Sales

Native Microsoft Outlook experience
Manage your sales, service, and marketing relationships within a single business application. Automatically synchronize Outlook E-mail, Calendar, Tasks, and Contacts with your Microsoft CRM database.

Complete customer view
View and manage customer account activity and history, including contact information, detailed notes, document attachments, communications, open quotes, pending orders, invoices, and credit limits.

Lead routing and management
Track information on prospective customers, then qualify and assign inquiries. Leads can be automatically routed to the correct salespeople or teams.

Opportunity management
Easily convert qualified leads to opportunities without data re-entry and then track opportunities throughout the sales cycle.

Sales process management
Initiate, track, and close sales consistently and efficiently with workflow rules that automate stages in the selling process. Sales and marketing list management Import purchased sales and marketing lists to fuel your sales efforts. Measure list effectiveness and maintain marketing lists for annual sales campaigns.

Quick campaigns and sales campaigns
Use wizard-driven tools to keep your customers informed and aware of your new products and services.

Opportunity roles and relationships
Build and maintain sales relationships enabling your sales professionals to relate to decision makers, influencers, and financial stakeholders within sales opportunities.

Product catalog
Work with a full-featured product catalog that includes support for complex pricing levels, units of measure, discounts, and pricing options.

Quote and order management
Create and convert quotes to orders, then track and manage orders throughout their life cycle. If a financial application is integrated, invoices for orders are published automatically into Microsoft CRM from that system.

Quotas
Use quotas to measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the assigned quota.

Territory management
Create territories for salespeople, enabling them to manage and evaluate territory-based sales processes with workflow rules and reports.

Reports
View, sort, and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes, and evaluate business performance.

Sales literature
Create, manage, and distribute a searchable library of sales and marketing materials, including brochures, white papers, and competitor information.

Competitor tracking
Maintain detailed information on competitors in a library and associate that information with opportunities and sales literature. Track competitor activity by product, region, or other criteria.

Workflow
Automate leads routing, notifications, and escalations. Workflow rules also make it easy to generate and send auto-response e-mail to customer requests.

Correspondence and mail merge
Use customizable templates to create and send e-mail to targeted prospects and customers. Print communication materials can be created and sent using Microsoft Word Mail Merge.