Sales & Marketing

Sales

Microsoft Dynamics CRM helps sales teams become prepared and insightful, collaborative and connected, quick and mobile, and highly productive. Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.

• Automate your lead system
• Manage opportunities effectively
• Streamline account management
• Boost Sales Productivity
• Enhance Pipeline Management
• Simply workflow processes
• Get CRM on your mobile device

Improve sales planning and management

• Set up territories and teams for optimal organizational efficiency.
• Create price lists, discounts, and unit groups to streamline offer management.
• Post sales best practices and tips in the Resource Center.
• Use strong role and group-based permissions for easy information distribution.

Marketing

Get a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing efforts.

• Manage your data effectively
• Pinpoint your marketing efforts
• Streamline lead tracking
• Gain key insights for decision making

Streamline campaign planning

• Plan and track activities, tasks, budgets, and details for each marketing activity.
• Tailor messages and offers to highly targeted lists.
• Save time and money with reusable campaign templates.
• Set up product catalogs, price lists, and discounts for optimal offers.
• Use predefined workflows to streamline approvals.