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Microsoft Dynamics CRM 4.0 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.
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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.
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Build better relationships. Use a centralized, customizable
view of your customer -- preferences, relationships, and activity
history to better understand and meet their needs
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Improve sales qualification. Spend time with the right
leads and prospects. Establish consistent follow-up processes
and automate sales activities with powerful system workflow.
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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.
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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.
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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.
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Work away from the office. Access full sales functionality
online or offline through Microsoft Outlook, or work from any
location using the Web client .
About Microsoft CRM 4.0
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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.
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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.
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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.
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Opportunity management. Easily convert qualified leads
to opportunities without data re-entry and then track opportunities
throughout the sales cycle.
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Sales process management. Initiate, track, and close
sales consistently and efficiently with workflow rules that
automate stages in the selling process.
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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.
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Quick campaigns and sales campaigns. Use wizard-driven
tools to keep your customers informed and aware of your new
products and services.
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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.
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Product catalog. Work with a full-featured product
catalog that includes support for complex pricing levels, units
of measure, discounts, and pricing options.
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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.
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Quotas. Use quotas to measure employee sales performance
against goals. As opportunities are closed in Microsoft CRM,
they are credited against the assigned quota.
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Territory management. Create territories for salespeople,
enabling them to manage and evaluate territory-based sales processes
with workflow rules and reports.
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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.
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Sales literature. Create, manage, and distribute a
searchable library of sales and marketing materials, including
brochures, white papers, and competitor information.
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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.
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Workflow. Automate leads routing, notifications, and
escalations. Workflow rules also make it easy to generate and
send auto-response e-mail to customer requests.
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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.
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