Microsoft CRM Sales Features

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)

Manage and evaluate territory-based sales processes with workflow rules and reports.

Territory management

Measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the salesperson's quota.

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

View, sort and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes, and evaluate business performance.

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.