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To be successful, sales and marketing teams need information on products and pricing right at their fingertips.
Help everyone make use of this information easily by creating a product catalog.
In Microsoft Dynamics CRM, a product catalog is a collection of products and services that you sell to your customers.
In addition to product information, the product catalog contains discount lists, units, and price lists.
A system administrator or anyone with sufficient privileges creates the product catalog in CRM.
When you want to sell multiple products together, group them as kits in the product catalog.
When you associate products with an opportunity,...
the quotes, orders, and invoices that you create from that opportunity will contain all the necessary information, such as pricing and discounts.
If you make any changes to a product in the product catalog, you can quickly recalculate prices in any associated quote, order, or invoice.
In addition, each product can link to sales literature and competitor information, for easy reference.
The CRM product catalog is designed to let you synchronize your CRM data with ERP or other inventory management systems.
Use the Microsoft Dynamics CRM product catalog to keep your sales and marketing teams up to date on products and pricing, and help them quickly create quotes, orders, and invoices.In Microsoft Dynamics CRM, each account represents a company or an organization with which you do or may do business. And the people you work with there are your contacts.
