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This course is designed to provide an understanding of how to to track leads, opportunities, and customers. Create sales rules and territories for routing leads.
Who should attend this session?
- Sales Administrator.
- Sales Managers.
Role :Sales Administrator
Goals for the session:
- Learn to track leads, opportunities, and customers.
- Create sales rules and territories for routing leads.
- Create and publish on-line lead capture forms.
- Establish quotas for your sales team.
- Understanding the results of your sales team.
Lessons:
Setup:
- Sales process overview.
- Enabling SFA Features.
- Understanding Customer Statuses.
- Setting up Sales Force Automation.
- Creating Sales Rules and Territories.
- Creating and publishing On-line lead forms.
- Overview of a new Lead moving to a Prospect, to a Customer.
Processing:
- Creating and tracking Opportunities.
- Turning an Opportunities into Estimates, Invoices, Sales Orders.
- Utilising Messaging within NetSuite.
- Creating email templates.
- Setting Sales Quotas.
- Establishing and editing your Forecast.
Reporting:
- Understanding the Report customisation and saved reports.
- Understanding Customer searches and searches.
- Reviewing key SFA reports.
- Open Opportunity Reports.
- Sales Forecast vs. Quota Report.
- Sales Forecast detail by Sales Report.
- Reviewing Dashboard to ensure you are getting the right information and snapshots.
Duration: 1 Day. |
