Closing is the culmination of the sales process. Based on feedback from the customer, your team, and other internal resources you prepare and present the final proposal and verify the decision date. Thank the customer, debrief the opportunity, and file the debrief.
- [Lecturer] The Closing Stage is the last stage…in the Sales process.…We've qualified a lead,…we've learned everything we could…to develop a great proposal,…and we've presented it to the customer.…And now, it's decision time.…We move into the Closing Stage with these activities:…First, based on feedback,…for a draft proposal…or perhaps only feedback from Internal Review,…depending on your project,…you're going to prepare the final proposal…and present the final proposal.…
You're going to verify what the decision date is.…When will you know whether or not…you have won this business.…Then, depending on the closing activities…for your organization,…you may be creating an order,…or creating an invoice.…Or, you may simply be closing this opportunity…and marking it as won or lost.…And if it's marked as won, it's someone else's job then,…to create the order or generate the invoice.…Regardless of whether you won or lost the business,…the process that's outlined, by default,…in Dynamics CRM, has you sending a thank you,…which is always a good thing anyway,…
Author
Released
9/27/2016- Viewing personal and team dashboards
- Creating and qualifying leads
- Converting activities to opportunities
- Working with customer service cases
- Managing case queues
- Researching solutions
- Running and exporting reports
Skill Level Beginner
Duration
Views
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Introduction
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Welcome51s
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Dynamics CRM: The basics3m 52s
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1. Dynamics CRM Data and Processes
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Records: The basics2m 46s
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Cases: The basics2m 22s
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2. Getting Started
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Log in to Dynamics CRM3m 46s
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Use the Home page9m 43s
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View, sort, and filter lists2m 41s
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3. Focus on My Work
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View team news3m 19s
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Create and edit appointments3m 56s
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4. Qualify a Lead
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Create a lead4m 34s
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Edit a lead1m 20s
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Overview: Import leads3m 23s
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Assign and share leads4m 54s
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Qualify a lead6m 9s
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Do not qualify a lead5m 53s
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5. Work on an Opportunity
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Develop an opportunity6m 23s
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Work on the proposal3m 36s
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Create a quote9m 8s
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Complete the closing stage4m 40s
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6. Focus on Customer Service
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Find cases4m 14s
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Research solutions3m 6s
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Merge, group, or queue cases5m 25s
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Resolve or cancel a case8m 30s
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Conclusion
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Next steps44s
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Video: Complete the closing stage