Accessible from Microsoft Outlook and the Web, Microsoft CRM Sales helps
small and medium-sized businesses identify and manage leads and opportunities
through the sales cycle, forecast sales activity, and efficiently track
customer communications—ensuring a shorter cycle, higher close rates,
and improved customer retention.
Accessible from Microsoft Outlook and the Web, Microsoft
CRM Sales helps small and medium-sized businesses identify and manage
leads and opportunities through the sales cycle, forecast sales activity,
and efficiently track customer communications—ensuring a shorter
cycle, higher close rates, and improved customer retention.
Microsoft CRM is built from the ground up on Microsoft .NET
architecture, delivering tremendous business value through easy integration
with third party applications and Web services.
Increase sales success Shorten the sales cycle and improve close rates with workflow rules,
opportunity management, and order management.
Understand customer needs
Comprehensive reporting tools let you forecast sales, measure performance,
and identify trends and opportunities.
View everything
Microsoft CRM offers a centralized, customizable view of sales and support
activity and customer history.
Work from Outlook or the Web
Access full sales functionality online and offline with Microsoft Outlook,
or work online from any location with a Web browser.
Share information
Integrated modules let employees view, update, and share information across
teams and departments.
Integrate powerfully
Integrate with Microsoft Office, Microsoft Great Plains Business Solutions,
and other business systems.
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. A familiar, intuitive UI and simple work tools make
it easy for users to get started fast, with little training.
Microsoft CRM-Sales Features List
•
Complete customer view:
View and manage customer and account activity and history including:
contact and account information, pending orders, payment history and
more. Track customer profiles across the Web, e-mail, fax, and phone.
•
Activity management: View and
update calendar, workload, internal news, records, sales and customer
service reports, and more.
•
Reports: Use or customize
a wide range of reports to identify trends, measure and forecast sales,
evaluate performance, and more. Export data to Microsoft Excel.
•
Microsoft Outlook synchronization:
Access full sales functionality online and offline from Microsoft
Outlook, including contacts, Web access accounts, products; sales
literature, and more. Work online from any location using a Web browser.
•
Workflow rules:
Use or customize automated business processes: leads routing, notifications
and escalations, and opportunity tracking and pipeline management.
•
Information sharing:
Centralized data storage and integrated Sales and Customer Service
Modules enable employees to share consistent, current information
across teams and departments.
•
Opportunity management:
Convert leads to opportunities and use workflow rules to track and
manage them through the sales cycle.
•
Order management:
Manage and automatically update orders with a product catalog, quotes,
and invoices.
•
Quotas: Measure
sales performance against individual employee goals.
•
Sales library:
Create and easily update a searchable library of sales and marketing
materials.
•
Direct e-mail: Customize
templates and use Mail Merge from Microsoft Word to send e-mail to
targeted groups.
•
Integration with Microsoft
Great Plains Business Solutions: Integrate with Dynamics 7.0,
Solomon IV 5.0, and eEnterprise key data: accounts, contacts, product
catalogs, orders, and more.
JAT is an authorized partner and reseller of Microsoft eEnterprise
and Dynamics Human Resource/Payroll, Financial Management, Distribution
and CRM software products. For more information, please call 800-580-2595
ext. 476 or click here to request information
via email.
