LEAD MANAGEMENT

Keep leads organized and prioritized in Microsoft Dynamics CRM by automating your lead management in a single system. When leads enter the system they are automatically scored and qualified based on your rules. They can then be assigned to a sales representative to follow up, who can then place the lead into a sales or marketing-led nurture.

ACTIVITY MANAGEMENT

In today’s market a quick response is almost expected. With activity management in Microsoft Dynamics CRM, you will be able to automate reminders, appointments and much more. Important tasks, calls and quotes are never forgotten and your customer benefits with exceptional customer service.

OPPORTUNITY MANAGEMENT

Each opportunity in your Microsoft Dynamics CRM represents a potential sale. Manage these opportunities with a logical process that your entire sales team can follow. Each step ensures that each opportunity is accounted for and managed by a member of your sales team. An up-to-date report of current opportunities can help you make business decisions

PIPELINE MANAGEMENT

Manage and predict the pipeline of new deals with a process that is broken down into their sales process stages. Pipeline management guides each sales representative though the same process for each opportunity ensuring consistency throughout the sales process.

ACCOUNT MANAGEMENT

With a single view of an account you will be able to view a summary of all activity and contact information. Up selling, cross-selling and renewals are easier to propose when all the important details are managed in a single location.

REPORTING

Reporting for the sales pipeline can help identify any backlogs or bottlenecks that may occur in the sales process. You will be able to measure the success of your sales team and maximize results. Explore additional options like gamification or even a leader board to encourage adoption and friendly competition.