Complete Sales Team Management
The days of keeping your contacts in Outlook, invoices in the accounting system and opportunities in a spreadsheet are over. Microsoft Dynamics CRM collects all of the essential sales information in one place and tracks the progress of opportunities so you can see what you’re winning and what your customers are buying.
Account & Contact Management: Keep track of your contacts by easily linking them to relevant account and recording any information you need.
Lead & Opportunity Tracking: Understand your sales process better with a complete history of where an opportunity originated, how much it’s worth and how long it took to close.
Quotes, Orders & Invoices: Spend less time on administration by sending quotes, processing orders and viewing invoices within your CRM.
Track and Evaluate Performance
How do you know how you’re doing if you don’t have a goal? Whether you count calls, customer adds or dollars, you can track it all in Microsoft Dynamics CRM.
Activity Tracking: Connect directly to Outlook and track emails, appointments and tasks directly to records in CRM.
Goal Management: Set goals for individuals or teams, based on activity levels, financial targets or anything else you track in CRM.
Reports & Dashboards: Build personal and team dashboards to surface essential information about sales performance.