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
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
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.
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.
Work with a full-featured product catalogue that includes support for complex pricing
levels, units of measure, discounts, and pricing options.
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
Use quotas to measure employee sales performance against goals. As opportunities
are closed in Microsoft CRM, they are credited against the assigned quota.
Create territories for sales people, enabling them to manage and evaluate territory-based
sales processes with workflow rules and 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.
Create, manage, and distribute a searchable library of sales and marketing materials,
including brochures, white papers, and competitor information.
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.
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