Improve sales planning and management

  • Set up territories and teams for optimal organisational efficiency.
  • Create price lists, discounts and unit groups to streamline offer management.
  • Post sales best practices and tips in the Resource Centre.
  • Use strong role-based and group-based permissions for easy information distribution.

Automate your lead system

  • Better coordinate with marketing by tracking leads in one centralised system.
  • Automatically associate email messages with relevant leads or 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 database to identify new leads.

Manage opportunities effectively

  • Close deals faster by centrally tracking key deal information.
  • Enable more effective team selling with team-based ownership.
  • Create and monitor customised offers and pricing for each opportunity.
  • 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.

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 organisational structures with hierarchal relationship tracking.

Boost sales 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 de-duplication features.
  • Ensure your sales people are working on the most current data with bidirectional data synch between Microsoft Office Excel and Microsoft Dynamics CRM.

Enhance pipeline management

  • Easily track the sales pipeline for improved financial planning.
  • Increase accuracy of revenue projections with individual or rollup forecasting.
  • Track revenue goals by dates, financial periods or other predefined criteria.
  • Instantly track sales quota versus attainment at individual or group level.
  • Identify key trends for deals won or lost and optimise the sales process.

Simplify workflow processes

  • Improve productivity with personal, team and organisational workflows.
  • Leverage guided dialogues across the sales organisation 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 or milestones.
  • Define and enforce consistent sales processes enterprise-wide.

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.

Gain visibility and improve decision making

  • Gain business insight with flexible dashboards and inline data visualisation.
  • View key performance indicators in real time with prebuilt 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.