Salesforce Automation - Microsoft Dynamics CRM

Click to EnlargeMicrosoft Dynamics CRM salesforce automation enables you to proactively increase revenue by automating sales tasks and empowering your salesforce with the information they need, when they need it.

Microsoft Dynamics CRM provides a 360 degree view of all sales activity delivering enhanced sales force automation. 

Microsoft Dynamics CRM makes it easy for sales to manage leads and opportunities and to acurately forecast sales activity, allowing businesses to transform sales cycles, improve customer retention and grow profitbale customer relationships.

Lead Management

  • Manual and automatic lead creation - import leads via the smart wizzard
  • Microsoft excel iconAutomatically turn web forms and emails directly into leads
  • Bulk import contacts and lists - import excel, csv or txt files
  • Track all activities - emails, phonecalls, faxes, meetings, quotations
  • Assign leads to individuals, create lead queues or set up rule based assignment
  • Track lead source and discover which lead sources are the most effective.

Opportunity Management

  • Qualify leads to opps with automated scoring - manage probability, revenue value and close dates
  • Opportunities can be linked to competitors - inbuilt tools allow for analysis and identification of most effective selling strategies
  • Store related documents against opportunities - quotes, prices lists, terms & conditions
  • Automate workflows - turn the sales process into an automated method to ensure consistency
  • Streamline communications and create a well-documented, consistent sales process.

Results Analysis

Easy reporting tools and dashboards provide business intelligence that managers can act on for timely, informed decision making. Microsoft Dynamics CRM features an always-on connection to Excel.

  • click to enlargeQuickly turn data into dynamic snapshots or Pivotchart dynamic views.
  • Automate and schedule sales reports and managment insight
  • Powerful reporting wizard and useful in-built reports 
  • Easy to export data to any application, with dynamic data linking to excel
  • Create live dashboards and build on the power of SQL Server Reporting to create insightful business reports.

Microsoft Microsoft Dynamics Enterprise CRM - only £32.99 per user, per month

Easy Sales Force Automation for small and medium businesses.

Sales pipeline management - leads and opportunities

Easy, real-time pipeline and sales reporting

Fully configurable and customisable

Minimum of 3 users

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