Microsoft Dynamics CRM Sales Force Automation - San Francisco, San Diego, California

Sales Force Automation

Microsoft Dynamics Salesforce Automation

Streamline and automate your sales processes and enable sales people to create a single view of the customer to help ensure a shorter sales cycle, higher close rates, and improved customer retention. Microsoft Dynamics CRM business software gives sales professionals fast access to useful data online or offline so they can work efficiently and spend more time selling.

Sales departments can use Sales Force Automation to track sales-related activities and revenue. This system includes analytical, operational, and collaborative tools that you can use to improve and maintain good customer relations.

Using Sales Force Automation, you can:

  • Qualify leads.
  • Manage contacts and accounts.
  • Track quotes, orders, and invoices.
  • Manage and track e-mail, phone call, and other communication activities with customers.
  • Run direct e-mail campaigns and measure their success.
  • Create and access a database of products that your organization sells.

Microsoft Dynamics Internet Lead Capture

Internet Lead Capture
New Internet Lead Capture capabilities enable customers to drive qualified leads into the sales pipeline. Wizard-generated landing pages enable marketing and sales professionals to quickly and easily create custom Web landing pages for large-scale marketing campaigns or localized sales representative campaigns, all without IT support.

Microsoft Dynamics Salesforce Automation

Manage Work More Easily
Offer customer relationship management (CRM) functionality as a natural extension of Microsoft® Office Outlook® 2007 messaging and collaboration client. Manage customer e-mail, appointments, tasks, and contacts from a single business application.

Understand Your Customers Better
Create a centralized, customizable view of your customer’s preferences, relationships, and activity history to better understand and meet their needs.

Improve Sales Qualification
Spend time with the right leads and prospects. Establish consistent follow-up processes and automate sales activities with powerful system workflow.

Increase Sales Success
Shorten the sales cycle and improve win rates with lead and opportunity management, automated lead routing, sales process management, and competitor tracking.

Keep Customers Informed
Use simple, wizard-driven sales and marketing features to keep your sales prospects and customers informed of new product and service offerings.

Analyze Sales Performance
Use flexible reporting to forecast sales, measure business activity and performance, track sales and service success, and identify trends, problems, and opportunities.

Drive Successful Customer Interactions

Work in a familiar user interface
Manage and monitor all your interactions within a single business application. Automatically synchronize Office Outlook 2007 e-mail, calendar, tasks, and contacts with your Microsoft Dynamics CRM database. Automatically convert e-mail messages into contacts, leads, and opportunities.

Target your communications
Use customizable templates to create and send e-mail messages to targeted prospects and customers. Quickly create and send communications using Microsoft Office Word 2007 Mail Merge.

Work away from the office
Access robust functionality offline or work from virtually any location using the Web client or a wide variety of Pocket PC devices with Microsoft Windows Mobile® software. Update records, study customer data, carry out analysis, and print quotes even when working offline.

Improve data quality
Automatically detect and remove duplicate records to ensure the quality of your customer data.

Do business globally
Compete effectively for global deals and track sales information in multiple languages, currencies, and time zones seamlessly.

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Please Contact Us or call us at 888-774-4653 if you have any questions or concerns.

Consultants and Trainers ACT! - Southern California

Phone: 888-774-4653
Fax: 866-798-2413

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