M
Microssoft Dyna
amiccs CR
RM
Pow
wer yourr sales pro
oductivity
ty
Speend more time selliing and leess time o
on
adm
ministrative tasks b
by using tthe familia
ar and
inteelligent sa
ales capab
bilities of Microsoftt
Dyn
namics® CRM bussiness softtware. Takke
advvantage of
o embedd
ded Micro
osoft® Off
ffice
cap
pabilities, full lead--to-cash vvisibility, g
guided sales
pro
ocesses, an
nd actionable anallytics to op
ptimize yyour
salees efforts.
B
Become a Dynamiic Businesss
Y
Your People
e: Spend Mo
ore Time Sellling
G
Give your sales team a CR
RM solution th
hat is
n
amiliar so the
ey can spend more
natural and fa
ttime selling. With
W the native Microsoft
O
Outlook® client, built-in M
Microsoft Offfice
ffeatures, conttextual data vvisualizationss, and
m
mobile accesss, Microsoft D
Dynamics CR
RM
m
usy work and puts the righ
ht
minimizes bu
iinformation in your sales professionals
p
s’ hands.
Y
Your Processses: Drive Sa
ales Efficiency
S
Streamline ap
pprovals, auttomate manu
ual
ttasks, and en
nforce best practices across the
ssales organizzation. With p
powerful
w
workflows, guided sales dialogs,
d
and
sstreamlined goal
g
tracking
g, Microsoft
Dynamics CR
RM helps you
ur sales
o
organization consistentlyy implement b
best
p
d streamline tthe sales pro
ocess.
practices and
Y
Your Ecosysstem: Maxim
mize Revenu
ue
O
Opportunitiies
Help sales people
p
spend le
ess time looking
g for information and more
time puttin
ng it to use with powerful datta visualization capabilities
and a familiar Microsoft Outloo
ok user experien
nce.
Meaningful interactions with custom
mers
a
and partnerss lead to new
w revenue
o
opportunitie
es. By arming
g your sales
p
professionals with a 360
0-degree customer
vview, holisticc lead and opportunity
ttracking, and
d insightful a
analytics, Microsoft
Dynamics CR
RM helps your sales staff focus
o
on the right opportunitie
es, productss, and
ccustomers.
“By taking
t
advan
ntage of the
ease
e of use and flexibility of
Micrrosoft Dynam
mics CRM, w
we
were
e able to red
duce the costt
of sa
ales by 3% in
n just three
mon
nths and incre
rease sales
stafff productivityy by
%-20%, in turn
rn driving
15%
higher profit marrgins and
h flow.”
maxximizing cash
RON PART
TRIDGE
Group VP of Global Sale
es
eting
and Marke
Panduit
FAM
MILIAR: SALES TOOLS THA
AT ARE NATU
URAL AND PE
ERSONAL
Lead
d to Cash Visiibility: Track in
nteractions, co
ommunications, offers, and o
orders through
hout
the sales cycle so you can drive sales excellence with every interaction.
Nattive Outlook E
Experience: Ce
entrally manag
ge email messages, appointm
ments, tasks,
conttacts, and custtomer informa
ation right with
hin Microsoft O
Outlook for im
mproved
prod
ductivity.
Holistic Account Management: Better unde
erstand your cu
ustomers’ need
ds and prefere
ences
h a 360-degree
e customer vie
ew and easy-to
o-use segmenttation tools.
with
Miccrosoft Office Productivity:: Drive efficien
ncy gains with embedded Miicrosoft Office
features like Excel® export/imp
port, built-in m
mail-merge, con
ntextual ribbon
ns, and more.
Intu
uitive Filtering
g: Help your sa
ales staff to qu
uickly access th
heir most impo
ortant recordss with
mosst recently used lists, record pinning, and rreal-time data filtering.
Data Access: Makke sure the right people havve easy access to your valuab
ble sales data with
w
ws, and field-le
evel security.
role-based forms, personal view
INT
TELLIGENT: IN
NFORMATION
N THAT IS INSIGHTFUL AN
ND ACTIONA
ABLE
“Our sales manag
gers can mee
et
with o
our reps on tthe road or in
n
their office and, with
w one click,
k,
get a complete re
eport on whatt
leadss we sent the
em, what’s
been
n followed up on, or what
need
ds to be follow
wed up.”
RANDY NIIEDERER
Director of Marketing
Unico
Inte
elligent Lead Management
M
t: Easily converrt leads and au
utomatically ro
oute them to the
mosst effective resource with intuitive lead ma
anagement and
d flexible saless territories.
Morre Effective Se
elling: Identify o
optimal produccts and pricing,, track opportu
unity and comp
petitor
deta
ails, and instanttly create quote
es with deep op
pportunity man
nagement capa
abilities.
Guid
ded Dialogs: Drive efficacy, increase convversion rates, a
and better cap
pitalize on crosss-sell
and up-sell opporrtunities with g
guided dialogss and sales-foccused call scrip
pts.
Actiionable Analy
ytics: Visualize
e key performa
ance indicatorss (KPIs) with re
eal-time
dash
hboards. Zero in on key data
a points with d
drill-down analysis and inline
e data visualization.
Stre
eamlined Goa
al Managemen
nt: Instantly de
efine and trackk sales quotas at individual, team,
terriitory, and orga
anization levels with intuitive
e goal manage
ement capabiliities.
Rea
al-Time Foreca
asts: Keep you
ur pulse on sales performancce and improvve financial planning
with
h real-time sale
es forecasts an
nd pipeline rep
ports.
Com
mprehensive A
Auditing: Imp
prove visibility into the sales process and h
help identify arreas
for iimprovement w
with system-w
wide auditing.
CON
NNECTED: A SALES ORGA
ANIZATION THAT
T
IS UNIT
TED AND COLLABORATIV
VE
“With
h the native O
Outlook clien
nt
and rrobust featurre set of
Micro
osoft Dynam
mics CRM, we
e
were
e able to incre
ease our use
er
adop
ption by 90%, increase tim
me
for se
elling activitie
es by 15%, a
and
increase cross-se
elling
ortunities by 2
200%.”
oppo
BART HER
RMANS
Project Lea
ader CRM
ISS Belgium
m
Insightful Conne
ections: Uncovver new opporttunities and trrack influencerrs in the sales
proccess with the C
Connections fe
eature and the
e Social Connector.
Imp
proved Team Selling: Enable greater interrnal collaborattion and team selling with te
eambase
ed record own
nership and rea
al-time communication tools.
Cen
ntralized Docu
ument Manag
gement: Stream
mline the man
nagement of quotes, proposals,
orde
ers, invoices, a
and other saless documents w
with holistic do
ocument mana
agement
capa
abilities.
Mob
bile Productiv
vity: Continue
e to work the deal,
d
engage w
with customerss, and manage your
sales pipeline with
h offline suppo
ort and robust mobile device
e solutions.
Con
nsistent Proce
esses: Streamline approvals, automate follo
ow-up tasks, a
and enforce be
est
pracctices across th
he sales organ
nization with fle
exible workflows.
Rob
bust Portal So
olutions: Bette
er collaborate with
w partners and
a customerss through easyy-touse portal solution
ns for Microso
oft Dynamics C
CRM.
Online Data Sourrces: Maximize
e the power off online data sources
s
throug
gh pre-built
partners such a
as Hoovers, InssideView, Zoom
mInfo, and ma
any more.
integration with p
GET
T STARTED TO
ODAY
Try Microsoft Dyna
amics CRM tod
day:http://crm.dynamics.com
m
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