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Accessible
from Microsoft Outlook and the Web,
Microsoft
CRM Sales helps sales people manage
leads and opportunities, measure and
forecast sales activity, efficiently track
customer communications, and automate stages
in the sales process-helping ensure a
shorter cycle, higher close rates, and
improved customer retention.
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Microsoft Outlook Integration: Work
online or offline using Microsoft
Outlook, with access to accounts,
opportunities, products, quotes, orders,
sales literature, and more. Microsoft
CRM contacts, appointments, tasks and
e-mail capabilities are integrated with
Outlook.
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Complete customer view: View and manage
customer account activity and history,
including: contact information,
communications, open quotes, pending
orders, invoices, credit limits, and
payment history.
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Accounts & sub-accounts: Microsoft CRM
can easily handle various account and
sub-account organizations. In addition,
each sub-account can be assigned their
own primary contact and sales territory.
- Assign
multiple contacts to accounts: Assign an
unlimited number of contacts to each
account or sub-account. All contact
activities are associated with their
parent account.
- 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.
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Opportunity management: Convert
qualified leads easily 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.
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Product catalog: Work with a
full-featured product catalog that
includes support for complex pricing
levels, units of measure, discounts, and
pricing options.
- Order
management: quotas, orders and invoices:
Create and convert quotes to orders,
then modify and save orders until they
are ready to be submitted. If a
financial application is integrated,
invoices for orders are published
automatically into Microsoft CRM from
that system.
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Quotas: Use customizable quotas to
measure employee sales performance
against goals. As opportunities are
closed in Microsoft CRM, they are
credited against the assigned quota.
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Territory management: Create territories
for salespeople, enabling them to manage
and evaluate territory-based sales
processes with workflow rules and
reports.
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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.
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Competitor tracking: Maintain detailed
information on competitors in a library
and associate that information with
opportunities and sales literature.
Reporting functionality tracks
competitor activity by product, region,
or other criteria.
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Workflow: Automate leads routing,
notifications, and escalations. Workflow
rules also make it easy to generate and
send auto-response e-mail to customer
requests.
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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.
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Integration with Microsoft Business
Solutions: Microsoft CRM integrates
easily with Microsoft Business Solutions
Financials, including key data mapping
for accounts, contacts, product catalog,
orders, and price lists.
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i3solutions has a proven
history of implementing sales force automation solutions for businesses since
1997. For more information about the Microsoft CRM system, please email
sales@i3solutions.com or call 703.652.8914.
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