Sales Force Automation
Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.
Planning
Improve sales planning, management
- 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.
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Leads
Automate your lead system
- Better coordinate with marketing by tracking leads in one centralized system.
- Automatically associate e-mail messages with relevant leads/opportunities.
- Assign leads and tasks automatically based on predefined rules.
- Instantly light up the most promising leads with conditional formatting.
- Use guided dialogues to streamline the qualification process.
- Streamline lead scoring and conversion.
- Instantly segment your customer
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Opportunities
Manage opportunities effectively
- Close deals faster by centrally tracking key data and attributes for each deal.
- Enable more effective team selling with team-based ownership.
- More effectively position against the competition with seamless competitor tracking.
- Better identify and leverage extended relationships (lawyers, consultants) in the sales process.
- Streamline proposal creation with embedded document management capabilities.
- Establish consistent sales processes enterprise-wide with predefined workflows.
- Track generated revenue with out-of-box order and invoice tracking.
- Use leading sales methodologies like Miller Heiman, SPI and TAS right within Microsoft Dynamics CRM.
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Accounts
Streamline account management
- Track all activities and interactions for each contact and account.
- Identify influencers, constituents, allies and roadblocks for each account.
- Quickly identify cross-sell and up-sell opportunities with embedded analytics.
- Automatically track contract renewal dates and details.
- Better understand complex organizational structures with
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Timesavers
Boost sales and productivity
- Use Microsoft Dynamics CRM right within Microsoft Office Outlook.
- Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
- Improve communication and team collaboration through seamless integration with Microsoft Office products.
- Promote Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks.
- Reduce wasted cycles with robust data import and data deduplication features.
- Ensure your sales people are working on the most current data with bidirectional data synch between Microsoft Office Excel and Microsoft Dynamics CRM.
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Pipeline
Enhance pipeline management
- Easily 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.
- Instantly track sales quota versus attainment at individual or group level.
- Identify key trends for deals won/lost and optimize the sales process.
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Workflows
Simplify workflow processes
- Improve productivity with personal, team, or organizational workflows.
- Leverage guided dialogues across the sales organization to reduce training and ramp-up time.
- Automatically create or assign tasks and activities when rules are triggered.
- Automate simple or multilevel approvals with predefined workflows.
- Automate scoring and distribution of leads.
- Set alerts for key events to take proactive measures.
- Define and enforce consistent sales processes enterprise wide.
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Mobility
Leverage Mobile Express for Microsoft Dynamics CRM
- 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 and cross-sell opportunities right on the spot.
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Analytics
Gain visibility and improve decision making
- Gain business insight with flexible dashboards and inline data visualization.
- 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.
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