Designed to help your sales team work without limits, Microsoft CRM Sales can be used online or offline with Microsoft Outlook, or from any location with a Web browser.
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Microsoft Outlook or Web access |
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Work from any location through a web browser. Work online or offline using Microsoft Outlook with access to full sales functionality.
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360 Degree customer view |
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View and manage customer account activity and history. Share information about contacts, accounts, opportunities, orders and more by granting share access on an ad hoc basis, across sales teams and departments.
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Opportunity management |
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Easily convert leads to opportunities without data re-entry, and then track opportunities throughout the sales cycle. Effectively manage pipeline activities.
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Sales process management |
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Ensure sales opportunities are tracked and closed consistently and efficiently, with customizable workflow rules that automate Sale process stages.
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Quote Generation |
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Create and modify accurate quotes for prospects and existing customers, using a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.
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Order management |
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Convert quotes to orders, and then modify and save orders until they are ready to be submitted.
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Sales force management(quotas) |
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Measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the salesperson's quota.
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Territory management |
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Manage and evaluate territory-based sales processes with workflow rules and reports.
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Reports |
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View, sort and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes, and evaluate business performance.
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Sales literature |
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Create, manage and distribute a searchable library fo sales and marketing materials, including brochures, white papers, competitor information and more.
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Competitor tracking |
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Maintain a library of detailed competitor information and associate that information with opportunities and sales literature.
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Direct e-mail; print communications |
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Using customizable templates, create and send e-mail to targeted prospects and customer groups. Create and send print communications using Microsoft Word Mail Merge.
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Integration with Microsoft Business Solutions |
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Manage and evaluate territory-based sales processes with workflow rules and reports.
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Campaign Management |
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Microsoft CRM’s Marketing and Campaign management system provides a broad set of tools you can use to promote, market and track results on your business objectives. You can create automated online marketing campaigns and track your ROI with our advanced campaign management system. Whether you're targeting online or offline advertising, the Dashboard will help you streamline and track your results.
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