ACCESSIBLE FROM MICROSOFT OUTLOOK AND THE WEB, Microsoft CRM Sales is designed to help your sales team work without limits – on the road or at the desk, online and offline; they’ll have comprehensive customer and product information
 

CRM puts you in complete control of your sales pipeline, allowing sales teams to effectively manage, forecast and report on all phases of the sales cycle. With CRM you can easily manage and analyze all current and historical account details and activities, manage multiple accounts and opportunities and automatically distribute leads to sales professionals around the world.

With CRM, sales cycles can be dramatically shortened and more deals can close faster. Your sales team gets instant access to vital customer data including reports and graphs, quotes, forecasts and historical account details. You can quickly do on-the-spot analysis, make informed decisions you can trust, and eliminate bottlenecks that typically stretch sales cycle.

Complete customer view
View and manage customer account activity and history, including: contact information, communications, open quotes, pending orders, invoices, credit limits, and payment history.

Pipeline Management
Manage and analyze your pipeline, and maximize the ROI on every lead.

Sales Forecasting
Profit from a new level of control and predictability, and plan your operations with confidence.

Product catalogue
Use a full-featured product catalogue that includes support for complex pricing levels, units of measure, discounts, and pricing options.

Order management: quotes, orders, and invoices
Convert quotes to orders, then modify and save orders until they are ready to be submitted. If a financial application is integrated, invoices for orders are published automatically into Microsoft CRM from that system.

Quotas
Use quotas to measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the assigned quota.
 

Reporting
Create point-and-click reports and graphs for on-the-spot analysis and decision-making.

Territory Management
Administer and change sales territories in the system.

Account Management
Identify and recruit new clients, and resell to existing ones.

Opportunity Management
Manage all key opportunity data for maximum sales productivity and effectiveness
 

Competitor tracking
Maintain detailed information on competitors and associate that information with opportunities and sales literature. Reporting functionality tracks competitor activity by product, region, or other criteria.

Workflow
Use workflow rules to automate leads routing, notifications, and escalations, as well as generate and send auto-response e-mail to customer requests.

Correspondence and mail merge
Use customizable templates to create and send e-mail to targeted prospects and customers. Print communication materials can be created and sent to prospects and customers using Microsoft Word Mail Merge.