Sales

Empower your sales team

Optimise your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates and achieve real-time insight.

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

Automate your lead system

• Better coordinate with marketing by tracking leads in one centralised system
• Automatically associate email messages with relevant leads or opportunities
• Assign leads and tasks automatically based on predefined rules
• Instantly light up the most promising leads with conditional formatting
• Use guided dialogues to streamline the qualification process
• 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
• Enable more effective team selling with team-based ownership
• Create and monitor customised offers and pricing for each opportunity
• More effectively position against the competition with seamless competitor tracking
• Better identify and leverage extended relationships (lawyers, consultants) in the sales process
• Streamline proposal creation with embedded document management capabilities
• Establish consistent sales processes enterprise-wide with predefined workflows
• Track generated revenue with out-of-box order and invoice tracking
• Use leading sales methodologies like Miller Heiman, SPI and TAS right within Microsoft CRM.

 Streamline Account Management

• Track all activities and interactions for each contact and account
• Identify influencers, constituents, allies and roadblocks for each account
• Quickly identify cross-sell and up-sell opportunities with embedded analytics
• Automatically track contract renewal dates and details
• Better understand complex organisational structures with hierarchal relationship tracking.

Boost sales productivity

• Use Microsoft 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 CRM with a few clicks
• Ensure your sales people are working on the most current data with bidirectional data synch between Microsoft Excel and Microsoft 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 optimise the sales process.

Simplify Workflow Processes

• Improve productivity with personal, team and organisational workflows
• Use guided dialogues across the sales organisation 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.

Mobiles your Sales Team

• 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 visualisation
• View key performance indicators in real time with prebuilt 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.