What the Microsoft Dynamics CRM Sales Module Consists?

The entire Microsoft Dynamics CRM sales module consists of the following work areas:

Sales

Marketing

Service Management

The entire CRM application is divided functionally according to the work they perform. Hence, if an organization is using CRM to manage its processes, the users from the different teams would use the functionalities that come under their specific module. All these three functional modules come together to drive the entire success of the business organization. It functions as a properly designed work-cycle of gaining a new customer (Marketing), selling them the services (Sales) and maintaining the existing customers (Service Management).

In each step of this work-cycle, you will see how the Sales, Marketing and Service modules perform their role.

Sales Module

The Sales module of CRM is designed to drive the entire sales cycle of a new customer. The Sales module consists of the following sub-modules?

Leads –

The leads are the potential customer for an organization. It is important to identify the leads of the company, in turn, to convert them into customers

Opportunities –

The opportunity is the potential sale to the customer. Once the customer shows interest in the offerings it becomes an opportunity. An opportunity can either be won or lost.

Accounts –

Accounts of a company are the relations it established in the past. Once an Opportunity is won, it gets converted to either an Account or Contacts.

Competitors –

It manages all the market competitors of the organization.

Products –

The services which are offered by the organization to the customers.

Quotes –

A formal offer for products or services proposed at specific prices sent to a prospective customer for the permanent assurance of delivering the services.

Orders –

A quote that gets accepted by the customer gets converted into an Order.

Invoices –

A billed order is known as an invoice.

Marketing Module

The Marketing module of CRM is designed to support the entire marketing process of an organization for its customers. The Marketing module consists of the following sub-modules?

Marketing Lists –

Marketing lists provide a list of your Contacts, Accounts, and Leads. It helps you to interact with them via sending customized promotional emails, event details, newsletters and other updates relevant to the target customers.

Campaigns –

Campaigns are designed to measure the effectiveness and accomplish a specific result, such as introducing a new product in the market.

Quick Campaigns –

A Quick Campaign is associated with only one type of activity.

Service Management Module

The Service Management module of CRM facilitates the customer service operations of an organization. It is further divided into the following sub-modules?

Cases (Incidents) –

The module supports any customer requests, issues, or complaints to be tracked via incidents/cases. A case involves various stages of an issue resolution process and then finally gets resolved and is closed.

Knowledge Base –

The knowledge base module maintains a master repository for all the common questions and answers that the customer frequently asks. This involves a great knowledge about the services and product as per the customers demand.

Resources/Resource Groups –

Resources are the people, tools, rooms, or pieces of equipment that are used to deliver a service. These resources can be used to solve a specific customer case.

Services –

The goods and the services that the organization offers to the customers.

Service Calendar –

The service calendar is used to schedule work timings and schedules of the staff who work in the organization.

The Microsoft Dynamics 365 CRM sales module consists of the above-mentioned modules and they function accordingly to generate sales for the organization.

Joseph Macwan technical writer with a keen interest in technology topics.