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Microsoft CRM: Sales
Accessible from Microsoft outlook and the web, Microsoft CRM sales is designed to help your sales team work without limits – on the road or at the desk, online and offline; they’ll have comprehensive customer and product information.
Key Features
Microsoft Outlook integration
Work online or offline using Microsoft Outlook, with access to accounts, opportunities, products, quotes, orders, sales literature, and more. Microsoft CRM contacts, appointments, tasks, and e-mail capabilities are integrated with Outlook.
Complete customer view
View and manage customer account activity and history, including: contact information, communications, open quotes, pending orders, invoices, credit limits, and payment history.
Lead routing and management
Track information on prospective customers, then qualify and assign inquiries. Leads entered into Microsoft CRM can be automatically routed to the correct salespeople or teams based on rules defined by the business or administrator.
Opportunity management
Convert qualified leads to opportunities without data re-entry, and then easily track opportunities through the sales cycle.
Sales process management
Track and close sales consistently and efficiently with workflow rules that automate stages in the selling process.
Product catalogue
Use a full-featured product catalogue that includes support for complex pricing levels, units of measure, discounts, and pricing options.
Order management: quotes, orders, and invoices
Convert quotes to orders, then modify and save orders until they are ready to be submitted. If a financial application is integrated, invoices for orders are published automatically into Microsoft CRM from that system.
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 and maintain a searchable library of sales and marketing materials, including brochures, white papers, and competitor information.
Competitor tracking
Maintain detailed information on competitors and associate that information with opportunities and sales literature. Reporting functionality tracks competitor activity by product, region, or other criteria.
Workflow
Use workflow rules to automate leads routing, notifications, and escalations, as well as generate and send auto-response e-mail to customer requests.
Correspondence and mail merge
Use customisable templates to create and send e-mail to targeted prospects and customers. Print communication materials can be created and sent to prospects and customers using Microsoft Word Mail Merge.
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