Microsoft CRM Sales

Lead Management

  • Increase coordination with marketing by tracking leads in one centralised system.
  • Automatically associate email messages with relevant leads or opportunities.
  • Assign leads and tasks automatically based on predefined rules.
  • Instantly light up the most promising leads with conditional formatting.
  • Use guided dialogues to streamline the qualification process.
  • Streamline lead scoring and conversion.
  • Instantly segment your customer

Opportunity Management

  • Close deals faster by centrally tracking key deal information.
  • Enable more effective team selling with team-based ownership.
  • Create and monitor customised offers and pricing for each opportunity.
  • More effectively position against the competition with seamless competitor tracking.
  • Better identify and leverage extended relationships (lawyers, consultants) in the sales process.
  • Streamline proposal creation with embedded document management capabilities.
  • Establish consistent sales processes enterprise-wide with predefined workflows.
  • Track generated revenue with out-of-box order and invoice tracking.

Account Management

  • Track all activities and interactions for each contact and account.
  • Identify influencers, constituents, allies and roadblocks for each account.
  • Quickly identify cross-sell and up-sell opportunities with embedded analytics.
  • Automatically track contract renewal dates and details.

Sales Analytics

  • Gain business insight with flexible dashboards and inline data visualisation.
  • View key performance indicators in real time with prebuilt dashboards.
  • Use built-in sales reports to conduct detailed analyses without IT assistance.
  • Use robust data cubes for insightful trending analysis.
  • Employ predictive analytics to identify key selling scenarios.
  • Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.
Looking for a single view of your customer? We help our customers and partners optimise their investments in Microsoft CRM and Office 365. From our UK head office just outside Leeds, West Yorkshire; we provide solutions to companies and organisations across the North of England and UK.