Sales Literature is a resource which stores all the sales info used for sales team like brochures, promotion material etc. related to the product.
How to setup or create sales literature?
Let’s see how to create or setup sales literature in sales process. For this you must have system administration rights. So, begin with:
- Navigate to sales> sales literature and click NEW from the Ribbon to create a new document and save it after filling information.
Fill out the key information like title and subject, these are out of box entities.
Title: is an option set and can be customized in the sales literature entity, in Settings> Customization.
Subject: can be customized as per your business need by navigating to settings> business management.
There are two fields in the right up corner of the form which help to manage the library.
Here you can set the expiry date of the literature for the products which are seasonal or just for short time promotion.
It is a Dynamic CRM look up field to assign the owner for the document, which can be helpful for marketing team responsible for updating the literature.
- After the record has been saved, it will show the sales attachment field where you can attach a document.
- When you click on +, a new dialog box will popup, fill in all details about the document to be attached here.
After the setup of the sales literature library, user can now send it either by Dynamic CRM or send it by outlook.
In Dynamic CRM it can be send as follows:
In Outlook, open outlook client and select the created record or existing record you want to send the email. After that attach sales literature attachment and send the email to selected contact.
With this, you can improve the sales by educating the customers about the products and help them making buying decisions. Do you think it can help in the marketing assets too?