Chapter 6
Turning Relationships into Revenue with Sales
IN THIS CHAPTER
Understanding customer relationship management (CRM) terminology
Navigating within Dynamics 365 for Sales
Working with leads, accounts, and contacts
Viewing, organizing, and analyzing sales opportunities
The purpose of customer relationship management software is to foster efficient and effective communication with both prospective and existing customers, thereby improving customer satisfaction and increasing sales revenue. Customer relationship management systems began as simple lists of leads and prospects and have evolved into complex applications which handle a wide range of business functions. This chapter sets out to help you gain a better understanding of customer relationship management systems and to see how this type of software could be of use to your organization.
Understanding CRM-Related Terms
To help you gain a better understanding of Dynamics 365 for Customer Engagement (formerly Dynamics CRM Online), a quick history of CRM-related terms is in order. In this brief history lesson, I clear ...
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