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Sales Force Automation
Microsoft Dynamics CRM provides an intuitive interface which sits comfortably within applications your employees are probably already be familiar with. Sales, marketing and service representatives can work from within Microsoft Outlook to access comprehensive customer information, view product and sales literature, track customer related tasks and appointments, and manage contacts.
And since Microsoft Dynamics CRM works seamlessly with Outlook, your employees can manage customer interactions quickly and efficiently. A Microsoft Dynamics CRM user can take a received email from a prospect, promote the email to a customer record, and use pre-configured workflow rules to schedule future interactions with this prospect – all without ever leaving the Outlook interface.
- View and manage account activity and history, including contact information, attributes, meeting notes, attachments, communications, open proposals, and purchased products.
- Use Advanced Find and global search to instantly zero in on key nuggets of information.
- Easily promote qualified leads to new opportunities with a single click. Automatically deliver the right lead to the right person according to product, territory, dollar amount, or any other criteria.
- Easily create quotes, convert them to orders, then track and manage them throughout their life cycle from proposals to invoices.
- Import purchased lists to fuel your sales efforts. Measure effectiveness and maintain lists for annual sales campaigns.
- Initiate, track, and close sales consistently and efficiently with workflow rules that automate sales stages, lead routing, notifications and escalations.
- Work with a full-featured product catalog that includes support for complex pricing levels, units of measure, discounts, and pricing options.
- Create, view and sort a wide range of reports to identify trends, measure and forecast sales activity, track sales processes, and evaluate sales performance. Easily share reports with co-workers.
- Create insightful and focused reports for executives and top constituents that adeptly highlight key sales metrics and sales performance.
- Execute complex pipeline queries easily so you can gain insight into leads and opportunities at every stage of the sales cycle.
Please contact Mr. Tony Piperato at 713-830-5830 or at tony.piperato@idea.com for more information regarding Dynamics CRM.
