Sales Force Automation with Microsoft Dynamics CRM 4.0

• Microsoft Dynamics CRM “plug in” can be installed within Microsoft Outlook to increase efficiency and productivity.
• Eliminate the need to track emails in both Microsoft Outlook and Dynamics CRM. 
• Increase employee efficiency and effectiveness with CRM integration into the Microsoft Office suite of products.
• Add your Outlook contacts to Dynamics CRM with just a few clicks.
• Take advantage of the advanced search feature to quickly locate key data points.
• Duplicate detection informs you of duplicate data found in different accounts and decreases redundant work.

• Upload and track all lead information in one central repository.
• Link emails with applicable leads or opportunities automatically in real time.
• Distributed leads and associated tasks to appropriate sales people automatically.
• Customize lead qualification, lead grading, and conversion criteria.
• Quickly and easily analyze data to develop leads for new offerings from among current customers.

• Track and complete sales more quickly by managing critical information for each opportunity from one central location.
• Customize special offers and pricing for each individual opportunity.
• Expand tracking of competitors and improve positioning of your company and product offering.
• More quickly and easily track actual revenue with order and invoice analysis.
• Create consistent, company-wide sales procedures.

• Regularly monitor the sales channel and revenue projections to improve financial planning, product management and sales forecasting.
• Track specific revenue goals by date, fiscal period, or other criteria.
• Detect significant business trends by analyzing won or lost deals to optimize sales performance.

• Monitor all activities, communication and correspondence for every individual customer or contact.
• More easily detect an account’s key contacts including the champion, decision maker, influencer, or recommender and uncover any sales roadblocks.
• Quickly and easily identify cross-sell and up-sell opportunities for each customer.
• Monitor renewal dates and information on each customer contract.

• Increase your organizations efficiency and effectiveness by establishing territories and sales teams. 
• Improve price consistency and special offer tracking with the creation of price lists, and promotional discounts.
• Create role- and group-based permissions for quick and easy data distribution or to enable team leaders or managers to see information not suitable for more junior sales people. 

• Analyze performance data in real-time.
• Take advantage of pre-built reports to analyze specific sales data without the need for help from the IT department.
• Benefit from a more complete, 3 dimensional view of customers from initial contact, through the purchase process and post-purchase communications to develop an informed analysis of each customer and reveal potential trends across all customers.
• Use predictive analytics to better analyze data such as key up-sell opportunities based on analysis of historical data across all customers. 
• The web-based and easy to use Report Wizard enables you to create customized reports on-the-fly.

• Increase efficiency and productivity with employees, team or company-wide workflows. 
• Automate approval processes for individuals or multi-tiered approvals.
• Automate lead qualification and distribution processes.
• Create automated alerts based on key triggers to enable proactive actions.

Create and implement company-wide workflows to ensure consistent processes across all employees.