Improve Sales Planning and Management

• Set up territories and teams for optimal organizational efficiency.
• Create price lists, discounts and unit groups to streamline offer management.
• Post sales best practices and tips in the Resource Center.
• Use strong role-based and group-based permissions for easy information distribution.

Automate your Lead System

• 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.

Manage Opportunities Effectively

• 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.

Streamline Account Management

• 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.

Boost Sales Productivity

• 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.

Enhance Pipeline Management

• 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.

Simplify Workflow Processes

• Improve productivity with personal, team, and organizational workflows.
• Leverage guided dialogues across the sales organization to reduce training and ramp-up time.
• Automatically create or assign tasks and activities when rules are triggered.
• Automate simple or multilevel approvals with predefined workflows.
• Automate scoring and distribution of leads.
• Set alerts for key events or milestones.
• Define and enforce consistent sales processes enterprise-wide.

Leverage Mobile Express for Dynamics CRM

• Empower your sales force with real-time access to customer data from any web-enabled device.
• Better prepare for customer meetings via real-time account details.
• Rapidly respond to customer requests while on the road.
• Continuously work details by updating and receiving leads 24/7.
• Discover new up-sell and cross-sell opportunities right on the spot.

Gain visibility and improve decision making

• 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.