Dynamics CRM - Sales

The Sales Automation module tracks the sales process from lead capture and routing, to qualification of key opportunities and conversion into sales orders. Account and contact information, entered only once, is only a mouse-click away at any point in the sales cycle. There is no re-keying of data: the sales professional does not waste valuable time on administrative chores but on managing a qualified sales pipeline, on closing the deal and building customer value.

Two-way communication with prospects, customers, colleagues or with collaborative partners, whether executed via phone, electronic fax, letter or e-mail (or as part of a quick sales campaign) are captured and tagged with a unique token and stored against the appropriate record. Quotas, quotes, orders and invoices can be instigated with seamless integration to Dynamics GP for fulfilment and accounting.

This module empowers the sales professional to improve customer communications and relationships. Better relationships, built on a richer understanding of - and response to - your customers’ needs, in turn lead to a shorter sales cycle, improved close rates and greater customer satisfaction and loyalty.

Sales team performance can be enhanced by sharing information, assigning tasks, creating appointments and by better managing the team through effective reporting. Powerful analytical ability assists in identifying best opportunities and in monitoring sales pipelines and forecasting future sales.

The Sales Module has an option to build competitor profiles (including SWOT analysis) and the ability to track and report on what type of business is lost to the competition. This information can be retained and re-used for planning and honing future business growth strategies.

Key Features

• Familiar and intuitive Microsoft Outlook interface (in fact the line between Microsoft Outlook and Dynamics CRM is completely blurred), which means there is no lengthy bedding-in period
• Outlook, Word and Excel system generated templates to enable effortless and quick communication with key prospects, customer accounts and contacts
• Web client or mobile device access, thus empowering remote sales staff with CRM technology (Dynamics CRM Mobile)
• Single customer view: intelligent lead handling with single-click conversion to account, contact and opportunity
• Powerful system workflow for automating sales activities (Task, Fax, Phone Call, E-mail, Phone Call, Appointment, Service Activity and Campaign Response); leads/opportunities are tracked, routed and escalated

• Centralised and customisable view of customers: their preferences, relationships, open quotes, pending orders, invoices, credit limits and activity and sales history (with document/note append function), allowing you to build more effective and successful relationships with your clients in terms of better understanding and fulfilling their needs
• Qualify and rank leads and opportunities more deliberately, meaning that you can concentrate follow-up efforts on those which will deliver the highest return on investment
• Competitor tracking with competitor library including SWOT templates as well as analysis on won versus lost opportunities
• Quick campaign wizard spliced with intelligently created marketing (mailing) lists to keep relevant contacts informed of new product and service offerings
• Comprehensive reports levering SQL Reporting Services for forecasting sales, measuring response effort, tracking sales and service fulfilment; and for quickly identifying key trends, problems and new sales opportunities

Key Benefits

• Quick and widespread user adoption
• Reduce time, effort and cost with automated sales process
• Improve accountabilities and sales team management with easy activity analysis and Performance reporting tools
• Shorten sales cycle by acting fast and appropriately on the right opportunities
• Close more deals with slicker relationship management
• Build relationships that yield a higher lifetime value and cement loyalty