Customer Relationship Management (CRM) helps wholesale trade businesses manage and learn about their customers. This half-day Customer Relationship Management training course is provided by Zooloo to your staff as part of the DSM Suite 2.0 solution. Zooloo has adopted the Microsoft Dynamics 365 Sales platform, which is simple to use and maintain.
Topic 1 Accounts and Contacts Management
Account: Represents a company or an organization that you do business with, such as a customer, vendor, partner, or reseller.
Contact: Represents a person. A contact can be a standalone person or an individual at an organization.
While an account might have multiple contacts, it will likely have a primary contact. The primary contact represents a key person at the organization that you primarily deal with. For example, this might be the person you deal with related to billing, sales, and so on.
Topic 2 Sales Opportunities, Quotes and Sales Orders Management
Opportunities represent a potential sale. Managing opportunities typically include several customer interactions such as meetings with the customer, phone calls, or tasks. Often, how well the sales team manages their opportunities is the difference between a win and a loss.
Quotes created from opportunities will include essential details from the opportunity record, such as pricing information and any attached line items are automatically added.
After the quote lifecycle, when the customer is ready to progress, they will likely place an order. Products and pricing for an order can be updated as needed.
Once the order is placed, it needs to be fulfilled. After an order is fulfilled, you can create an invoice. Invoices are requests for payment from a business to its customers. When the invoice is created, all the products associated with the order will be automatically added to the invoice.
Once the invoice is paid by the customer, you can mark the invoice as paid.
Course Provider
This course is conducted by Zooloo's in-house professionals. The instructors bring years of hands-on industry knowledge and up-to-date know-how on the workings of online stores. In addition, they have a wealth of knowledge on the inner workings of process flow and can anticipate the skills required for users of these digital solutions to elevate digital literacy and confidence.
Want to know more? Need assistance with choosing suitable courses? Have questions about particular courses? Contact us at sales@zooloo.asia.
Explore more
- Read about The Digital Transformation Journey
- Learn more about our “Digital Backbones”
- Learn more from our eBook series on Digital Transformation for Wholesale Trade
