O'Reilly logo

Special Edition Using® Microsoft® CRM by John Gravely, Laura Brown

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Creating a Sales Process

Up to this point, we've kept our discussion of workflow heavily weighted to creating rules. It's time to shift gears and dive head-first into the creation of our very own sales process.

A sale process can be defined as a series of stages that you must typically pass through to bring a revenue opportunity to closure. Sales processes are typically more geared toward less transactional sales, where you are actively selling as opposed to marketing, and then waiting for a consumer to place an order. Sales processes are a key component of all popular sales methodologies.

For our purposes we'll create a straight-forward, business–to-business sales process with four key steps including

  • Needs Assessment
  • Solution Development
  • Proposal ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required