In the following section, we will use case studies to go through and understand the Sales module of Dynamics CRM.
Acme Ltd utilizes Dynamics CRM's out-of-box Sales module capabilities to capture leads from across three global sales offices and process them through lead qualification and the opportunity management lifecycle:
The following are the three global offices:
- New York head office, USA
- London sales office, UK for Europe
- Mumbai sales office, India for Asia
The requirements of Acme Ltd are as follows:
- Central reporting of opportunity management at the New York head office
- Lead capture and qualification based on the location
- Opportunity management
The following steps explain the process adopted by Acme Ltd for capturing leads, filling in the required information in the lead records, and then qualifying a lead to generate opportunities and close them as won or lost:
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