Salesforce Automation
Dynamics CRM provides sales information at the fingertips of your sales team with Mobility.
Drive sales productivity, user adoption and consistent best practices with Microsoft Dynamics ™ CRM 4.0 for Sales
Streamline and automate your sales processes and enable sales people to create a single view of the customer to help ensure a shorter sales cycle, higher close rates, and improved customer retention. Microsoft Dynamics CRM 4.0 business software gives sales professionals fast access to useful data online or offline so they can work efficiently and spend more time selling.
Manage Work More Easily
Offer customer relationship management (CRM) functionality as a natural extension of Microsoft ® Office Outlook ® 2007 messaging and collaboration client. Manage customer e-mail, appointments, tasks, and contacts from a single business application.
Understand Your Customers Better
Create 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.
Keep Customers Informed
Use simple, wizard-driven sales and marketing features to keep your sales prospects and customers informed of new product and service offerings.
Analyze Sales Performance
Use flexible reporting to forecast sales, measure business activity and performance, track sales and service success, and identify trends, problems, and opportunities.
Drive Successful Customer Interactions
Work in a familiar user interface: Manage and monitor all your interactions within a single business application. Automatically synchronize Office Outlook 2007 e-mail, calendar, tasks, and contacts with your Microsoft Dynamics CRM database. Automatically convert e-mail messages into contacts, leads, and opportunities.
Target your communications: Use customizable templates to create and send e-mail messages to targeted prospects and customers. Quickly create and send communications using Microsoft Office Word 2007 Mail Merge.
Work away from the office: Access robust functionality offline or work from virtually any location using the Web client or a wide variety of Pocket PC devices with Microsoft Windows Mobile ® software. Update records, study customer data, carry out analysis, and print quotes even when working offline.
Improve data quality: Automatically detect and remove duplicate records to ensure the quality of your customer data.
Do business globally: Compete effectively for global deals and track sales information in multiple languages, currencies, and time zones seamlessly.
Gain a Comprehensive View of Sales Data
Gain a complete view of the customer: View and manage account activity and history, including contact information, attributes, meeting notes, attachments, communications, open proposals, and purchased products.
Find information quickly: Use Advanced Find and global search to instantly zero in on key nuggets of information.
Make the right offers: Effortlessly track all interactions, offers, orders, contracts, and relationships associated with your account so that you can offer the right product or service at the right time.
Uncover hidden opportunities: Intuitively track relationships between customers, partners, influencers, and suppliers so you can uncover new opportunities. Understand and leverage complex business scenarios with enhanced support for many-to-many relationships.