1. Customer Relationship
Management
Microsoft Dynamics AX 2009

2. Leads & Opportunities
Sales Lead: is the first stage of a sales process.
Lead
Lead Types Lead Ratings
Priorities
CRM > SETUP > LEADS
These fields exist on the lead main table to group, sort and track leads

3. Leads & Opportunities
THE LEAD QUALIFYING PROCESS
Is an information gathering process that begins when a suspect first crosses your path
and continues until you've converted to customer.
Lead Prospect Opportunities Customer
CRM > SETUP > LEADS > QUALIFY PROCESS > OVERVIEW TAB

4. Leads & Opportunities
THE LEAD QUALIFYING PROCESS
Analyze Gather Rank
Define their common Create a Lead Rank each of your new and
characteristics qualification checklist existing opportunities
(Cold,Warm,Hot)

5. Leads & Opportunities
THE LEAD Status:
Qualify Qualified
Postpone Lead on hold
Disqualify Disqualified

6. Leads & Opportunities
create a list of reasons that an opportunity, lea
Opportunity Management: d or sales quotation is won or lost
Phases Phases indicate the progression of a quotation.
A prognosis period is the time expected for an
Prognosis
opportunity to become a sale.
The probability of the quotation becoming a sales order.
Probabilities
This is the salesperson's estimate expressed in percentage
without the % character.

7. Leads & Opportunities
Opportunity Management:
Reasons Create a list of reasons that an opportunity, lead or sales
quotation is won or lost
Competitors are independent of business relations and
Competitor
are defined in separate table, linked to opportunity.
CRM > SETUP > OPPORTUNITY

8. Leads & Opportunities
The Sales Process:
There are no fixed sales processes that are common to all companies,
but companies generally want to outline the methods, stages and steps
that employees have to follow while they work with leads, opportunities
and quotations
CRM > SETUP > OPPORTUNITY > SALES PROCESS > OVERVIEW TAB