CRM for Sales

Microsoft Dynamics CRM sales functionality makes it easy to manage leads and opportunities, measure and forecast sales activity, track customer contacts, and automate the sales process—helping ensure a shorter sales cycle, higher close rates, and improved customer retention.
 
Manage work more easily. Microsoft Dynamics CRM delivers CRM functionality as a natural extension of Microsoft Office Outlook. Manage customer e-mail, appointments, tasks, and contacts from a single business application.

Microsoft CRM 4.0 will allow you to:

  • Build better relationships. Use a centralized, customizable view of your customer’s preferences, relationships, and activity history to better understand and meet their needs.
  • Improve sales qualification. Spend time with the right leads and prospects. Establish consistent follow-up processes and automate sales activities with powerful system workflow.
  • Increase sales success. Shorten the sales cycle and improve win rates with lead and opportunity management, automated lead routing, sales process management, and competitor tracking. 
  • Cultivate new sales. Use simple, wizard-driven sales and marketing tools to keep your sales prospects and customers informed of new product and service offerings. 
  • Analyze sales performance. Comprehensive reports let you forecast sales, measure business activity and performance, track sales and service success, and identify trends, problems, and opportunities.
  • Work away from the office. Access full sales functionality online or offline through Microsoft Outlook, or work from any location using the Web client or Microsoft Windows Mobile–based Pocket PC.

It can perform these tasks due to some of the extensive features in the sales module, which include:

  • Opportunity roles and relationships. Build and maintain sales relationships enabling your sales professionals to relate to decision makers, influencers, and financial stakeholders within sales opportunities.
     
  • Product catalog. Work with a full-featured product catalog that includes support for complex pricing levels, units of measure, discounts, and pricing options.
     
  • Quote and order management. Create and convert quotes to orders, then track and manage orders throughout their life cycle. If a financial application is integrated, invoices for orders are published automatically into Microsoft Dynamics CRM from that system.
     
  • Quotas. Use quotas to measure employee sales performance against goals. As opportunities are closed in Microsoft Dynamics CRM, they are credited against the assigned quota.
     
  • Territory management. Create territories for salespeople, enabling them to manage and evaluate territory-based sales processes with workflow rules and reports.
     
  • Reports. View, sort, and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes, and evaluate business performance.
     
  • Sales literature. Create, manage, and distribute a searchable library of sales and marketing materials, including brochures, white papers, and competitor information.
     
  • Competitor tracking. Maintain detailed information on competitors in a library and associate that information with opportunities and sales literature. Track competitor activity by product, region, or other criteria.
     
  • Workflow. Automate leads routing, notifications, and escalations. Workflow rules also make it easy to generate and send auto-response e-mail to customer requests.
     
  • Correspondence and mail merge. Use customizable templates to create and send e-mail to targeted prospects and customers. Print communication materials can be created and sent using Microsoft Word Mail Merge.