Sales Force Automation

Sales Force Automation

Improve sales planning & management

Set up and define territories, teams, price lists, discounts and unit groups, strong role-based and group-based permissions, best practices.

Automate your lead system

Track leads in one centralized system, automatically associate email messages with relevant leads or opportunities, assign leads and tasks automatically based on predefined rules , streamline lead scoring and conversion, Instantly segment your customer database to identify new leads

Manage opportunities effectively

Close deals faster by centrally tracking key deal information, effective team selling with team-based ownership, Customized offers and pricing for each opportunity, Competitor tracking, Embedded document management capabilities, Establish consistent sales with predefined workflows, Track generated revenue with out-of-box order and invoice tracking, Use leading sales methodologies like Miller Heiman , SPI and TAS

Streamline accounts management

Track all activities and interactions for each contact and account, Identify influencers, constituents, allies and roadblocks for each account, Identify cross-sell and up-sell opportunities with embedded analytics, Automatically track contract renewal dates and details

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, Improve communication and team collaboration through seamless integration with Microsoft Office products, 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.

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. Instantly track sales quota versus attainment at individual or group level. Identify key trends for deals won or lost and optimize the sales process.

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. Automate simple or multilevel approvals with predefined workflows. Automate scoring and distribution of leads. Set alerts for key events or milestones. Define and enforce consistent sales processes enterprise wide.

Leverage 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 and cross-sell opportunities right on the spot.

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 analysis 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.