Microsoft Dynamics CRM Sales Force Automation
Microsoft Dynamics CRM makes it easy for sales teams to manage leads and opportunities, measure and forecast sales activity and automate sales processes to transform sales effectiveness.
With sales driven tools, Microsoft Dynamics CRM 4 helps businesses cut their sales cycles, strengthen customer retention and exceed growth targets. Through native MS Office integration and the familiar Outlook interface, Microsoft Dynamics CRM provides a natural user experience that drives user adoption throughout sales teams.
|
Microsoft CRM Sales Force Automation is for businesses that want to:
-
Apply more efficient and consistent sales processes across sales teams.
-
Deploy a comprehensive sales automation package that sales staff will actually use.
-
See a true 360-degree view of each customer.
-
Reduce administration so that sales cycles can be shortened and sales people have more time to sell.
-
Track sales performance indicators and use reliable forecast information.
What Microsoft CRM Sales Force Automation delivers:
Sales Team & Territory Management
-
Territory Alignment - define territories to associate with each salesperson for effective division of labour.
-
Resource Centre - Microsoft CRM's sales resource centre offers a central repository in which to store ideas and best practices.
-
Quota Management - track sales opportunities and goal attainment at an individual and team level.
-
Lead Assignment & Routing - set-up rule based routing and assignment options to automatically assign leads to individuals.
-
Workflows & Rules - assign rules and workflows for consistent and enforced lead qualification driven by robust rules.
|
|
|
Lead Management
-
Lead Capture & Import - manual and automatic lead creation capabilities create, copy and relate leads. Leads can also be imported from external sources using the lead import wizard and online forms can also capture leads from web sites.
-
Lead Tracking - monitor leads from response to conversion including lead source tracking, status changes, audit trail and history tracking. Native Outlook integration ensures that customer emails are automatically associated with leads.
-
Lead Conversion - includes inbuilt capability to convert responses to opportunities, accounts and leads or even multiple entities, for example and account and an opportunity.
-
Prospecting - segment data, create prospect lists and run queries on customer attributes for targeted prospecting.
-
Qualification & Scoring - Microsoft Dynamic CRM includes automated capabilities to qualify, disqualify, close, reactivate & score leads.
-
Assignment - assign leads to individual manually and schedule associated activity, create lead queues or use Dynamics CRM's workflow engine to set-up rule based routing and assignment.
|
|
Opportunity Management
-
Deal Tracking - capture complete deal information in one place including revenue projections, probability, close dates and the product mix for systematic sales tracking.
-
Competitor Analysis - track known competitors associated with each deal and use the inbuilt SWOT analysis worksheet to identify strengths and weaknesses and response accordingly.
-
Assign Tasks / Leads - manually or automatically assign tasks and leads to individual groups.
-
Products & Pricing - create product catalogues, price lists and discount lists to associate products with a sales opportunity for reduced data input and faster quote preparation.
-
Workflows & Rules - with Microsoft Dynamics CRM automatic and repeatable sales processes can be applied which reflect you own sales methodology to help people close their deals and lower the cost of selling.
-
From Quote to Order - includes comprehensive quote, order and invoice processes so there's no need to navigate between different applications. Seamless MS Office integration enables orders to be built in MS Word and MS Excel.
Account Management
-
Data Quality Control - easily merge, purge and cleanse data for less duplication and better data quality.
-
Contact & Activity Management - continually track contact details and interactions for meaningful communications and a 360° customer view.
-
Query & Search - perform global keyword searches and queries to slice and dice data and create custom views to uncover new opportunities.
-
Contract Management - create and manage a repository of products, maintenance contracts and renewal notifications.
|
|
MICROSOFT DYNAMICS
CRM VIDEOS
|
|
Sales Automation demonstration
Better & faster sales workflows
Live management reporting
|
|
|
|
Forecasting & Sales Analytics
-
Dashboards - customise dashboards around key sales performance indicators for a personalised view of the data that's important to you. Dashboard components can include SQL report links, pipeline charts, revenue targets vs actual charts, budget tracking and more. Drill down on any dashboard window for more analysis.
-
Pipeline Tracking - analyse actual vs estimated pipeline and drill down by stage, probability and other attributes. Microsoft Dynamics CRM includes capability for detailed pipeline queries and predictive business intelligence.
-
Forecasting - forecast on an individual basis or roll-up prospects for detailed forecasting insight and meaningful revenue projections.
-
Out-of-Box Reports - sales focused reports include win/loss, quota management and lead source effectiveness reports so that key sales performance indicators can be assessed and analysed.
-
Custom Report Wizard - create bespoke sales reports using any fields in the database and add charts using wizard steps.
How Businesses Benefit from Dynamics CRM Sales Automation:
For Business Owners, Managing Directors, Marketing Directors and Executives
-
Identify new opportunities, cut sales cycles and use resources more efficiently to lower the cost per sale.
-
In depth sales reporting, presents relevant data for clear visibility of performance indicators and business insight to support better corporate decision making.
-
Deployment model through Outlook, Web &/or mobile device is relevant to sales teams so there's fast user adoption and increased staff satisfaction.
For Sales Managers
-
Real-time tracking of key metrics enables managers to take proactive steps and react more nimbly to change.
-
Workflow processes enforce consistency and avoids wasted resources.
-
Sales friendly and familiar Outlook interface reduces training, increases user adoption and encourages data input.
-
A single source of customer and prospect information in Microsoft CRM including integration with legacy systems means greater sales empowerment and improved morale.
For Sales Staff
-
Cuts manual processing giving sales teams more time to sell and more time to develop personal relationships with customers.
-
Use complete customer information to better understand individual needs, drivers and buying habits for improved proactive cross-selling and up-selling.
-
Seamlessly track sales opportunities and customer communications to improve personal productivity.
-
Avoids downtime and supports faster turnaround of sales prospects for improved close rates.
|
|
