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Microsoft Dynamics CRM – Sales Management

 


Email Templates & Quick Campaigns

Creating a Simple Workflow

Using the Outlook Interface

Add a QuickList

 
     

Streamline and automate your sales processes and enable sales people to create a single view of the customer to help ensure a shorter sales cycle, higher close rates, and improved customer retention.

  • Understand your customers better by creating a centralized, customizable view of your customer’s preferences, relationships, and activity history to better understand and meet their needs.
  • Spend time with the right leads and prospects. Establish consistent follow-up processes and automate sales activities with powerful system workflow.
  • Increase sales success by shortening the sales cycle and improving win rates with lead and opportunity management, automated lead routing, sales process management, and competitor tracking.
  • Use simple, wizard-driven sales and marketing features to keep your sales prospects and customers informed of new product and service offerings.
  • Analyze sales performance by using flexible reporting to forecast sales, measure business activity and performance, track sales and service success, and identify trends, problems, and opportunities.
  • Manage work more effectively by offering customer relationship management functionality as a natural extension of Microsoft® Office Outlook® messaging and collaboration client. Manage customer e-mail, appointments, tasks, and contacts from a single business application.