Dynamics CRM Online - Sales

CRM Online Free TrialGet your sales force quickly up to speed with the advanced but easy-to-use features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to boost sales productivity, streamline sales cycles, automate lead management, and gain insights to drive more sales. Still cutting and pasting figures for your sales forecast? Now you can get a decision-maker's pipeline report with one click.

Improve sales planning and management

  • Set up territories and teams for optimal organizational efficiency.
  • Create price lists, discounts and unit groups to streamline offer management.
  • Post sales best practices and tips in the Resource Center.
  • Use strong role-based and group-based permissions for easy information distribution.

Automate your lead system

  • Better coordinate with marketing by tracking leads in one centralized system.
  • Automatically associate email messages with relevant leads or opportunities.
  • Assign leads and tasks automatically based on predefined rules.
  • Instantly light up the most promising leads with conditional formatting.
  • Use guided dialogues to streamline the qualification process.
  • Streamline lead scoring and conversion.
  • Instantly segment your customer database to identify new leads.

CRM Online Sales PipelineManage opportunities effectively

  • Close deals faster by centrally tracking key deal information.
  • Enable more effective team selling with team-based ownership.
  • Create and monitor customized offers and pricing for each opportunity.
  • More effectively position against the competition with seamless competitor tracking.
  • Better identify and leverage extended relationships (lawyers, consultants) in the sales process.
  • Establish consistent sales processes enterprise-wide with predefined workflows.
  • Track generated revenue with out-of-box order and invoice tracking.
  • Use leading sales methodologies  right within Microsoft Dynamics CRM.

Streamline account management

  • Track all activities and interactions for each contact and account.
  • Identify influencers, constituents, allies and roadblocks for each account.
  • Quickly identify cross-sell and up-sell opportunities with embedded analytics.
  • Automatically track contract renewal dates and details.
  • Better understand complex organizational structures with hierarchal relationship tracking.

Boost productivity by leveraging Microsoft Office and Outlook

  • Use Microsoft Dynamics CRM right within Microsoft Office Outlook.
  • Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
  • Improve communication and team collaboration through seamless integration with Microsoft Office products.
  • Promote Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks.
  • Reduce wasted cycles with robust data import and data de-duplication features.