Microsoft Dynamics CRM

Sales Force Automation taking advantage of an interface with embedded Microsoft Office capabilities to boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales.

Automate your lead system

• Capture and track all lead details in one system.
• Automatically associate e-mail messages with relevant leads/opportunities.
• Assign leads and tasks automatically.
• Simplify lead qualification, scoring, and conversion.
• Easily segment data to generate leads from your customer base.

Streamline account management

• Track all activities and interactions for each contact or account.
• Identify influencers, constituents, allies, and roadblocks for each account.
• Quickly identify cross-sell and up-sell opportunities.
• Track contract renewal dates and details.
• Define the parent-child relationships that depict complex organizations.

Manage opportunities effectively

• Close deals faster by centrally tracking key data and attributes for each deal.
• Create and monitor customized offers and pricing for each opportunity.
• Better track and position against competitors.
• Track actual revenue dollars by creating/tracking orders and invoices.
• Establish consistent sales processes enterprisewide.

Enhance pipeline management

• Easily track the sales pipeline for improved financial planning.
• Increase accuracy of revenue projections with individual or roll-up forecasting.
• Track revenue goals by dates, fiscal periods, or other predefined criteria.
• Identify key trends for deals won/lost and optimize the sales process.