistant journey and let knowledge guide you towards a brighter future. CPD 80 CPD hours / points Accredited by CPD Quality Standards Who is this course for? Individuals keen on deepening their firm understanding in the respective fields. Students pursuing higher education looking for comprehensive theory modules. Professionals seeking to refresh or enhance their knowledge. Anyone with a thirst for knowledge and a passion for continuous learning. Career path Armed with the Customer & Sales Assistant bundle, your professional journey can reach new heights. The comprehensive theoretical knowledge from this bundle can unlock diverse career opportunities across several fields. Whether it's academic research, consultancy, or programme management, the Customer & Sales Assistant bundle lays a solid groundwork. Certificates CPD Certificate Of Completion Digital certificate - Included 8 Digital Certificates Are Included With This Bundle CPD Quality Standard Hardcopy Certificate (FREE UK Delivery) Hard copy certificate - £9.99 Hardcopy Transcript - £9.99
Are you ready to embark on an enlightening journey of wisdom with the Market Research Analyst bundle and pave your way to an enriched personal and professional future? If so, then Step into a world of knowledge with our course bundle - Market Research Analyst Advanced Diploma. Delve into eight immersive CPD Accredited courses, each a standalone course: Course 01: Marketing Principles Course 02: Marketing Secrets for High Sales Course 03: Marketing Strategies for Business Course 04: Learn with Case Study - Market Research Course 05: Research Methods in Business Course 06: Business Intelligence Analyst Course Course 07: Excel at Marketing Through a Well-Defined Marketing Strategy Course 08: Sales Analysis in Excel Traverse the vast landscapes of theory, unlocking new dimensions of understanding at every turn. Let the Market Research Analyst Advanced Diploma bundle illuminate your path to wisdom. The Market Research Analyst Advanced Diploma bundle offers a comprehensive exploration into a rich tapestry of vast knowledge across eight carefully curated courses. The journey is designed to enhance your understanding and critical thinking skills. Each course within the bundle provides a deep dive into complex theories, principles, and frameworks, allowing you to delve into the nuances of the subject matter at your own pace. In the framework of the Market Research Analyst Advanced Diploma package, you are bestowed with complimentary PDF certificates for all the courses included in this bundle, all without any additional charge. Adorn yourself with the Market Research Analyst bundle, empowering you to traverse your career trajectory or personal growth journey with self-assurance. Register today and ignite the spark of your professional advancement! So, don't wait further and join the Market Research Analyst Advanced Diploma community today and let your voyage of discovery begin! Learning Outcomes: Attain a holistic understanding in the designated areas of study with the Market Research Analyst bundle. Establish robust bases across each course nestled within the Market Research Analyst bundle. Decipher intricate concepts through the articulate content of the Market Research Analyst bundle. Amplify your prowess in interpreting, scrutinising, and implementing theories. Procure the capacity to engage with the course material on an intellectual and profound level. Become proficient in the art of problem-solving across various disciplines. Stepping into the Market Research Analyst bundle is akin to entering a world overflowing with deep theoretical wisdom. Each course within this distinctive bundle is an individual journey, meticulously crafted to untangle the complex web of theories, principles, and frameworks. Learners are inspired to explore, question, and absorb, thus enhancing their understanding and honing their critical thinking skills. Each course invites a personal and profoundly enlightening interaction with knowledge. The Market Research Analyst bundle shines in its capacity to cater to a wide range of learning needs and lifestyles. It gives learners the freedom to learn at their own pace, forging a unique path of discovery. More than just an educational journey, the Market Research Analyst bundle fosters personal growth, enabling learners to skillfully navigate the complexities of the world. The Market Research Analyst bundle also illuminates the route to a rewarding career. The theoretical insight acquired through this bundle forms a strong foundation for various career opportunities, from academia and research to consultancy and programme management. The profound understanding fostered by the Market Research Analyst bundle allows learners to make meaningful contributions to their chosen fields. Embark on the Market Research Analyst journey and let knowledge guide you towards a brighter future. CPD 80 CPD hours / points Accredited by CPD Quality Standards Who is this course for? Individuals keen on deepening their firm understanding in the respective fields. Students pursuing higher education looking for comprehensive theory modules. Professionals seeking to refresh or enhance their knowledge. Anyone with a thirst for knowledge and a passion for continuous learning. Career path Armed with the Market Research Analyst bundle, your professional journey can reach new heights. The comprehensive theoretical knowledge from this bundle can unlock diverse career opportunities across several fields. Whether it's academic research, consultancy, or programme management, the Market Research Analyst bundle lays a solid groundwork. Certificates CPD Certificate Of Completion Digital certificate - Included 8 Digital Certificates Are Included With This Bundle CPD Quality Standard Hardcopy Certificate (FREE UK Delivery) Hard copy certificate - £9.99 Hardcopy Transcript - £9.99
Unlock Your Potential with Account Management Mastery Course! Are you ready to soar in the dynamic world of business? ð Welcome to the Account Management Mastery Course, where you'll discover the keys to unlocking unparalleled success in managing client relationships, driving revenue, and fostering long-term partnerships. If you're ready to take your career to new heights and become a force to be reckoned with in the realm of account management, then this course is your ticket to excellence. Why Account Management Matters In today's competitive business landscape, effective account management is more critical than ever before. It's the backbone of sustainable growth and profitability for companies across industries. Account managers play a pivotal role in nurturing client relationships, understanding their needs, and delivering solutions that exceed expectations. With the right skills and strategies, you can transform ordinary clients into loyal advocates who propel your business forward. What You'll Gain ð Strategic Insights: Learn the art of strategic account planning and gain valuable insights into your clients' businesses. Develop customized strategies to drive mutual growth and success. ð Effective Communication: Master the art of communication and negotiation to build trust, resolve conflicts, and win over even the toughest clients. Develop your persuasion skills and become a master influencer. ð Relationship Building: Cultivate lasting relationships with your clients based on trust, respect, and mutual understanding. Discover the secrets to building rapport and fostering loyalty that stands the test of time. ð Revenue Generation: Unlock the secrets to driving revenue and maximizing profitability through upselling, cross-selling, and identifying new business opportunities within your accounts. ð Problem Solving: Develop the ability to anticipate and address challenges before they arise. Learn how to navigate difficult situations with grace and professionalism, turning obstacles into opportunities for growth. Who is This For? The Account Management Mastery Course is designed for professionals across industries who are passionate about driving results and exceeding client expectations. Whether you're a seasoned account manager looking to sharpen your skills or a newcomer eager to make your mark in the field, this course is your pathway to success. Sales representatives, client success managers, business development executives, and entrepreneurs alike will benefit from the practical insights and strategies offered in this comprehensive program. Career Path With the skills and knowledge gained from the Account Management Mastery Course, you'll be poised for success in a variety of career paths, including: ð Account Manager: Take on leadership roles within your organization and become a trusted advisor to your clients. ð Business Development Executive: Drive business growth and expansion by identifying new opportunities and cultivating strategic partnerships. ð Client Success Manager: Ensure the satisfaction and loyalty of your clients by delivering exceptional service and support. ð Entrepreneur: Apply your newfound skills to build and grow your own business, creating value for your clients and driving long-term success. FAQs Q: Is this course suitable for beginners? A: Absolutely! The Account Management Mastery Course caters to professionals at all levels, from beginners to seasoned veterans. Our comprehensive curriculum is designed to provide valuable insights and practical strategies that anyone can apply to excel in the field of account management. Q: Can I access the course materials at my own pace? A: Yes! We understand that professionals have busy schedules, which is why our course is designed to be flexible. You can access the materials at any time and progress through the course at your own pace. Q: Will I receive a certification upon completion of the course? A: Yes! Upon successfully completing the Account Management Mastery Course, you will receive a certificate of completion that you can proudly showcase to demonstrate your expertise and commitment to excellence in account management. Q: Are there any prerequisites for enrolling in the course? A: While there are no formal prerequisites for enrolling in the course, a basic understanding of business principles and client relationship management would be beneficial. However, our course is designed to accommodate learners with diverse backgrounds and experiences. Q: Will I have access to instructors for guidance and support? A: Absolutely! Our team of experienced instructors is dedicated to providing personalized support and guidance throughout your learning journey. Whether you have questions about course materials or need assistance with assignments, we're here to help you succeed. Don't Miss Out on This Opportunity! Are you ready to take your career to the next level and become a master of account management? Don't miss out on this opportunity to unlock your full potential and achieve unparalleled success. Enroll in the Account Management Mastery Course today and embark on a transformative journey towards excellence! Course Curriculum Module 1_ Introduction to Account Management Introduction to Account Management 00:00 Module 2_ Customer Relationship Management Customer Relationship Management 00:00 Module 3_ Sales and Negotiation Techniques Sales and Negotiation Techniques 00:00 Module 4_ Account Planning and Strategy Account Planning and Strategy 00:00 Module 5_ Technology and Tools for Account Management Technology and Tools for Account Management 00:00 Module 6_ Marketing and Advertising Marketing and Advertising 00:00 Module 7_ Sales and Negotiations Sales and Negotiations 00:00 Module 8_ Customer Service and Support Customer Service and Support 00:00 Module 9_ Account Management Account Management 00:00 Module 10_ Performance Management and Evaluation Performance Management and Evaluation 00:00
Overview Get instant knowledge from this bite sized Retail Management Part-3 (Advanced) course. This course is very short and you can complete it within a very short time. This Retail Management Part - 3 ( Advance) course you will get advanced ideas and knowledge of retail retail management. Enrol in this course today and start your instant first step towards retail management. Learn faster for instant implementation. Learning Outcome Key techniques of customer communication Key strategies of sales process Learn how to deal with customers effectively Learn about consumer right act How Much Retail Manager Earn Senior - £34,000(Appx.) Mid Career - £31,000(Appx.) Starting - £28,ooo(Appx.) Requirements Our Retail Management Part-3 (Advanced) is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. Retail Management Part-3 (Advanced) Module 01: Negotiate the Right Deal with Suppliers 00:12:00 Module 02: Management Skills for Leading Your Team 00:17:00 Module 03: Selling in Multiple Channels 00:21:00 Module 04: Retail Brand Management 00:16:00 Module 05: Develop Store Security Procedures 00:16:00 Module 06: Health & Safety for Retail Stores 00:21:00 Assignment Assignment - Retail Management Part-3 (Advanced) 00:00:00