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

This course provides training on using CRM Sales Force Automation, which enables you to increase the effectiveness of your sales force and satisfy your customers. It also enables you to be competitive by meeting the demand for shorter delivery times by optimizing an organization’s efficiency and improving customer loyalty.

CRM Sales Force Automation consists of applications that enable sales representatives and managers to automate, standardize, maintain and analyze sales information. These applications can be used to successfully automate and manage the organization’s sales strategies, sales force, and sales opportunities.

The activities in this course will guide to you in setting up CRM Sales Force Automation, setting up sales methodologies, generate sales proposals, create pipeline charts, and manage sales information.

Learn To:

• Set up CRM sales force automation
• Enter and manage sales team
• Enter and manage sales leads
• Enter and manage sales opportunities
• Create sales proposals
• Use sales pipelines

Audience

• End Users
• Application Developers
• Sales Consultants

Course Topics 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.

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