Set up territories and teams for optimal organizational efficiency using:

• Territory-based sales processes
• Group-based permissions for easy information distribution
• Quota management
• Task assignment and routing
• Resource Manager

Improve lead handling and routing by tracking all lead details in one system - from capture to evaluation to qualification to conversion and automatic distribution. Leverage Microsoft Dynamic CRM’s lead management capabilities such as:

• Automatic association of incoming emails to leads
• Lead qualification and scoring
• Routing and assignment
• Effortless conversion of leads to opportunities

Increase your sales force productivity with Microsoft Dynamics CRM’s end-to-end management of opportunities that help sales representatives close the deal. Opportunity Management components include:

• Tracking of all associated communications
• Competitive intelligence
• Task management
• Customized offers and pricing for each opportunity
• Workflow and rules that define and enforce consistent sales processes
• Quotes, orders and invoices that integrate with Microsoft Dynamics back-office systems

Increase up-sell and cross-sell revenues and eliminate duplicate or inaccurate customer information through Microsoft Dynamics CRM’s focused and coordinated approach to the management of existing customers using.

• A complete view of account activity and history
• Parent-child relationship mapping for complex organizations
• Easy access to contracts and renewal dates
• Advanced query and search functionalities

Transform information into sales intelligence with Microsoft Dynamics CRM’s full spectrum of sales analytics capabilities ranging from basic reporting to OLAP/data mining and dashboards.

• Forecast and pipeline reports
• Dashboards that highlight key sales metrics and performance indicators
• Report Wizard
• Trending and historical analysis
• OLAP and data mining