MB6-284 – Sales and Marketing
Business Relations and Workflow of Sales Force
- Setup and administration of business relations
- Processes of the sales force
- Using the workbook and managing activities
Quotations, Sales Targets, and Statistics
- Quotation process in the customer relationship management (CRM) module
- Sales units and sales targets
- Perspectives, categories, and views that can be displayed in the sales management statistics
Managing Marketing Campaigns, Telemarketing, and Mailings
- How marketing campaigns are defined, set up, and activities connected
- How financials can be viewed for campaigns allowing for a follow-up
- How targets are identified and how they can be approached by means of the Internet, mail, or telephone
- Process of registration of responses from the targets
- Features for targeting contact persons
- How the call and mailing lists are created and distributed among the sales force
- Integration
- Relation of CRM to sales order, accounts receivable, master planning, project, human resources, questionnaire, and Enterprise Portal
- How the telemarketing features can be integrated to a telephony provider/call center solution by using the telephone application protocol interface (TAPI)
- Understand absence reports and statistics
- Synchronization to Microsoft Office Outlook of activities and contact persons
