Microsoft Dynamics for the sales professional

Microsoft Dynamics for the sales professional

Meet customer needs, drive more sales, and build strong customer relationships

The success of a company relies on the business and revenue it generates. Maintaining happy customers while pursuing new relationships is essential to this task. The Sales department not only drives future growth but also shapes the direction of the company and enables it to meet its goals through the customer relationships created by sales engagements.

Sales representatives must have available to them the most accurate company data, including up-to-the-minute product and service pricing as well as information about clients. Success for the sales department depends largely on immediate access to business-critical information, which helps them respond to customer needs. Customer relationship management (CRM) software can give the sales team a strategic advantage and make information that can be hard to find or that resides in disparate systems more centralized and readily available.

People

Kevin, a Sales Manager

As a Sales Manager for a midsize company, I am responsible not only for the performance of our Sales Representatives and our company's relationships with its customers but also for setting goals, providing resources for the sales staff, and maintaining the image our company wants to project. For me, building a solid sales team and strong relationships with our customers is key.

With my busy schedule, I often work long hours. Microsoft Dynamics business management solutions help me to account for both the sales team's progress on converting new leads to sales as well as our actual sales results. With up-to-the-minute data, Microsoft Dynamics CRM lets me respond to any sales concern, determine pricing policies, and track individual as well as team performance. Thanks to Microsoft Dynamics, I always know how well we are doing.

I am also the point of escalation for the customer service and sales teams. When I need to take a call from an unhappy customer and leave the person content, Microsoft Dynamics CRM provides me with a full account history and all the information that might help me in that conversation.

Michael, an Account Manager

As an Account Manager, I am responsible for maintaining the relationship with existing customers and for providing customer service, and Microsoft Dynamics CRM is crucial for me to do my job well. If a customer has a question, I only have to go to one place to get the history of both the customer and the deal. I'm also responsible for the overall customer experience. With a complete customer record, nothing falls through the cracks. This lets me provide the kind of experience our customers want—and expect.

Microsoft Dynamics CRM lets me stay focused on growing the accounts because it's easy to keep records of all my contacts and activities. I don't have to work to remember what I said to the customer the last time we spoke; it's all in the customer record.

Processes

The Sales team is at the front line of your company. You must be able to accurately gauge their performance as well as effectively plan, execute, and take advantage of sales opportunities. Microsoft Dynamics CRM lets you view, manage, and track the work of your Sales team, see how fast the Sales team converts new leads to prospects and sales, and evaluate performance changes over time.

Qualifying leads and closing the deal. Extensive research, effort, and time are necessary to maintain customers, manage a team, and qualify sales leads. Sales Managers rely on key sales information, such as staff performance data, budget and expense information, and product pricing, as well as information on potential customers, including intelligence that helps determine a customer's market and financial position. The contact and opportunity management features in Microsoft Dynamics let you maintain detailed profiles of your sales contacts, move the sales process along, and pursue all actionable opportunities. And Microsoft Dynamics CRM offers integrated, flexible customer relationship management (CRM) tools that enable the tracking and reporting of sales results and events on customer accounts.

Easy access to data to improve sales processes. The Sales Manager must have up-to-the-minute business and industry data, and you must also be able to quickly and effectively access, share, and analyze that data. With Microsoft Dynamics CRM, you can document and manage your customers and prospects; create, view, revise, and distribute financial reports; and assign tasks to your team and ensure their completion. Microsoft Dynamics solutions maintain information from throughout the organization in a single repository, so you always have a complete view of factors that affect your business. And Microsoft Dynamics solutions work with and like other Microsoft products. For example, you can export and analyze data in Microsoft Office Excel, create reports in your preferred format, and make them available through business portals built on Microsoft SharePoint technology.

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