Microsoft Dynamics CRM has been specifically designed to work the way you do, integrating seamlessly with the Microsoft tools you and your sales force already use. There are 3 key areas where we feel you will really see the benefits:
1. Monitoring and management of entire sales process.
Account Management: View past and current account activity, including contact information, communications, open quotes, pending orders, invoices, credit limits, and payment history.
Lead Tracking and Routing: Track prospective customers and then convert them into qualified leads, which are automatically routed to the correct salespeople or teams for follow-up.
Opportunity Management: Capture important sales information to uncover new business opportunity. Use Microsoft CRM sales pipeline analysis reports to create precise sales forecasts.
Customer Communications: Use e-mail templates to communicate with targeted prospects and customers. Create print materials and then send to prospects via Microsoft Office Word Mail Merge.
Quote Generation: Create quotes and track their conversion to orders; modify and save orders until they are ready for submission.
2. Sales Team management.
Sales Quotas: 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 and enable them to manage and evaluate territory-based sales processes with workflow rules and reports.
3. Accessing decision-driving information.
Competitor Tracking: Maintain detailed information on competitors and track competitor activity by product, region, or other criteria.
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, manage, and distribute a searchable library of sales and marketing materials, including brochures, white papers, and competitor information.
Please Contact Us or call 01296 468160 to find out more.