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Honest answers to all your CRM questions

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.

Sales Force Automation
Setting sales quotas in Microsoft Dynamics CRM

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.

Online Lead Management Software
Lead tracking and routing in Microsoft Dynamics CRM

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.

CRM Sales Software
Sales opportunity and process management in Microsoft Dynamics CRM

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.

Online Lead Management
Account Management and hierarchies in Microsoft Dynamics CRM

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.

Sales Force CRM
Contact Management within Microsoft Office Outlook

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.

CRM Sales Software Automation
Real-time pipeline analysis and forecasting with Microsoft Dynamics CRM embedded in Microsoft Office SharePoint Server

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.

CRM Automation
Automating Lead Routing with Microsoft Dynamics CRM Workflow.

Mobility

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/cross-sell opportunities right on the spot.

Mobility
Accessing Microsoft Dynamics CRM through your browser-enabled device.

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.

Analytics
Uncover data trends and customer insights with Microsoft Dynamics CRM Analytics Foundation