Microsoft Dynamics CRM Sales Functionality
Ensure a shorter sales cycle, achieve higher close rates, and improve customer retention. Rich, highly integrated features of Microsoft CRM streamline and allow sales automation processes and strategy, so your team can do what they do best: sell.
Monitor and manage the entire sales process
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Account management.
View past and current account activity, including contact information, communications, open quotes, pending orders, invoices, credit limits, and payment history.
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Lead tracking and routing.
Track prospective customers and then convert them into qualified leads, which are automatically routed to the correct salespeople or teams for follow-up.
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Opportunity management.
Capture important sales information to uncover new business opportunity. Use Microsoft Dynamics sales pipeline analysis reports to create precise sales forecasts.
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Customer communications.
Use e-mail templates to communicate with targeted prospects and customers. Create print materials, and then send to prospects via Microsoft Office Word Mail Merge.
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Quote generation.
Create quotes and track their conversion to orders. Modify and save orders until they are ready for submission.
Sales team management
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Sales quotas.
Measure employee sales performance against goals. As opportunities are closed in Microsoft Dynamics CRM, they are credited against the assigned quota.
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Territory management.
Create territories for salespeople and enable them to manage and evaluate territory-based sales processes with workflow rules and reports.
Accessing decision-driven information
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Competitor tracking.
Maintain detailed information about competitors and track competitor activity by product, region, or other criteria.
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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.