Business Central offers the possibility of using the marketing and sales management features to support the management and execution of sales activities. Business Central has CRM functionalities.
Sales process for sales opportunities and process stages
Before the sales opportunities management can be used, the Sales processes and Sales process stages to be set up.
The Sales process It includes various steps, starting with contacting the customer and ending with a sales agreement. Each of the different stages can have specific requirements that must be met in order to advance to the next stage. It is also possible to skip certain stages.
The number of Sales processes and Sales process stages It doesn't matter here, because these can be defined in any number of ways.
In order to implement the sales process, the following setup is required: Sales process codes. This defines the different stages of the cycle.
Sales opportunity cycle codes
The sales opportunity cycle codes can be found using the search function and the keyword Sales cycles will be set up. The page will then open. Sales processes. About the action New The fields can be filled in as needed to set up and define the sales processes.
After setting up Sales processes, In the next step, the various stages within the sales process can be defined and set up.
Definition of the sales process stages
To achieve the Sales process stages To define it, select on the page Sales processes deselect the sales process for sales opportunities. Select the sales process for which the stages are to be set up and select the action Stairs. Here the page opens. Sales process stages and beyond the point New The new stage for the sales process can be set in place.
Subsequently, the sales opportunity can be added, and the stage of the sales process can be added to the sales opportunity. This is done via the field Sales process code.
Creating offers for sales opportunities
Creating a sales opportunity begins with the first defined stage and can accompany the process all the way to a sales offer. It is possible to create a sales offer from a sales opportunity without much effort for contacts that are not recorded as debtors. To do this, on the page Sales opportunities overview the sales opportunity is selected and the action Assign sales offer The page with the sales offer will then open and the corresponding fields can be filled in.
Closing sales opportunities
As soon as sales opportunities are completed, they can be closed as „won“ or „lost“ with a reason provided.
When closing sales opportunities, it can be specified whether they were „won“ or „lost“. If a reason for this needs to be added, it must be configured via the sales opportunity closing code.
To do this, select the sales opportunity from the sales opportunities overview and select the Close action. Fill in all the relevant fields on the page. Closing sales opportunities from.
The sales opportunity closing code and closing date are required and must be filled out.
In the field Sales opportunity closure code You can select one of the existing codes or add a new one. If you want to add a new code, select it from the drop-down list. Select from full list from and in the next step select New.
In the new row, the fields Code, Type, and Description must be filled in and confirmed.
Have we whetted your interest? We would be happy to explain more about the sales opportunities to you! Please contact us at 089 – 211 11 848 or by e-mail vertrieb@br-ag.com