CRM for Sales Productivity
Optimise sales efforts with the familiar and
intelligent features of Microsoft Dynamics CRM 2011. Sales
professionals have fast access to useful data online or offline, so they can
work efficiently and spend more time selling. Sales Managers have
access to real-time team performance information with customisable
dashboards.
Link to the Microsoft site for an
online demonstration of the sales productivity functions in CRM 2011.
Microsoft Dynamics CRM 2011 has a highly intuitive
interface and embedded Microsoft Office capabilities which enables sales
professionals to increase their time with customers, shorten sales cycles,
increase close rates and achieve real-time insight.
Improve Sales Planning and Management
-
Set up
territories and teams for optimal organisational efficiency.
-
Create
price lists, discounts and unit groups to streamline offer management.
-
Post sales
best practices and tips in the Resource Centre.
-
Use strong
role-based and group-based permissions for easy information
distribution.
-
Live Dashboards showing individual, team and organisational
performance against KPI's
Automate Your Lead System
-
Better coordinate
with marketing by tracking leads in one centralised 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
customised 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 organisational 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 de-duplication 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 optimise the sales process.
Simplify Workflow Processes
-
Improve productivity
with personal, team and organisational workflows.
-
Leverage guided
dialogues across the sales organisation 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 Microsoft 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 visualisation.
-
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.
White Paper:
"Improving Sales Productivity" - Customer Think Corp
White Paper:
"Sales and Marketing: The New Power Couple" - Microsoft Dynamics and
Peppers & Rogers Group
White Paper:
"CRM and Social Networking: Engaging the Social Customer" - Microsoft
Dynamics
For further information on CRM, to start a free 30-day
trial for CRM 2011
click here
or contact Daniel Jones, CRM Online Consultant, on 01225 336096, email
crm@f1comp.co.uk.
More information about Microsoft Dynamics CRM 2011 can be found via F1's
CRM main page.