CRM SalesForce

CRM Salesforce

Selling your services and products to existing and new clients is the life of your business, you need as much visibility and control as possible to ensure you maximise on every opportunity. Microsoft CRM allows you to create a complete view of the customer with tools that streamline and automate everyday sales processes promoting shorter sales cycles with higher close rates and improving customer retention. Microsoft CRM gives sales staff fast access to customer data and history when connected or whilst working offline so they can work smarter and spend more time selling. Wizard driven communication tools help keep sales prospects and customers informed of new product and service offerings.

Sales Force Automation: Optimize sales efforts with the familiar and intelligent features of Microsoft CRM with highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers and achieve real-time insight.

Planning: Set up territories and teams for optimal organizational efficiency and create price lists, discounts, unit groups to streamline offer management. Users can post sales best practices and tips in the Resource Centre. Make use of strong role-based and group-based permissions for easy information distribution.

Opportunities:  Close deals faster by centrally tracking key deal information and enable more effective team selling with team-based ownership. Monitor and create customized offers and pricing for each opportunity. Effectively position against the competition with seamless competitor tracking. Identify and leverage extended relationships (lawyers, consultants) in the sales process. Streamline proposal creation with embedded document management capabilities. Ensure consistent sales processes enterprise-wide with predefined workflows. Track generated revenue with order and invoice tracking.


Streamline account management: Track all activities and interactions for each contact and account and identify the influential factors for each account. Embedded analytics allows you to identify cross-sell and up-sell opportunities. CRM can automatically track contract renewal dates and details. Understand complex organizational structures with hierarchal relationship tracking.

Timesavers: Use Microsoft Dynamics CRM right within Microsoft Office Outlook and Instantly find the information you need with preview panes, personalised views, record pinning features and Most Recently Used lists. Microsoft Office products are seamlessly integrated to improve your communication and team collaboration. Easily promote Office Outlook contacts and email messages to Dynamics CRM with a few clicks. Robust data import and data de duplication features to reduce wasted cycles. Ensure your sales people are working on the most current data with bidirectional data synch between Microsoft Office Excel and Microsoft CRM.

Pipeline: Easily track the sales pipeline for improved financial planning and increase accuracy of revenue projections with individual or rollup forecasts. Users can track revenue goals by predefined criteria and track sales quota versus attainment at individual or group level, and identify key trends for deals won or lost opportunities to optimize the sales process.

Workflows: Improve productivity with role based workflows for users, teams, the whole organisation and leverage guided dialogues across the sales organizations to reduce training and ramp-up time. Microsoft CRM can automatically create or assign tasks and activities when rules are triggered and automate simple or multilevel approvals with predefined workflows. Also automate scoring and distribution of leads, set alerts for or milestones or key events. Enforce consistent sales processes enterprise.

Mobility: Microsoft CRM allows you to access your customer data from any web-enabled device anywhere, anytime and track budgets and push through approvals while on the road. Update, qualify or assign leads while on the road and create or update campaigns on the fly. Rich offline reporting allows you to track key marketing metrics while on the road.

Analytics: Use key performance indicators (KPIs) to gain key insights for decision making and measure your marketing success. Flexible dashboards and inline data visualization to gain business insight. Follow key marketing objectives with comprehensive goal-tracking capabilities. Use built-in reports and identify trends and allocate resources with powerful predictive analytics and make use robust data cubes for trending analysis.

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