Sales Force Automation
Get your sales force quickly up to speed with the advanced but easy-to-use features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales.
Planning
Set up territories and teams for optimal organizational efficiency.
Create price lists, discounts, and unit groups to streamline offer management.
Post sales best practices and tips in the Resource Center.
Use strong role- and group-based permissions for easy information distribution.
Leads
Capture and track all lead details in one system.
Automatically associate e-mail messages with relevant leads/opportunities.
Assign leads and tasks automatically.
Simplify lead qualification, scoring, and conversion.
Easily segment data to generate leads from your customer base.
Opportunities
Close deals faster by centrally tracking key data and attributes for each deal.
Create and monitor customized offers and pricing for each opportunity.
Better track and position against competitors.
Track actual revenue dollars by creating/tracking orders and invoices.
Establish consistent sales processes enterprisewide.
Use leading sales methodologies like Miller Heiman, SPI, and TAS within Microsoft Dynamics CRM.
Streamline account management
Track all activities and interactions for each contact or account.
Identify influencers, constituents, allies, and roadblocks for each account.
Quickly identify cross-sell and up-sell opportunities.
Track contract renewal dates and details.
Define the parent-child relationships that depict complex organizations.
Productivity
Use Microsoft Dynamics CRM within Microsoft Office Outlook.
Eliminate redundant e-mail tracking.
Improve communication and team collaboration through seamless integration with Microsoft Office products.
Promote Office Outlook contacts to Microsoft Dynamics CRM with a few mouse clicks.
Easily identify key data points through advanced search.
Reduce wasted cycles with robust data-cleansing features.
Pipeline
Track the sales pipeline for improved financial planning.
Increase accuracy of revenue projections with individual or roll-up forecasting.
Track revenue goals by dates, fiscal periods, or other predefined criteria.
Identify key trends for deals won/lost and optimize the sales process.
Workflows
Improve productivity with personal, team, or organizational workflows.
Automatically create or assign tasks and activities when rules are triggered.
Automate simple or multilevel approvals.
Automate scoring and distribution of leads.
Set alerts for key events to take proactive measures.
Define and enforce consistent sales processes enterprisewide.
Mobility
Empower your sales force with real-time access to customer data from any Web-enabled device.
Better prepare for customer meetings via real-time account details.
Rapidly respond to customer requests while on the road.
Continuously work details by updating and receiving leads 24/7.
Discover new up-sell/cross-sell opportunities right on the spot.
Analytics
View key performance indicators in real time with intuitive dashboards.
Use built-in sales reports to conduct detailed analyses without IT assistance.
Use robust data cubes for insightful trending analysis.
Employ predictive analytics to identify key selling scenarios.
Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.
