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Introduction to Sales and Marketing in Microsoft CRM

Introduction to Sales and Marketing in Microsoft CRMSales and marketing are the lifeblood of all businesses.  And sales and / or marketing are usually the reason that most organisations embark on a CRM project.  Understanding how the vanilla sales and marketing within Microsoft Dynamics CRM works means that you are able to make strategic decisions about how to best enable CRM to work for you without either reinventing the wheel or spending large sums of money on unnecessary configuration.

At the end of this course, you have:

  • An understanding of how CRM supports your sales process
  • The skills to set up your products and price lists in CRM
  • The ability to run a marketing campaign using CRM
  • Skills to visualise sales and marketing progress via dashboards



Target Audience for Introduction to Sales and Marketing in Microsoft CRM

  • People thinking of deploying Microsoft CRM, especially into a sales or marketing function
  • People who have already deployed CRM, but want to get more sales benefits from it

Course prerequisites

A general understanding of the functionality in Microsoft Dynamics CRM, equivalent to that achieved from the Introduction to Microsoft CRM course. 

Course length

One day

upcoming dates

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Ways to Contact Opsis

Phone: +61(2) 8212 3480

Email: opsisinfo (at) opsis.com.au

Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,

Pymble, NSW 2073

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Taming the Beast of CRM data

presented by Gill Walker at CRMSaturday in Sydney

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Opsis is an expert CRM consulting company. We are not an IT company, nor a management consultancy, although we often work with both of these.  Our focus is wholly CRM, and particularly Microsoft Dynamics CRM.  We are based in Sydney, NSW, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  Our range of CRM services include CRM strategy, CRM scoping, CRM implementation, technical  support and CRM training.