Sales Force Automation

Get your sales force 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 sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales.

View online demo’s on Guide Processes and Flexible Goal Management to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.

Dynamics CRM - Guided Processes Demo
 
Flexible Goal Management Demo

Sales Force Automation with Microsoft Dynamics CRM Delivers Endless Benefits:

Planning - Improve sales planning and management
  • Use strong role-based and group-based permissions for easy information distribution
  • Set up territories and teams for optimal organizational efficiency.
  • Create price lists, discounts and unit groups to streamline offer management.

Leads - Automate your lead system and close deals faster

  • Instantly light up the most promising leads with conditional formatting.
  • Use guided dialogues to streamline the qualification process.
  • Assign leads and tasks automatically based on predefined rules.
  • Automatically associate email messages with relevant leads or opportunities.

Opportunities - Manage opportunities effectively

  • Enable more effective team selling with team-based ownership.
  • Streamline proposal creation with embedded document management capabilities.
  • Establish consistent sales process enterprise-wide with predefined workflows.
  • Track generated revenue with out-of-box order and invoice tracking.

Accounts - Streamline account management by tracking all activities and interactions

  • 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 organizational structures with hierarchal relationship tracking.

Timesavers - 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.
  • Promote Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks.
  • Ensure your sales people are working on the most current data with bidirectional data synch between Microsoft Office Excel and Microsoft Dynamics CRM.

Pipeline - 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.
  • Identify key trends for deals won or lost and optimize the sales process.

Workflows - Simplify workflow processes

  • Improve productivity with personal, team, and organizational workflows.
  • Leverage guided dialogues across the sales organization to reduce training and ramp-up time.
  • Automatically create or assign tasks and activities when rules are triggered.
  • Set alerts for key events or milestones.

Analytics - Gain visibility and improve decision making

  • Gain business insight with flexible dashboards and inline data visualization.
  • View key performance indicators in real time with prebuilt dashboards.
  • Use built-in sales reports to conduct detailed analyses without IT assistance.
  • Employ predictive analytics to identify key selling scenarios.

Dynamics CRM Pricing.
Confirm a price estimate for Microsoft Dynamics CRM or Microsoft Dynamics CRM Online – including software license costs, maintenance fees and estimated implementation services. Get a Dynamics CRM Quick Quote.