Microsoft Outlook client:
Work online or offline through Microsoft Outlook, with
synchronized access to full sales functionality.
Microsoft CRM Mobile client:
Runs on the mobile device. Users can view and enter data related
to relevant accounts, contacts, opportunities, and activities
when the mobile device is disconnected.
Complete customer view:
View all contact and account information and history from a
central location, including customer service records.
Tightly integrated functionality make it easy to share
information across departments.
Leads and Opportunity management:
Automate leads routing and escalation, convert leads to
opportunities, and track and manage opportunities through the
Sales process management:
Automate stages in the selling process to track and close sales
efficiently and consistently.
Create a full-featured product catalogue that includes complex
pricing levels, units of measure, discounts, and pricing
Easily convert quotes to orders, and then modify and save orders
until they are ready to be submitted and invoiced.
Measure employee sales performance against individual goals.
Forecast sales, identify top opportunities and customers, and
evaluate trends with robust reporting tools.
Maintain a searchable library of sales literature that can be
used online or offline.
Create sales territories and manage territory-based processes
with workflow rules and reports.
Analyse competitor performance and maintain a library of
articles on competitor activity.
Correspondence and mail merge:
Customizable templates make it easy to create and send e-mail to
targeted prospects and customer groups. Create and send print
communications using Microsoft Word Mail Merge.