|
Microsoft Dynamics CRM 3.0 Sales makes it easy to manage leads
and opportunities, measure and forecast sales activity, track customer contacts,
and automate the sales process—helping ensure a shorter sales cycle, higher
close rates, and improved customer retention.
-
Small Business Edition is for 75 or fewer users and
must be installed on Microsoft Small Business Server.
-
Professional
Edition is for any number of users and can be installed on any Windows
2003 Server with Service Pack 1 or higher.
-
Manage work more easily. Microsoft CRM delivers CRM functionality as a natural
extension of Microsoft Office Outlook. Manage customer e-mail, appointments,
tasks, and contacts from a single business application.
-
Build better relationships. Use 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.
-
Cultivate new sales. Use simple, wizard-driven sales and marketing tools to
keep your sales prospects and customers informed of new product and service
offerings.
-
Analyze sales performance. Comprehensive reports let you forecast sales,
measure business activity and performance, track sales and service success, and
identify trends, problems, and opportunities.
-
Work away from the office. Access full sales functionality online or offline
through Microsoft Outlook, or work from any location using the Web client or
Microsoft Windows Mobile–based Pocket PC.
About Microsoft CRM 3.0
-
Native Microsoft Outlook experience. Manage your sales, service and marketing
relationships within a single business application. Automatically synchronize
Outlook E-mail, Calendar, Tasks, and Contacts with your Microsoft CRM database.
-
Complete customer view. View and manage customer account activity and history,
including contact information, detailed notes, document attachments,
communications, open quotes, pending orders, invoices, and credit limits.
-
Lead routing and management. Track information on prospective customers, then
qualify and assign inquiries. Leads can be automatically routed to the correct
salespeople or teams.
-
Opportunity management. Easily convert qualified leads to opportunities
without data re-entry and then track opportunities throughout the sales cycle.
-
Sales process management. Initiate, track, and close sales consistently and
efficiently with workflow rules that automate stages in the selling process.
-
Sales and marketing list management. Import purchased sales and marketing
lists to fuel your sales efforts. Measure list effectiveness and maintain
marketing lists for annual sales campaigns.
-
Quick campaigns and sales campaigns. Use wizard-driven tools to keep your
customers informed and aware of your new products and services.
-
Opportunity roles and relationships. Build and maintain sales relationships
enabling your sales professionals to relate to decision makers, influencers, and
financial stakeholders within sales opportunities.
-
Product catalog. Work with a full-featured product catalog that includes
support for complex pricing levels, units of measure, discounts, and pricing
options.
-
Quote and order management. Create and convert quotes to orders, then track
and manage orders throughout their life cycle. If a financial application is
integrated, invoices for orders are published automatically into Microsoft CRM
from that system.
-
Quotas. Use quotas to 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, enabling them to
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 of sales
and marketing materials, including brochures, white papers, and competitor
information.
-
Competitor tracking. Maintain detailed information on competitors in a library
and associate that information with opportunities and sales literature. Track
competitor activity by product, region, or other criteria.
-
Workflow. Automate leads routing, notifications, and escalations. Workflow
rules also make it easy to generate and send auto-response e-mail to customer
requests.
-
Correspondence and mail merge. Use customizable templates to create and send
e-mail to targeted prospects and customers. Print communication materials can be
created and sent using Microsoft Word Mail Merge.
|
|
