Microsoft CRM Sales Features List

Microsoft CRM Sales Features List

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 Outlook or Web access   Work online or offline through Microsoft Outlook with access to full sales functionality, including contacts, opportunities, accounts, product catalog, quotes and orders,
    sales literature, activities, e-mail, and more. Work from any location using a Web browser
     
  		• Complete customer view   View and manage customer account activity and history, including; contact information, communications, open quotes, pending orders, invoices, credit limits, and payment
    history.
     
  		• Opportunity management   Easily convert leads to opportunities without data re-entry, and then track opportunities throughout the sales cycle. Use customizable workflow rules to automate leads
    routing, notifications and escalations, and opportunity and pipeline activity management.
     
  		• Sales process management   Ensure sales opportunities are tracked and closed consistently and efficiently, with customizable workflow rules that automate stages in the selling process.
     
  		• Information sharing   Share information about contacts, accounts, opportunities, orders and more by granting share access on an ad hoc basis. Tightly integrated Sales and Customer Service
    modules let salespeople view accurate, updated information about customer support incidents, contracts, and other data relevant to customer needs and satisfication.
     
  		• Quotes   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.
     
  		• Order management   Convert quotes to orders, and then modify and save orders until they are ready to be submitted.
     
  		• Sales force management(quotas)   Measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the salesperson's quota.
     
  		• Territory management   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 fo sales and marketing materials, including brochures, white papers, competitor information and more.
     
  		• Competitor tracking   Maintain a library of detailed competitor information and associate that information with opportuntities and sales literature. Run reports that track competitor activity
    by product, region and other criteria.
     
  		• Direct e-mail; print communications   Using customizable templates, create and send e-mail to targeted prospects and customer groups. Create and send print communications using Microsoft Word Mail Merge.
     
  		• Integration with Microsoft Business Solutions   Microsoft CRM integrates easily with Microsoft Business Solutions ERM applications. Key data mapping includes accounts, contacts, product catalog, pricing lists, orders
    and invoices.