Acme Ltd utilizes Dynamics CRM's out-of-box Sales module capabilities to capture leads from across three global sales offices and process them through lead qualification and the opportunity management lifecycle:
The following are the three global offices:
- New York head office, USA
- London sales office, UK for Europe
- Mumbai sales office, India for Asia
The requirements of Acme Ltd are as follows:
- Central reporting of opportunity management at the New York head office
- Lead capture and qualification based on the location
- Opportunity management
The following steps explain the process adopted by Acme Ltd for capturing leads, filling ...
