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Microsoft CRM Sales Features
Designed to help your sales team work without limits, Microsoft CRM Sales can be used online or offline with Microsoft Outlook, or from any location with a Web browser. A familiar, intuitive UI and simple work tools make it easy for users to get started fast, with little training.
Microsoft Outlook or Web access
Work online or offline through Microsoft Outlook with access to full sales functionality, including contacts, opportunities, accounts, product
catalogue, quotes and orders, sales literature, activities, e-mail, and more. Work from any location using a Web browser
Complete customer view
View and manage customer account activity and history, including; contact information, communications, open quotes, pending orders, invoices, credit limits, and payment history.
Opportunity management
Easily convert leads to opportunities without data re-entry, and then track opportunities throughout the sales cycle. Use customizable workflow rules to automate leads routing, notifications and escalations, and opportunity and pipeline activity management.
Sales process management
Ensure sales opportunities are tracked and closed consistently and efficiently, with customizable workflow rules that automate stages in the selling process.
Information sharing
Share information about contacts, accounts, opportunities, orders and more by granting share access on an ad hoc basis. Tightly integrated Sales and Customer Service modules let salespeople view accurate, updated information about customer support incidents, contracts, and other data relevant to customer needs and
satisfaction.
Quotes
Create and modify accurate quotes for prospects and existing customers, using a full-featured product
catalogue that supports complex pricing levels, units of measure, and discounts.
Order management
Convert quotes to orders, and then modify and save orders until they are ready to be submitted.
Sales force management (quotas)
Measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the salesperson's quota.
Territory management
Manage and evaluate territory-based sales processes with workflow rules and reports.
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 fo sales and marketing materials, including brochures, white papers, competitor information and more.
Competitor tracking
Maintain a library of detailed competitor information and associate that information with
opportunities and sales literature. Run reports that track competitor activity by product, region and other criteria.
Direct e-mail; print communications
Using customizable templates, create and send e-mail to targeted prospects and customer groups. Create and send print communications using Microsoft Word Mail Merge.
Integration with Microsoft Business Solutions
Microsoft CRM integrates easily with Microsoft Business Solutions ERM applications. Key data mapping includes accounts, contacts, product
catalogue, pricing lists, orders and invoices.
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