 |
Manage work more easily. Microsoft CRM delivers CRM functionality as
a natural extension of Microsoft Office Outlook. Manage customer
e-mail, appointments, tasks, and contacts from a single business
application. |
|
|
Build better relationships. Use a centralized, customizable view
of your customer’s preferences, relationships, and activity history
to better understand and meet their needs.
|
|
|
Improve sales qualification. Spend time with the right leads and
prospects. Establish consistent follow-up processes and automate
sales activities with powerful system workflow.
|
|
|
Increase sales success. Shorten the sales cycle and improve win
rates with lead and opportunity management, automated lead routing,
sales process management, and competitor tracking.
|
|
|
Cultivate new sales. Use simple, wizard-driven sales and marketing
tools to keep your sales prospects and customers informed of new
product and service offerings. |
|
|
Analyze sales performance. Comprehensive reports let you forecast
sales, measure business activity and performance, track sales and
service success, and identify trends, problems, and opportunities.
|
|
|
Native Microsoft Outlook experience. Manage your
sales, service and marketing relationships within Outlook. Automatically synchronize Outlook E-mail,
Calendar, Tasks, and Contacts with your Microsoft CRM database.
|
|
|
Work away from the office. Access full sales functionality online
or offline through Microsoft Outlook, or work from any location
using the Web client or Microsoft Windows Mobile–based Pocket PC
|
|
|
Complete
customer view. View and manage customer account activity and
history, including contact information, detailed notes, document
attachments, communications, open quotes, pending orders,
invoices, and credit limits. |
|
|
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.
Opportunity management. Easily convert qualified leads 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. |
|
|
Sales and marketing list management. Import purchased sales and
marketing lists to fuel your sales efforts. Measure list
effectiveness and maintain marketing lists for annual sales
campaigns. |
|
|
Quick campaigns and sales campaigns. Use wizard-driven tools to
keep your customers informed and aware of your new products and
services. |
|
|
Opportunity roles and relationships. Build and maintain sales
relationships enabling your sales professionals to relate to
decision makers, influencers, and financial stakeholders within
sales opportunities. |
|
|
Product catalog. Work with a full-featured product catalog that
includes support for complex pricing levels, units of measure,
discounts, and pricing options. |
|
|
Quote and order management. Create and convert quotes to orders,
then track and manage orders throughout their life cycle. If a
financial application is integrated, invoices for orders are
published automatically into Microsoft CRM from that system.
|
|
|
Quotas. Use quotas to measure employee sales performance against
goals. As opportunities are closed in Microsoft CRM, they are
credited against the assigned quota.
|
|
|
Territory management. Create territories for salespeople,
enabling them to manage and evaluate territory-based sales
processes with workflow rules and reports.
|
|
|
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.
|
|
|
Competitor tracking. Maintain detailed information on
competitors in a library and associate that information with
opportunities and sales literature. Track competitor activity by
product, region, or other criteria. |
|
|
Workflow. Automate leads routing, notifications, and
escalations. Workflow rules also make it easy to generate and
send auto-response e-mail to customer requests.
|
|
|
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. |
|
|
Integration with
back-office solutions.
Microsoft CRM integrates easily with
back-office solutions including key data mapping for accounts, contacts, product catalog, orders, and price lists.
|
Apr 29 SharePoint 2007