Dynamics CRM Sales Automation

Cindy Cator, 08 March 2010

How many businesses have CRM implemented, but are not using it to its full potential? Take the first part of the sales component of Dynamics CRM for instance; is it setup to give you the information you need to make informed decisions to deliver your sales strategy?

By using workflows you can automate your lead distribution process. The system intelligently filters your leads and automatically assigns them to a sales person as tasks, leads can also be assigned to marketing lists for future campaigns. Even with repeatable processes, your sales people can’t be successful without a 360 degree view of their prospects and customers; CRM gives everyone in your sales team access to consistent data you can count on. You can see every interaction from the initial lead to the final order and invoice and can share the complete history of your customer so you can make more informed decisions about how to further every sale.

Microsoft Dynamics CRM gives you standard and customisable sales reports and a 360 degree view of your pipeline prospects and customers. These reports and graphs can easily be exported to Excel. Understand your business better by quickly going your dashboard for an insight into pipelines, forecasts and revenue, to help you make informed decisions about how to pump up the pipeline or close more deals. Make your CRM investment work for you. For more information contact us.