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Sales Force Automation in Microsoft CRM (Dynamics 365)

Whether deployed in the cloud - or through the more traditional on-premise deployment - when implemented effectively and used correctly, Microsoft Dynamics CRM's Sales Force Automation (SFA) functionality can have a tremendous impact on your organization's sales performance.  By providing your sales team with both actionable information and automation, you allow your sales force to make better decisions, maintain pipeline visibility, prioritize intelligently,  and spend less time on administrative tasks - ultimately enabling them shorten sales cycles, increase close rates and spend more time with customers.

While nothing compares to a true hands on experience with the software, the following features highlight some of topine benefits you can expect when you use Microsoft CRM to handle your SFA:

Lead Management

  • Automatically assign activities and ownership for both inbound leads and existing leads based on predefined rules using out of the box work flows
  • Improve coordination with marketing
  • Real time visibility of leads by segment
  • Easily identify your hottest leads with conditional formatting

Opportunity Management

  • Track, segment and maintain visibility to all of your opportunities, with all the essential information you need in one central location
  • Create personalized quotes with specific pricing information and streamline the process from quote to order to invoice
  • Easily track revenues and success against competition

Account Management

  • Keep track of any interactions or activities associated with an account or contact
  • Leverage work flows and create automatic date specific reminders to keep track of important events
  • Get a 360 degree view of your accounts and see how they relate to everyone else in your database

Pipeline Management

  • Create and track quotas by date, employee, team, territory, business unit and more
  • Visual, out of the box pipeline reporting and dashboards
  • Track sales pipeline to improve forecastng

How We Can Help

As an award winning Microsoft CRM Partner, we leverage our 10+ years of CRM implementation experience to ensure that you effectively leverage your CRM investment and avoid the common mistakes that are typically made during these types of projects.

Sign up for a free 30 day trial of Microsoft CRM Online - and contact our CRM team at to discuss your project in some more detail.