Microsoft Dynamics CRM for Sales
Increase sales efficiency
- Microsoft Dynamics CRM “plug in” can be installed within Microsoft Outlook to increase
efficiency and productivity.
- Eliminate the need to track emails in both Microsoft Outlook and Dynamics CRM.
- Increase employee efficiency and effectiveness with CRM integration into the Microsoft
Office suite of products.
- Add your Outlook contacts to Dynamics CRM with just a few clicks.
- Take advantage of the advanced search feature to quickly locate key data points.
- Duplicate detection informs you of duplicate data found in different accounts and
decreases redundant work.
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Microsoft Dynamics CRM for Sales
Automate your lead generation and tracking processes
- Upload and track all lead information in one central repository.
- Link emails with applicable leads or opportunities automatically in real time.
- Distributed leads and associated tasks to appropriate sales people automatically.
- Customize lead qualification, lead grading, and conversion criteria.
- Quickly and easily analyze data to develop leads for new offerings from among current
customers.
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Microsoft Dynamics CRM for Sales
Successfully turn opportunities into sales
- Track and complete sales more quickly by managing critical information for each opportunity from one central location.
- Customize special offers and pricing for each individual opportunity.
- Expand tracking of competitors and improve positioning of your company and product offering.
- More quickly and easily track actual revenue with order and invoice analysis.
- Create consistent, company-wide sales procedures.
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Microsoft Dynamics CRM for Sales
Enhance pipeline management
- Regularly monitor the sales channel and revenue projections to improve financial planning, product management and sales forecasting.
- Track specific revenue goals by date, fiscal period, or other criteria.
- Detect significant business trends by analyzing won or lost deals to optimize sales performance.
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Microsoft Dynamics CRM for Sales
Simplify account management
- Monitor all activities, communication and correspondence for every individual customer or contact.
- More easily detect an account’s key contacts including the champion, decision maker, influencer, or recommender and uncover any sales roadblocks.
- Quickly and easily identify cross-sell and up-sell opportunities for each customer.
- Monitor renewal dates and information on each customer contract.
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Microsoft Dynamics CRM for Sales
Enhance account planning and sales management
- Increase your organizations efficiency and effectiveness by establishing territories and sales teams.
- Improve price consistency and special offer tracking with the creation of price lists, and promotional discounts.
- Create role- and group-based permissions for quick and easy data distribution or to enable team leaders or managers to see information not suitable for more junior sales people.
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Microsoft Dynamics CRM for Sales
Increase awareness and enhance the decision making process
- Analyze performance data in real-time.
- Take advantage of pre-built reports to analyze specific sales data without the need for help from the IT department.
- Benefit from a more complete, 3 dimensional view of customers from initial contact, through the purchase process and post-purchase communications to develop an informed analysis of each customer and reveal potential trends across all customers.
- Use predictive analytics to better analyze data such as key up-sell opportunities based on analysis of historical data across all customers.
- The web-based and easy to use Report Wizard enables you to create customized reports on-the-fly.
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