| Course OutlineModule 1: Relationship Management This chapter introduces you to the concept of Relationship Management and gives you a general overview of the subject. In this chapter, you will also learn about some steps that need to be taken when implementing Relationship Management and the benefits of an integrated solution: ERP (Enterprise Resource Planning) and Relationship Management. In addition, you will learn about the vision for Relationship Management and the overall structure of the Relationship Management application area. Lessons - Defining Relationship Management
- Relationship Management Application
- Selling Points for Relationship Management
Module 2: Relationship Management SetupThis chapter provides you with the steps to set up Relationship Management. Lessons - The Relationship Management Setup Window
- Automatically Recorded Interactions
- Synchronization with Customers, Vendors, and Bank Accounts
- Duplicate Search
- E-mail Journaling
Module 3: ContactsThis chapter teaches you how the program can help you manage your contacts. Lessons - Setting Up Contacts
- The Contact Card
- Creating Contact Companies
- Creating Contact Persons
- Searching for Contacts
- Searching for Duplicates
- Synchronizing Contacts with Customers, Vendors, and Bank Accounts
- Exporting Contacts
- Contact Statistics
- Contact Reports
- Exercise
- Self-Test
Lab : Exercises- Setting up a contact company
- Creating contact persons
- Case
After completing this chapter, students will be able to: Set up contacts. Create contact companies. Create contact persons. Search for contacts. Search for duplicates. Synchronize contacts with customers, vendors, and bank accounts. Export contacts. View contact statistics. View contact reports.
Module 4: Interactions and document managementThis chapter teaches you how the program can help you log your interactions (which are all the types of communication between your company and your contacts) and how you can keep track of your documents. Lessons - Introduction
- Setting Up Interactions
- Using the Create Interaction Wizard
- Phone Calls
- E-Mails
- Automatically Recorded Interactions
- Canceling and Deleting Interaction Log Entries
- Interaction Statistics
Module 5: Campaigns and segmentationThis chapter teaches you how the program can help you create campaigns for various purposes and set up segments of your contacts. Lessons - Introduction to Campaigns and Segments
- Setting Up Campaigns
- Creating Campaigns
- Creating Segments
- Creating Interactions for Segments
- Creating Segments by Reusing Logged Segments
- Creating Segments by Reusing Saved Segments
- Campaign Pricing
- Campaign Statistics
Lab : Exercises- Creating a segment
- Sending a letter to a segment
- Planning a campaign
- Recording responses
- Using saved segmentation criteria
After completing this chapter, students will be able to: Set up and create campaigns. Create segments. Create interactions for segments. Create segments by reusing logged segments. Create segments by reusing saved segment criteria. Create campaign prices and discounts. View campaign statistics
Module 6: Task ManagementThis chapter teaches you how you can use the tools in the program to manage your tasks. Lessons - Introduction to Task Management
- Setting Up Teams and Activities
- Creating To-dos
- Assigning Activities
- Creating Recurring To-dos
- Modifying To-dos
- Converting Team To-dos
- Sending E-Mail Meeting Invitations
- Closing, Canceling and Deleting To-dos
- Viewing Statistical Information About To-dos
Lab : Exercises- Creating a recurring To do
- Creating teams of sales people
- Assigning activities
- Deleting closed To-dos
- Adding attendees to a To-do meeting type
- Sending e-mail invitations using MAPI
After completing this chapter, students will be able to: Set up teams and activities. Create and modify to-dos. Assign activities. Create recurring to-dos. Close, cancel, and delete to-dos.
Module 7: Outlook integrationThis chapter teaches you how to set up and use Microsoft Outlook integrated task, calendar, and meeting scheduling. Lessons - Introduction to Outlook Integration
- Setting Up Outlook Integration
- Synchronizing Contacts and Salespeople in Real-time
- Synchronizing To-dos in Real-time
- Viewing Outlook Items from Navision and Navision Records from Outlook
- Synchronization Batch Jobs
- Conflict Resolution and Error Handling
Lab : Exercises- Setting up synchronization with Outlook
- Integrating a contact from Outlook
- Integrating a contact from Navision
- Integrating a To-do of type Blank or Phone call
- Integrating a task
- Integrating a To-do of type Meeting
- Integrating an Outlook appointment
- Resolving Company Field conflicts
- Resolving version conflicts
- Synchronizing To-dos within a specific period
After completing this chapter, students will be able to: Integrate meetings and appointments in Outlook with to-dos in Microsoft Navision. Integrate tasks in Outlook with to-dos in Microsoft Navision. Transfer contacts from Outlook to Microsoft Navision and back. Synchronize data in Outlook and Microsoft Navision.
Module 8: Opportunity ManagementThis chapter teaches you how to use opportunities to keep track of potential sales. Lessons - Introduction to Opportunity Management
- Setting Up Opportunities
- Creating Opportunities
- Updating Opportunities
- Creating To-dos for Opportunities
- Creating Sales Quotes and Orders for Opportunities
- Closing and Deleting Opportunities
- Statistics
Lab : Exercises- Create and activate an opportunity
- Create a To-do for an opportunity
- Setting up a sales cycle
- Activating sales stages
- Viewing lost opportunities
After completing this chapter, students will be able to: Set up and create opportunities. Update opportunities. Create to-dos for opportunities. Create sales quotes and orders for opportunities. Close and delete opportunities. View statistics.
Module 9: Profiling and classificationThis chapter teaches you how the program can help you create profiles of your contacts Lessons - Introduction to Profiling and Classification
- Profile Questionnaires
- Contact Rating
- Entering Contact Profiles
- Creating Segments Using Profile Information
- Updating Profile Questionnaires
- Testing and Printing Questionnaires
Lab : Exercises- Adding contacts to a segment
- Setting up a questionnaire
- Rating your contacts
After completing this chapter, students will be able to: Set up profile questionnaires. Enter contact profiles. Create segments using profile information. Update profile questionnaires. Test and print questionnaires
Module 10: The Multilanguage Salutation and Attachment featureThis chapter provides you with steps to set up Salutations and Attachments. Lessons - Introduction
- Creating Salutation Formulas
- Assigning Salutation Code to the Contact
- Creating an Interaction Using Salutation Code
- Creating an Interaction Using a Segment Including Logging of the Segment
Lab : Exercises- Creating Salutation formulas
- Creating interactions using a segment
After completing this chapter, students will be able to: Create salutation formulas. Assign a salutation code to the contact. Create an interaction using a salutation code. Create an interaction using a segment including logging of the segment.
Module 11: The quotation to contacts featureThis chapter provides you with steps to set up a customer template and use it in quotation to contacts. Lessons - Introduction
- Setting Up Customer Templates
- Making a Sales Quote from the Opportunity List Window
- Making a Sales Quote from the Sales Quote Window
- Creating a Sales Order from the Sales Quote Window
- Assigning a Sales Quote to an Opportunity
Lab : Exercises- Setting up customer templates
- Creating a sales quote and a sales order
After completing this chapter, students will be able to: Set up customer templates. Make a sales quote from the Opportunity List window. Make a sales quote from the Sales Quote window. Create a sales order from the Sales Quote window
Module 12: Document loggingThis chapter focuses on how to log documents such as sales orders and quotes. Lessons - Introduction
- Saving a Sales Quote
- Restoring a Sales Quote or Order
- Logging and Saving a Version of a Sales Order
- Restoring a Sales Order
Lab : Exercises- Issuing a quote to a contact
- Restoring the quote
After completing this chapter, students will be able to: |
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