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Home » GYDE365-Design Content Chapter: Sales and Marketing

GYDE365-Design Content Chapter: Sales and Marketing

About Sales and Marketing

Sales and Marketing supports the order-to-cash cycle and empowers businesses to market and sell products and services to a global set of consumers. From contacts, leads, prospects and opportunities, functionality exists to manage the transparent transition through to the creation of sales orders. Marketing activities can be managed and promoted to maintain and grow the customer base in line with business objectives.

Sales and Marketing Sections

Survey sections are found within each chapter and segment the chapter into manageable topics. This enables end users to review the topics prior to taking the survey to gauge an understanding of the types of question content that will follow. This ensures the correct business user is assigned to answer questions.

Questions are found within each section to ask end users business specific questions to enable the build of a functional Dynamics 365 system. Questions can be assigned to specific users to answer. GYDE365 provides questions within the template as standard, however partners can also build their own questions.

Sales Management and Setup
  • Sales Categories
  • Segmentation
  • Sales setup
  • Campaign types
  • Campaign process flow
Leads, prospects and opportunities
  • Managing leads
  • Managing prospects
  • Managing opportunities
  • Managing new customers
Sales Quotations
  • Creating sales quotations
  • Managing sales quotations
  • Converting sales quotations
Sales Ordering
  • Sales order receipt
  • Sales order processing
  • Charges
  • Direct Delivery
Commissions and Rebates
  • Commission calculations
  • Rebate management
Sales Ledger appears in the below Survey Templates