Sales / Customer Relationship Management

Accessible from Microsoft ® Outlook ® and the Web, Microsoft Business Solutions CRM Sales makes it easy to manage leads and opportunities, measure and forecast sales activity, efficiently track customer communications, and automate stages in the sales process helping ensure a shorter cycle, higher close rates and improved customer retention.

Microsoft Outlook integration

Work online or offline with access to accounts, opportunities, products, quotes, orders, sales literature, and more. Microsoft CRM contacts, appointments, tasks and e-mail capabilities also are integrated with Outlook.

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.

Lead routing and management

Track information on prospective customers, then qualify and assign inquiries. Leads can be automatically routed to the correct sales people or teams.

Opportunity management

Convert qualified leads easily 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.

Product catalogue

Work with a full-featured product catalogue that includes support for complex pricing levels, units of measure, discounts, and pricing options.

Order management

Create and convert quotes to orders, then modify and save orders until they are ready to be quotes, orders, and invoices submitted. 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 sales people, 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. Reporting functionality tracks 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 customisable 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.