CRM User Group
Sales Opportunity Pipeline Process
Presented by Brent Howsmon
2/6/2014 5:45 PM
Cleveland Microsoft Office
Brent Howsmon from Swagelok will demonstrate the value of an automated sales process that gives us visibility to in-process status as well as sales results. The process was designed to be easy to use, easy to follow, and provide customer insight that enables us to optimize our sales decisions. The presentation and demonstration will include the use of Opportunities, Activities, Workflows, and Reports.
About CRM User Group
The CRMUG is for users, by users. We engage individuals and companies using Microsoft Dynamics CRM in value-added networking and knowledge sharing, and to be the single most important communication channel for Microsoft to see guidance on future development of Dynamics CRM. Individuals from all aspects of CRM life, from executive management to CRM administration, attend our Regional Chapter meetings and gain important knowledge, strategy, and administration best-practices.