Microsoft Outlook client:
Work online or offline through Microsoft Outlook, with
synchronized access to full sales functionality.
Microsoft CRM Mobile client:
Runs on the mobile device. Users can view and enter data related
to relevant accounts, contacts, opportunities, and activities
when the mobile device is disconnected.
Complete customer view:
View all contact and account information and history from a
central location, including customer service records.
Information sharing:
Tightly integrated functionality make it easy to share
information across departments.
Leads and Opportunity management:
Automate leads routing and escalation, convert leads to
opportunities, and track and manage opportunities through the
sales cycle.
Sales process management:
Automate stages in the selling process to track and close sales
efficiently and consistently.
Product catalogue:
Create a full-featured product catalogue that includes complex
pricing levels, units of measure, discounts, and pricing
options.
Order management:
Easily convert quotes to orders, and then modify and save orders
until they are ready to be submitted and invoiced.
Quotas:
Measure employee sales performance against individual goals.
Reports:
Forecast sales, identify top opportunities and customers, and
evaluate trends with robust reporting tools.
Sales literature:
Maintain a searchable library of sales literature that can be
used online or offline.
Territory management:
Create sales territories and manage territory-based processes
with workflow rules and reports.
Competitor tracking:
Analyse competitor performance and maintain a library of
articles on competitor activity.
Correspondence and mail merge:
Customizable templates make it easy to create and send e-mail to
targeted prospects and customer groups. Create and send print
communications using Microsoft Word Mail Merge.
