Special Edition Using® Microsoft® CRM

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 ...