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CRM Sales
The Sales module makes it easy to manage leads and opportunities, measure and forecast sales activity, track customer contacts and automate the sales process, helping ensure a shorter sales cycle, higher close rates and improved customer retention.
Account Management
- sales process management: initiate, track and close sales consistently and efficiently with workflow rules that automate stages in the selling process
- sales and marketing list management: import purchased sales and marketing lists to fuel your sales efforts. Measure list effectiveness and maintain marketing lists for annual sales campaigns
- opportunity roles and relationships: build and maintain sales relationships enabling your sales professionals to relate to decision-makers, influencers and financial stakeholders within sales opportunities
- quick campaigns and sales campaigns: use wizard-driven tools to keep your customers informed and aware of your new products and services
Opportunity Management
- lead routing and management: track information on prospective customers, then qualify and assign inquiries. Leads can be automatically routed to the correct salespeople or teams
- opportunity management: easily convert qualified leads to opportunities without data re-entry and then track opportunities throughout the sales cycle
- product catalogue: work with a full-featured product catalogue that includes support for complex pricing levels, units of measure, discounts and pricing options
- quote and order management: create and convert quotes to order, then track and manage orders throughout their life cycle. If a financial application is integrated, invoices for orders are published automatically into Microsoft CRM from that system
- competitor tracking: maintain detailed information on competitors in a library and associate that information with opportunities and sales literature. Track competitor activity by product, region or other criteria
Information Management
- quotas: use quotas to measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the assigned quota
- territory management: create territories for salespeople, enabling them to manage and evaluate territory-based sales processes with workflow rules and reports
- 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
- sales literature: create, manage and distribute a searchable library of sales and marketing materials, including brochures, white papers and competitor information.
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