SALES AND ACCOUNT MANAGEMENT

Accessible from Microsoft Outlook and the web, Microsoft CRM Sales is designed to help your sales team work without limits - on the road or at the desk, online and offline, they'll have access to complete customer and product information.

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.

Opportunity management
Easily convert leads to opportunities and then track opportunities throughout the sales cycle. Use customizable workflow rules to automate leads routing, notifications and escalations, and opportunity and pipeline activity management.

Sales process management
Automate stages in the sales process to ensure opportunities are tracked and closed consistently and efficiently, using customizable workflow rules and selling methodologies.

Information sharing
Share information about contacts, accounts, opportunities, orders, and more.  Tightly integrated Sales and Customer Service modules let salespeople view accurate, updated information about customer support incidents, contracts, and other data relevant to customer needs and satisfaction.

Quotes
Create and modify accurate quotes for prospects and existing customers, using a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.

Order management
Convert quotes to orders that can be modified and saved until they are ready to be billed as invoices.

Sales force management (quotas)
Measure employee sales performance against goals.  As opportunities are closed in Microsoft CRM, they are credited against the assigned salesperson's quota.

Territory management
Create territories for salespeople, enabling them to manage and evaluate territory-based sales processes with workflow rules and reports.

Reports
A wide range of reports can be used or customized 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, competitor information, and more.

Competitor tracking
Maintain a library of detailed competitor information and associate that information with opportunities and sales literature.  Run reports that track competitor activity by product, region, or other criteria.

Direct e-mail
Increase sales productivity easily: Select customers based on common characteristics, then use templates to send customized e-mails with special offers.