Native Microsoft Outlook experience. Manage your sales, service and marketing
relationships within a single business application. Automatically synchronize Outlook
E-mail, Calendar, Tasks, and Contacts with your Dynamics CRM database.
Complete customer view. View and manage customer account activity and
history, including contact information, detailed notes, document attachments,
communications, open quotes, pending orders, invoices, and credit limits.
Lead routing and management. Track information on prospective customers,
then qualify and assign inquiries. Leads can be automatically routed
to the correct salespeople or teams.
Opportunity management. Easily convert qualified leads to opportunities
without data re-entry and then track opportunities throughout the sales cycle.
Sales process management. Initiate, track, and close sales consistently
and efficiently with workflow rules that automate stages in the selling process.
Sales and marketing list management. Import purchased sales and marketing
lists to fuel your sales efforts. Measure list effectiveness and maintain
marketing lists for annual sales campaigns.
Quick campaigns and sales campaigns. Use wizard-driven tools to keep
your customers informed and aware of your new products and services.
Opportunity roles and relationships. Build and maintain sales
relationships enabling your sales professionals to relate to decision makers,
influencers, and financial stakeholders within sales opportunities.
Product catalog. Work with a full-featured product catalog that
includes support for complex pricing levels, units of measure,
discounts, and pricing options.
Quote and order management. Create and convert quotes to orders,
then track and manage orders throughout their life cycle. If a financial
application is integrated, invoices for orders are published
automatically into Dynamics CRM from that system.
Quotas. Use quotas to measure employee sales performance against
goals. As opportunities are closed in Dynamics CRM, they are
credited against the assigned quota.
Territory management. Create territories for salespeople,
enabling them to manage and evaluate territory-based sales
processes with workflow rules and reports.
Reports. View, sort, and filter a wide range of reports to
identify trends, measure and forecast sales activity, track sales
processes, and evaluate business performance.
Sales literature. Create, manage, and distribute a searchable
library of sales and marketing materials, including brochures,
white papers, and competitor information.
Competitor tracking. Maintain detailed information on competitors
in a library and associate that information with opportunities and
sales literature. Track competitor activity by product,
region, or other criteria.
Workflow. Automate leads routing, notifications, and escalations.
Workflow rules also make it easy to generate and send auto-response
e-mail to customer requests.
Correspondence and mail merge. Use customizable templates to create and
send e-mail to targeted prospects and customers. Print communication materials
can be created and sent using Microsoft Word Mail Merge.
