SEAMLESS OFFICE INTEGRATION

Native Microsoft Outlook experience:
Use customer database software - that sits neatly alongside Microsoft® Office and Microsoft® Office Outlook®—the applications you probably use every day. From Outlook, access Microsoft CRM sales, CRM marketing, and CRM customer service modules to make sales decisions, market products, solve problems, and get strategic views of your business.

IMPROVE PRODUCTIVITY

Familiar user interface:
Get sales lead management within a single business application that you already know. All your Outlook information, like e-mails, calendar, tasks, and contacts are automatically synchronized with your Microsoft Dynamics CRM database.

Simplified e-mail management:
Promote single or bulk emails from Outlook to Microsoft Dynamics CRM automatically. From smart e-mail matching and tracking systems, to support for non-Exchange mail systems such as POP3 accounts, your e-mail process will be more seamless than ever.

Correspondence and mail merge:
Create and send e-mail to your targeted prospects and customers with customizable templates, or design print communication materials and send with Microsoft Word Mail Merge.

Anywhere, everywhere access:
You’re never far from the functionality of Microsoft Dynamics CRM. Your team can access robust functionality offline or work from any location using the Web client or a Pocket PC device with Microsoft Windows Mobile® software. Your team can use the web based CRM to update records, study customer data, carry out analysis, and print quotes even when they’re working offline.

Better data management:
Use the wizard-based Data Migration Manager to easily migrate data from your existing systems. And keep your data clean, with robust data cleansing capabilities that help you perform bulk processes like purges, data duplication detections, real-time duplicate detections, de-duplication capabilities, opt-in/opt-out management, and record deletions with our data management tools.

Marketing campaign management:
Give all your sales people the power to quickly set up and execute a targeted marketing campaign on the fly via a guided Wizard. Plus, it’s a snap to integrate customer records to marketing lists and define and export/import security roles and system settings.

Calendaring:
Stay on track with a calendar that supports different time zones. Time data is always accurate, no matter where your users might be.

Sales process management:
Keep your selling processes consistent and efficient. Use workflow rules to initiate, track, and close sales—and save your team valuable time and effort.

BETTER CRM

Complete customer view:
Improve your cross- and up-selling capabilities by understanding your whole customer. You’ll see a holistic view of every customer, with account activity and history, contact information, detailed notes, attachments, communications, open quotes, pending orders, and invoices at your fingertips. Robust relationship mapping, team account, and reference management features also give you a better look at your customers—so you can focus on delivering world-class customer satisfaction, every time.

Relationship tracking:
Simplify tasks by easily adding, tracking, and editing relationships between your contacts, accounts, and suppliers. You can even define relationship hierarchies between companies or individuals, or create new types of relationships intuitively from the user interface.

ACCESS SALES INFORMATION

Quotas:
Measuring your teams’ sales performance against quotas is simple through configuration. Once you’ve set goals and closed deals, Microsoft Dynamics CRM credits them against the assigned quota.

Sales literature:
Create, manage, and distribute a searchable library of sales and marketing materials, including brochures, white papers, and competitor information.

TRANSFORM INFORMATION INTO SALES INTELLIGENCE

Business evaluation:
Create, view, and sort a wide range of reports to identify trends, measure sales forecasting activity, track sales processes, and evaluate sales performance. Easily share reports with co-workers.

Make data relevant with dashboards:
Create insightful and focused dashboards for executives and top constituents that adeptly highlight key sales metrics and performance indicators.

BOOST SALES FORECASTING

Reports:
Leverage over 40 standard out-of-box reports or create custom reports that meet your unique needs. Additionally, the Report Wizard makes it easy to create custom reports—then share, publish, or edit it as needed. Reports can be viewed, sorted, and filtered to identify trends, measure and forecast sales activity, track sales processes, and evaluate business performance.

Quick campaigns and sales campaigns:
Use easy-to-use wizard-driven tools to keep your customers informed and aware of your latest products and services.

STEP UP LEAD MANAGEMENT

Lead capture and import:
Lead management software allows you to create, delete, copy, and relate leads manually or automatically via pre-defined rules. Additionally, the robust Data Import Wizard, allows you to quickly and seamlessly import external data sources.  And once the lead is in the system, you can use the deep opportunity management capabilities to track and take action against it throughout its lifecycle.

Lead routing and management:
Track information on prospective customers, then qualify and assign inquiries. Sales force automation allows every lead to be automatically routed to the most appropriate salespeople or teams. A powerful Workflow engine helps you easily set up rule-based routing and assignment options.

Prospecting:
Begin tracking sales leads through an intuitive interface that lets you segment data, create lists of prospects, and run queries on key customer attributes.

Sales Lead Conversion:
Easily convert qualified sales leads to opportunities without reentering data, then track your opportunities throughout your sales cycle.

Qualification and scoring:
Create lead qualification processes that all reps use, and keep your team focused on sales. There are lead management capabilities around qualifying, disqualifying, closing, reactivating, and scoring leads to ensure consistency.

Sales and marketing list management:
Import purchased sales and marketing lists to fuel your sales efforts. Which lists work best? Microsoft Dynamics CRM lets you measure effectiveness and maintain the best for annual sales campaigns.

EFFECTIVE SALES LEAD MANAGEMENT

Opportunity roles and relationships:
Build and manage sales relationships that can grow your business. Connect your sales professionals to decision makers, influencers, and financial stakeholders within sales opportunities.

Deal tracking:
Capture key deal information including contact information, revenue projections, probability, product mix, and close dates. And no matter where you are in the process, you can copy, relate, close, and re-open opportunities.

Competitive intelligence analytics:
Track all your competitors—or just one. Assess why you won or lost a deal. Track the reasons, and use the Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis worksheet to get a handle on all your important competitive information.

Territory management:
Develop territories for salespeople, enabling them to manage and evaluate a territory-based sales processes with workflow rules and reports.

Task management:
Create, track, assign, and share tasks via an interface you already know and use—Outlook. It’s easy to manage reports that show which opportunities are getting the most activity.

Product catalog:
Simplify your sales team’s job with a full-featured product catalog that includes support for complex pricing levels, multi-currency details, units of measure, discounts, and pricing options.

Workflow and rules:
Create custom workflow management system rules with triggers based on any business event or period of time, then follow up with auto-response e-mails to customer requests. Workflows also allow you to automate lead routing, notifications, and escalations.

Quote and order management:
Create and convert quotes to orders with comprehensive quote, order, and invoice functionality. You can create and present quotes, orders and invoices, then store multiple versions with opportunity records. Orders can be built in MS Word or Excel. It’s never been easier to track and manage orders throughout their life cycle and sales process.

MANAGE YOUR PIPELINE

Pipeline tracking:
Perform complex pipeline queries to determine actual vs. estimated data. You can also leverage detailed reports on topics that matter to your business, including stage of opportunity, probability of close, anticipated revenue, or neglected leads.

Lead source effectiveness:
Use out-of-box reports—featuring segmentation of leads and comprehensive analysis—to improve your lead management effectiveness.

Win/loss perspective:
Leverage reports, queries, and analysis of the deals you’ve won or lost at the individual customer or aggregate level to get a better understanding of your strengths and weaknesses.