Microsoft Dynamics CRM - Sales Solutions
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The document outlines features of Microsoft Dynamics CRM aimed at enhancing sales force automation, including planning, lead tracking, opportunity management, and account management capabilities. It emphasizes the integration with Microsoft Office for improved productivity, mobility for on-the-go data access, and analytics for decision-making insights. Overall, it showcases tools designed to streamline sales processes, improve collaboration, and increase closure rates.
Microsoft Dynamics CRM - Sales Solutions
- 1. © Microsoft
- 2. © MicrosoftSALESSOLUTIONSSales Force AutomationOptimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.
- 3. 1.PlanningSet up territories and teams for optimal organizational efficiency.
- 4. Create price lists, discounts and unit groups to streamline offer management.
- 5. Post sales best practices and tips in the Resource Center.
- 6. Use strong role-based and group-based permissions for easy information distribution.© Microsoft© Microsoftwww.nerea.com
- 8. 2. LEADSBetter coordinate with marketing by tracking leads in one centralized system.
- 9. Automatically associate email messages with relevant leads or opportunities.
- 10. Assign leads and tasks automatically based on predefined rules.
- 11. Instantly light up the most promising leads with conditional formatting.
- 12. Use guided dialogues to streamline the qualification process.
- 13. Streamline lead scoring and conversion.
- 14. Instantly segment your customer database to identify new leadswww.nerea.com© Microsoft
- 16. 3. OPPORTUNITIES•Close deals faster by centrally tracking key deal information.•Enable more effective team selling with team-based ownership.•Create and monitor customized offers and pricing for each opportunity.•More effectively position against the competition with seamless competitor tracking.•Better identify and leverage extended relationships (lawyers, consultants) in the sales process.•Streamline proposal creation with embedded document management capabilities.•Establish consistent sales processes enterprise-wide with predefined workflows.•Track generated revenue with out-of-box order and invoice tracking.•Use leading sales methodologies like Miller Heiman, SPI and TAS right within Microsoft Dynamics CRM.www.nerea.com© Microsoft
- 18. 4. Streamline account managementTrack all activities and interactions for each contact and account.
- 19. Identify influencers, constituents, allies and roadblocks for each account.
- 20. Quickly identify cross-sell and up-sell opportunities with embedded analytics.
- 21. Automatically track contract renewal dates and details.
- 22. Better understand complex organizational structures with hierarchal relationship tracking.© Microsoftwww.nerea.com
- 24. 5. TimesaversUse Microsoft Dynamics CRM right within Microsoft Office Outlook.
- 25. Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
- 26. Improve communication and team collaboration through seamless integration with Microsoft Office products.
- 27. Promote Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks.
- 28. Reduce wasted cycles with robust data import and data de duplication features.
- 29. Ensure your sales people are working on the most current data with bidirectional data synch between Microsoft Office Excel and Microsoft Dynamics CRM.www.nerea.com© Microsoft
- 31. 6. PipelineEasily track the sales pipeline for improved financial planning.
- 32. Increase accuracy of revenue projections with individual or rollup forecasting.
- 33. Track revenue goals by dates, financial periods or other predefined criteria.
- 34. Instantly track sales quota versus attainment at individual or group level.
- 35. Identify key trends for deals won or lost and optimize the sales process© Microsoftwww.nerea.com
- 37. 7. WorkflowsImprove productivity with personal, team, and organizational workflows.
- 38. Leverage guided dialogues across the sales organisation to reduce training and ramp-up time.
- 39. Automatically create or assign tasks and activities when rules are triggered.
- 40. Automate simple or multilevel approvals with predefined workflows.
- 41. Automate scoring and distribution of leads.
- 42. Set alerts for key events or milestones.
- 43. Define and enforce consistent sales processes enterprise widewww.nerea.com© Microsoft
- 45. 8. Mobility: Mobile Express for Microsoft Dynamics CRMAccess customer data from any web-enabled device anywhere, anytime.
- 46. Track budgets and push through approvals while on the road.
- 47. Create or update campaigns on the fly.
- 48. Update, qualify or assign leads while on the road.
- 49. Track key marketing metrics while on the road with rich offline reportingwww.nerea.com© Microsoft
- 51. 9. Analytics: Gain key insights for decision makingMeasure your marketing success with key performance indicators (KPIs).
- 52. Gain business insight with flexible dashboards and inline data visualization.
- 53. Follow key marketing objectives with comprehensive goal-tracking capabilities.
- 54. Track key campaign indicators with built-in reports.
- 55. Identify trends and allocate resources with powerful predictive analytics.
- 56. Use robust data cubes for trending analysis.www.nerea.com© Microsoft
- 59. Belgium
- 60. and FranceIf you are interested in a Demo. Please don’t hesitate to contact us.info@nerea.com