Microsoft Dynamics CRM

CRM2a

One of the easiest ways to improve sales and increase customer loyalty is through the implementation of a CRM (Customer Relationship Management) system. If your sales and marketing goals including keeping better track of your contacts and related pending tasks or to track your sales pipeline or to report on the source of your leads, then a CRM system is probably right for you.

Leads:

  • Better coordinate with marketing by tracking leads in one centralized system.
  • Automatically associate email messages with relevant leads or opportunities.
  • Assign leads and tasks automatically based on predefined rules.
  • Instantly light up the most promising leads with conditional formatting.
  • Use guided dialogues to streamline the qualification process.
  • Streamline lead scoring and conversion.
  • Instantly segment your customer database to identify new leads.

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.

Accounts:

  • Track all activities and interactions for each contact and account.
  • Identify influencers, constituents, allies and roadblocks for each account.
  • Quickly identify cross-sell and up-sell opportunities with embedded analytics.
  • Automatically track contract renewal dates and details.
  • Better understand complex organizational structures with hierarchal relationship tracking.

 Timesavers:

  • Use Microsoft Dynamics CRM right within Microsoft Office Outlook.
  • Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
  • Improve communication and team collaboration through seamless integration with Microsoft Office products.
  • Promote Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks.
  • Reduce wasted cycles with robust data import and data deduplication features.
  • Ensure your sales people are working on the most current data with bidirectional data synch between Microsoft Office Excel and Microsoft Dynamics CRM.

Pipeline:

  • Easily track the sales pipeline for improved financial planning.
  • Increase accuracy of revenue projections with individual or rollup forecasting.
  • Track revenue goals by dates, financial periods or other predefined criteria.
  • Instantly track sales quota versus attainment at individual or group level.
  • Identify key trends for deals won or lost and optimize the sales process.

Analytics:

  • Gain business insight with flexible dashboards and inline data visualization.
  • View key performance indicators in real time with prebuilt dashboards.
  • Use built-in sales reports to conduct detailed analyses without IT assistance.
  • Use robust data cubes for insightful trending analysis.
  • Employ predictive analytics to identify key selling scenarios.
  • Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.

 

Contact us today to speak with a consultant about what a CRM system can do for your business.

Microsoft Dynamics CRM Overview Brochure

(Note: Dynamics NAV has embedded CRM functionality)

CRM