Get your sales teams 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 productivity, streamline sales cycles, and gain insights to drive more sales.
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 |
- 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
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Opportunities
| Manage opportunities effectively |
- 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
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Accounts
| 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
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Productivity
| Boost sales 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
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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
- 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
- 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
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Mobility
| Mobile Express for Microsoft Dynamics CRM-Technical Preview |
- 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
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Analytics
| Gain visibility and improve decision making |
- 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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