none
How to plan a sales' Tour using CRM Dynamics ? RRS feed

  • Question

  • Hi,

    What my company wishes to do is planing the tour for a merchandiser in order to deliver products to a specific set of clients. In a first step the administrator is the responsible for planing the tour: he chooses the merchandiser, the start date, the end date and the list of clients he is gonna visit. Now when the merchandiser connects he is supposed to find the plan ready for him. Every time he visits a client he should mention that and mention as well either he had an order from the client and/or a report. 

    Well I'm a newbie and I read about campaigns, activities and tasks offered by CRM Dynamics and they seemed to be the closest concepts to what we are looking for. But I got confused by the other concepts arround. Any hint ?

    Thursday, April 25, 2013 10:23 AM

Answers

  • Hi,

    You can always contact the reseller that you are working with. I am sure that they can arrange a Technology seminar for your customer.


    Guowen Su
    Cisco Certified Network Associate
    Cisco Certified Internetwork professional - MPLS
    Certified Information Systems Security Professional
    Microsoft Partner Network 2011
    Microsoft Certified Professional
    Microsoft Certified Systems Administrator:Security
    Microsoft Certified Systems Engineer: Security
    Microsoft Certified Technology Specialist: Windows Server 2008 Active Directory, Configuration
    Microsoft Certified Technology Specialist: Windows Server 2008 Network Infrastructure, Configuration
    Microsoft Certified Technology Specialist: Windows Server 2008 Applications Infrastructure, Configuration
    Microsoft Certified Technology Specialist: Windows 7, Configuring
    Microsoft Certified IT Professional: Enterprise Administrator
    Microsoft Certified IT Professional: Server Administrator
    Certified Ethical Hacker
    Computer Hacking Forensics Investigator
    Certified Sonicwall Security Administrator
    Microsoft Geeks

    • Proposed as answer by Soh.M Friday, April 26, 2013 6:17 AM
    • Marked as answer by Soh.M Thursday, October 3, 2013 6:20 AM
    Friday, April 26, 2013 6:17 AM