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 optimise the sales process.

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.

Opportunities - Manage opportunities effectively

• Close deals faster by centrally tracking key data and attributes for each deal.
• Create and monitor customised 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.

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 organisations.

Planning - Improve sales planning, 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 Center.
• Use strong role- and group-based permissions for easy information distribution.

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.

Workflows - Simplify workflow processes

• Improve productivity with personal, team, or organisational 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.

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.

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.

White Papers

Improving Sales Productivity
Sales & Marketing - The New Power Couple
CRM and Social Networking

Product Brochures

Sales Role Factsheet