Whether Online or On-Premise, Automate Your Sales Force with Microsoft Dynamics

Sales Force Automation

Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.

• Improve sales planning and management – set up territories, teams, price lists, and discounts
• Automate your lead system – automatically associate emails with relevant leads or opportunities
• Utilize multiple sales methodologies – manage opportunities effectively using leading sales methodologies like Miller Heiman, SPI, and TAX from within Dynamics CRM
• Streamline account management – identify influencers, constituents, allies, and roadblocks for each account
• Boost sales productivity – ensure your sales people are working on the most current data with bi-directional data synchronized between Microsoft Office Excel and Microsoft Dynamics NAV
• Enhance pipeline management – track revenue goals, quota attainment, and identify win/loss trends
• Simplify workflow processes – automate approvals, task assignments, and leverage guided dialogues
• Leverage Mobile Express for Microsoft Dynamics CRM – with access from any web-enabled device

Back to Dynamics CRM Overview