Microsoft Dynamics CRM 4.0 - Microsoft CRM Sales Module
 Accessible from either Microsoft Outlook or
Internet Explorer, Microsoft CRM (customer relationship management) Sales module helps sales people
manage all of their leads and opportunities.
Microsoft Dynamics CRM will also measure and forecast sales activity, efficiently track customer
communications, and automate stages in the sales process—helping ensure a shorter cycle and higher
close rates.
Improved customer retention is also obtained by building a superior customer relationship.
Manage Work More Easily
Offer CRM (customer relationship management) functionality as a natural extension of Microsoft
Office Outlook 2007 messaging and collaboration client. Manage customer e-mail, appointments, tasks
and contacts from a single business application.
Understand Your Customers Better
Create a centralized, customizable view of your customer’s preferences,
relationships and activity history to better understand and meet their needs.
Improve Sales Qualification
Spend time with the right leads and prospects. Establish consistent follow-up processes and
automate sales activities with powerful system workflow.
Increase Sales Success
Shorten the sales cycle and improve win rates with lead and opportunity
management, automated lead routing, sales process management and
competitor tracking.
Keep Customers Informed
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
Use flexible reporting to forecast sales, measure business activity and
performance, track sales and service success, and identify trends, problems and opportunities.
Drive Successful Customer Interactions
- Work in a familiar user interface: Manage and monitor all your
interactions within a single business application. Automatically synchronize
Office Outlook 2007 e-mail, calendar, tasks and contacts with your Microsoft
Dynamics CRM database. Automatically convert e-mail messages into contacts,
leads and opportunities.
- Target your communications: Use customizable templates to create and send
e-mail messages to targeted prospects and customers. Quickly create and send communications
using Microsoft Office Word 2007 Mail Merge.
- Work away from the office: Access robust functionality offline or work from
virtually any location using the Web client or a wide variety of Pocket PC devices with Microsoft
Windows Mobile software. Update records, study customer data, carry out analysis and print
quotes even when working offline.
- Improve data quality: Automatically detect and remove duplicate records to
ensure the quality of your customer data.
- Do business globally: Compete effectively for global deals and track sales
information in multiple languages, currencies and time zones seamlessly.
Gain a Comprehensive View of Sales Data
- Gain a complete view of the customer: View and manage account activity and
history, including contact information, attributes, meeting notes, attachments, communications,
open proposals and purchased products.
- Find information quickly: Use Advanced Find and global search to instantly
zero in on key nuggets of information.
- Make the right offers: Effortlessly track all interactions, offers, orders,
contracts and relationships associated with your account so that you can
offer the right product or service at the right time.
- Uncover hidden opportunities: Intuitively track relationships between
customers, partners, influencers and suppliers so you can uncover new
opportunities. Understand and leverage complex business scenarios with
enhanced support for many-to-many relationships.
Manage and Automate Sales Processes
- Improve lead handling and routing: Easily promote qualified leads to new
opportunities with a single click. Automatically deliver the right lead to the right person
according to product, territory, dollar amount or any other criteria.
- Manage quotes and orders: Easily create quotes, convert them to orders, then
track and manage them throughout their life cycle from proposals to invoices.
- Manage territories: Create territories for salespeople, enabling them to
manage and evaluate territory-based sales processes and results.
- Manage sales and marketing lists: Import purchased lists to fuel your sales
efforts. Measure effectiveness and maintain lists for annual sales campaigns.
- Manage contracts: Easily add, edit, and track contracts associated with
individuals or companies, including maintenance contracts and renewal notifications.
- Ensure sales methodology relevance: Initiate, track, and close sales
consistently and efficiently with workflow rules that automate sales stages, lead routing,
notifications and escalations. Empower salespeople to create their own workflows with workflow
tools designed for end users.
Communicate Information Effectively
- Create campaigns quickly: Use wizard-driven tools to keep your customers
informed and aware of your new products and services.
- Track competitors: Maintain detailed information on competitors associated
with opportunities. Track competitor activity by product, region or other criteria.
- Keep a product catalog: Work with a full-featured product catalog that
includes support for complex pricing levels, units of measure, discounts and pricing options.
- Manage sales literature: Create, manage, and distribute a searchable library
of sales and marketing materials, including brochures, white papers and competitor information.
Transform Information into Sales Intelligence
- Generate and use reports: Create, view and sort a wide range of reports to
identify trends, measure and forecast sales activity, track sales processes and evaluate sales
performance. Easily share reports with co-workers.
- Make data relevant: Create insightful and focused dashboards for
executives and top constituents that adeptly highlight key sales metrics
and performance indicators.
- Track pipelines: Execute complex pipeline queries easily so you can gain
insight into leads and opportunities at every stage of the sales cycle.
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