JD Edwards EnterpriseOne CRM Sales Force Automation Rel 9.0 (Self-Study Course)

 

Who should attend

  • End users
  • Sales consultants

Prerequisites

  • JD Edwards EnterpriseOne CRM

Course Objectives

  • Setting up CRM sales force automation
  • Managing sales information
  • Understanding other CRM sales functionality
  • Describing the CRM OnDemand PIP for JD Edwards EnterpriseOne

Product Description

  • Describing JD Edwards EnterpriseOne CRM Sales Force Automation Features and Integration
    • Describing the features of the CRM Sales Force Automation system.
    • Describing the integration of the CRM Sales Force Automation system.
  • Setting up Sales Force Automation
    • Identifying sales force automation.
    • Setting up constants.
    • Setting up user defined codes.
    • Understanding sales employees and team.
    • Setting up territories and industry groupings.
    • Setting up sales methodologies.
    • Setting up qualification scripts.
  • Entering and Managing the Sales Team
    • Assigning sales team members to industries and territories.
    • Assigning sales team members to customers.
  • Entering and Managing Sales Leads
    • Identifying leads.
    • Maintaining and updating leads.
    • Importing list of leads.
    • Converting leads to opportunities.
  • Entering and Managing the Sales Opportunities
    • Entering sales opportunities.
    • Managing and maintaining opportunities.
    • Creating quotes and sales orders for opportunities.
  • Creating Sales Proposals
    • Creating simple templates.
    • Creating composite templates.
    • Managing proposal templates.
    • Generating proposals.
  • Using Sales Pipelines
    • Identifying sales pipelines.
    • Using the pipeline charts in graphical vs. grid data.
  • Forecasting Sales Revenue
    • Creating a sales forecast.
    • Associating opportunities with a forecast.
  • Managing Competitors
    • Entering and assigning competitors.
    • Attaching products to competitors.
  • Describing the CRM OnDemand PIP for JD Edwards EnterpriseOne
    • Identifying business process and integration.
    • Explaining the benefits of the CRM OnDemand Product Integration Pack.

Price on request

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