Sales

 

Manage sales productivity, user adoption and best practices with Microsoft DynamicsTM CRM 4.0 Sales

Optimize and automate sales processes and allow sellers to create a single customer view, helping reduce the sales cycle, increasing closure rates and improve customer retention. Microsoft Dynamics CRM 4.0 business software provides to sales professionals a quick access to useful data with and without connection to enable them to work efficiently and to spend more time selling.

 

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  • Improve potential customers' allocation and control: show new opportunities to specific targeted customers with a single click. Assign automatically the correct potential customer to the appropriate person depending on the products, areas, amounts or any other criteria.
  • Manage bids and orders: easily create offers, transform them into orders, and then continue with a follow-up and manage it throughout the whole cycle from proposals to invoices.
  • Manage areas: Create areas for vendors, enabling them to manage and evaluate the results and sales processes based on the areas.
  • Manage marketing and sales lists: purchase listings to improve your efforts. Evaluate the effectiveness and keep other lists for annual sales campaigns.
  • Manage contracts: add, edit and easily manage contracts associated with individuals or companies, including maintenance contracts and renewals’ notices.

Manage work more easily

Offer customer relationship management (CRM) as a natural extension of Microsoft ® Office Outlook ® 2007’s messaging and collaboration with clients. Manage customer e-mails, appointments, tasks and contacts from a single business application.

Understand your customers better

Create a customizable, centralized view of customer preferences, relationships and their activity history to understand them better and meet their needs.
Improve sales quality. Take time to identify and improve relationships with the correct potential customers. Establish consistent follow-up processes and automate sales activities with efficient workflow systems.

Increase sales’ success

Reduce the sales’ cycle and improve the closing costs with the correct administration of potential customers and opportunities, their automatic routing and competition’s sales processes management and monitoring.

Keep customers informed

Use the simple marketing and sales functionality guided by assistants, to keep your current and potential customers informed about new products and service offers.

Analyze your sales return

Use the flexible reports to foresee sales, calculate the business’ activity and performance, track sales and services’ success and identify trends, challenges and opportunities.

Transform the information on sales intelligence

  • Build and use reports: create, view and sort a wide variety of reports to identify trends, estimate and forecast sales activities, track sales processes and evaluate their performance.Share reports with partners easily.
  • Make data relevant: create control panels aimed at executives and other users to highlight key sales metrics and performance indicators.
  • Track sales opportunities: run complex sales opportunities' queries to be able to obtain easily an overview of potential customers and market opportunities at each stage of the sales cycle.