Accessible from Microsoft Outlook and the Web,  Microsoft CRM helps sales people manage leads and opportunities, measure and  forecast sales activity, efficiently track customer communications, and  automate stages in the sales process-helping ensure a shorter cycle, higher  close rates, and improved customer retention. 

Microsoft Outlook Integration
Work online or offline using Microsoft Outlook, with access to accounts,  opportunities, products, quotes, orders, sales literature, and more. Microsoft  CRM contacts, appointments, tasks and e-mail capabilities are integrated with  Outlook.  

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.   

Accounts & Sub-accounts
Microsoft CRM can easily handle various account and sub-account organizations.  In addition, each sub-account can be assigned their own primary contact and  sales territory.   

Assign multiple contacts to accounts
Assign an unlimited number of contacts to each account or sub-account. All  contact activities are associated with their parent account.
     
Lead Routing and Management
Track information on prospective customers, then qualify and assign inquiries.  Leads can be automatically routed to the correct salespeople or teams.   

Opportunity Management
Convert qualified leads easily to opportunities without data re-entry and then  track opportunities throughout the sales cycle.   

Sales Process Management
Initiate, track, and close sales consistently and efficiently with workflow  rules that automate stages in the selling process. 

Product Catalogue
Work with 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: Create and 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 customizable quotas to measure employee sales performance against goals. As  opportunities are closed in Microsoft CRM, they are credited against the  assigned quota.   

Territory Management
Create territories for salespeople, enabling them to manage and evaluate  territory-based sales processes with workflow rules and reports.   

Reports
View, sort, and filter a wide range of reports to identify trends, measure and  forecast sales activity, track sales processes, and evaluate business  performance.   

Sales Literature
Create, manage, and distribute a searchable library of sales and marketing  materials, including brochures, white papers, and competitor information.   

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

Workflow
Automate leads routing, notifications, and escalations. Workflow rules also  make it easy to 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 using  Microsoft Word Mail Merge.   

Integration with Microsoft Business Solutions

Microsoft CRM integrates easily with Microsoft Business Solutions Financials,  including key data mapping for accounts, contacts, product catalog, orders, and  price lists.