Microsoft Dynamics CRM Sales Force Automation

The Microsoft Dynamics CRM software sales module supports the sales function of an organisation. Microsoft CRM enables many manual sales administrative tasks to be automated, providing a more streamlined approach to the sales process, reducing the length of sales cycles and improving customer retention.

Microsoft CRM sales module has been designed to deliver account management tools including the tracking of ownerships, sales related activities and revenues. What’s more, the analytics tools included in Microsoft Dynamics CRM give you the information required to maintain and improve client relationships which supports the successful acquisition and retention of customers.

Microsoft Dynamics CRM is simple to use and has been designed as an extension of Microsoft Outlook providing users with the tools to manage customer emails, appointments and tasks in one location. The simplistic approach that Microsoft CRM offers users makes the user experience straight forward easing any anxiety of new users. In addition to this, Microsoft CRM provides total integration with Microsoft Office therefore documents can be created quickly allowing you to send targeted communications to your prospects and clients at the click of a button.

• Sales reports provide visibility of performance allowing informed decisions to be made
• Automated processes and workflows improve productivity reducing wasted resources
• Mobile access enables field based staff to utilise real time data while on the move
• Identify trends in customer behaviour and respond proactively to customer needs

 Download the Microsoft CRM Sales Automation Brochure (PDF).

Microsoft CRM Sales Features and Benefits

Understand your customers- Gain a rounded understanding of your customers needs with Microsoft CRM by recording preferences, relationships, notes and activity history, this will enable you to better fulfil their requirements.

Improve time management- By gaining a complete view of your contacts with Microsoft CRM identification of the most valuable leads and prospects becomes easy and workflows can be adapted to reflect this information.

Data relevance- Microsoft Dynamics CRM Dashboards are easily configured to enable individuals to view information that is most relevant to their job function. Information displayed on the Microsoft CRM dashboard might include sales metrics, tasks to be completed and performance indicators.

Increase Sales Success- Microsoft Dynamics CRM enables close rates to increase and sales cycle length to decrease through automated lead routing, sales process management and competitor tracking functions.

Sales Management- Sales managers are able to set up territories for salespeople to manage and evaluate. Flexible reports are built into Microsoft CRM offering an effective way of measuring sales activity and performance, forecasts and, identification of trends and opportunities.

Sales Pipelines- Create and execute a pipeline easily with Microsoft CRM to gain real time insights into opportunities and leads throughout each stage of the sales cycle.

Product Catalogue- Maintain a product catalogue within your Microsoft CRM system, featuring product and service names and levels along with pricing and complex discount structures to support sales staff in their day-to-day activities.

Sales methodology- Create workflow rules in Microsoft CRM that automate sales activities, lead routes and escalations to improve productivity and efficiency. Salespeople can create individual workflows within Microsoft CRM to track and close sales consistently and in a successfully.

For more information about Microsoft Dynamics CRM call us now on 0800 652 2423 or email enquiries@dmcsoftware.co.uk