Microsoft Dynamics CRM 2011
Sales Force Automation
Failing to gain the acceptance of sales teams to use a CRM system is often the cause of an underperforming or failed CRM project.
That's often because sales staff aren't able to identify how CRM will help them so there's little motivation for them to embrace it.
Because Microsoft Dynamics CRM uses the same Microsoft Office and Outlook interface it feels familiar from the outset creating a user experience that's relevant to sales teams - a major milestone towards user adoption.
With specialist sales functions and process automation, Microsoft Dynamics CRM is designed to shorten sales cycles and reduce the cost of selling.
Microsoft CRM Sales Force Automation:
Applies efficient & consistent sales processes across sales teams.
Sales automation within an intuitive & familiar interface that sales staff will actually use.
Mobile & offline access for sales management wherever you work.
Creates a rounded view of each client so new requirements can be anticipated.
Removes administration tasks to shorten sales cycles by giving people more time to sell.
Real-time sales analysis & forecasting from drill down dashboards.
Measures performance against sales & product goals.
MICROSOFT CRM
SALES AUTOMATION BENEFITS
Specialist sales tools for business owners & sales teams. Familiar MS Office & Outlook interface drives rapid user acceptance. Real-time dashboards provide detailed sales insight. Workflow automation removes admin & shortens sales cycles. Measures performance against sales & product goals. Effortless pipeline & forecast analysis. 360° customer view helps proactive cross-selling & up-selling. Access via Outlook, web or mobile device with real-time & offline access.
Sales Dashboards
Microsoft Dynamics CRM 2011 dashboards adapt to individual preferences to deliver real time analytics across every stage in your sales cycle.
Easily configure dashboards with sales charts, list and other components for individual or shared use to measure performance and quickly answer crucial questions like:
What opportunities are most likely to close this week?
What does our lead and opportunity pipeline look like?
Have we neglected any of our accounts?
Is there a bottleneck in our sales pipeline?
How many quotes are we working on? Have any been cancelled?
What's our best source of leads this quarter?
CRM dashboards present this information in drill down summary screens so you can quickly assess performance and take timely action when hot-spots and downward trends are evident.
Dashboards are integrated directly into your personalised CRM screens that show at a glance all the data you need to make sales decisions every day.
Instead of wait for spread-sheet forecasts or email updates from sales staff Microsoft CRM presents real-time data in an easy to digest format to improve the speed and quality of decision-making.
Lead Tracking - monitor leads from response to conversion including lead source tracking, status changes, audit trail & history tracking. Native Outlook integration ensures that customer emails are automatically associated with leads.
Lead Capture & Import - capture leads from web forms & other external sources.
Lead Conversion - convert emails & leads to opportunities, accounts & leads or other entities to reduce data entry & streamline processes.
Prospecting - segment data, create prospect lists and run queries on customer attributes for targeted prospecting.
Assignment - assign leads manually, create lead queues or use Dynamics CRM's workflow engine to set-up automated lead routing & assignment.
Opportunity Management
Products & Pricing - create product catalogues, price lists & discount lists to associate products with a sales opportunity for reduced data input & rapid sales quoting.
Deal Tracking - capture complete opportunity information in one place including revenue projections, probability, close dates & the product mix for systematic sales tracking.
Automated Sales Processes - apply automatic & repeatable sales processes that reflect your sales methodology to help people close deals & lower the cost of selling.
Call Scripting - wizard driven call scripts prompt sales teams to consistently qualify & progress sales opportunities in line with your proven methodology.
Forecasting & Sales Analytics
Dashboards - customise sales dashboards around key performance indicators for a personalised view of the data that's important to you.
Pipeline Tracking - analyse actual vs estimated pipeline & drill down by stage, probability and other attributes. MS Dynamics CRM includes capability for detailed pipeline queries and predictive business intelligence.
Forecasting - forecast on an individual basis or roll-up prospects for detailed forecasting insight and meaningful revenue projections.
Sales Goals - measure performance against sales and product goals based on individual & team activity. Read More
Custom Report Wizard - create bespoke sales reports using any fields in the database and add charts using wizard steps.
Account Management
Contact Management - use complete relationship detail & segmentation tools to better understand each customer's needs & preferences.
Filter & Search - perform global keyword searches and queries to slice and dice data and create personalised views to uncover new opportunities & present data the way you want.
Document Management - streamlines the management of quotes, proposals, orders & invoices in a single data source.
Contract Management - create and manage a repository of products, maintenance contracts & renewal notifications.
Who benefits from Dynamics CRM Sales Automation:
Sales Staff
Reduces manual processing so everyone has more time to sell & focus on developing customer relationships.
Use complete customer information to understand individual needs & buying habits to proactively cross-sell & up-sell.
Integrated CRM dashboards keep key metrics visible including sales pipelines & forecasts so efforts can be productively focused.
Business Owners & CEO's
Identify new opportunities, cut sales cycles and use resources more efficiently to lower the cost per sale.
CRM dashboards present real-time sales data for clear visibility of performance indicators to support informed decision making.
Use CRM in Outlook, web browser and mobile for easily accessible, relevant sales management to achieve enthusiastic user acceptance & early payback.
Sales Managers
Real-time tracking of key metrics enables managers to take proactive steps & react nimbly to change.
