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Sales Force Automation Module


The Sales Force Automation Module optimizes the sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. The module provides a highly intuitive interface, while the Microsoft Office capabilities shorten the sales cycles, increases the closing possibilities and achieves a real-time insight.
Improves sales planning and management
  • Sets up territories and teams for optimal organizational efficiency;
  • Creates price lists, discounts and unit groups to streamline offer management;
  • Provides post sales best practices and tips in the Resource Center;
  • Uses strong role-based and group-based permissions for easy information distribution.
Automates the company’s lead system
  • Better coordinates with marketing by tracking leads in one centralized system;
  • Automatically associates email messages with relevant leads or opportunities;
  • Assigns leads and tasks automatically based on predefined rules;
  • Instantly lights up the most promising leads with conditional formatting;
  • Uses guided dialogues to streamline the qualification process;
  • Streamlines the lead scoring and conversion;
  • Instantly segments the customer database to identify new leads.
Manages opportunities effectively
  • Closes deals faster by centrally tracking key deal information;
  • Enables more effective team selling with team-based ownership;
  • Creates and monitors customized offers and pricing for each opportunity;
  • More effectively positions against the competition with seamless competitor tracking;
  • Better identifies and leverages extended relationships (lawyers, consultants) in the sales process;
  • Streamlines the proposal creation with embedded document management capabilities;
  • Establishes consistent enterprise-wide sales processes with predefined workflows;
  • Tracks generated revenue with out-of-box order and invoice tracking;
  • Uses leading sales methodologies like Miller Heiman, SPI and TAS right within Microsoft Dynamics CRM.
Streamlines the account management
  • Tracks all activities and interactions for each contact and account;
  • Identifies influencers, constituents, allies and roadblocks for each account;
  • Quickly identifies cross-sell and up-sell opportunities with embedded analytics;
  • Automatically tracks contract renewal dates and details;
  • Better understands complex organizational structures with hierarchal relationship tracking.
Boosts sales productivity
  • Uses Microsoft Dynamics CRM right within Microsoft Office Outlook;
  • Instantly locates the information needed with preview panes, personal views, record pinning and Most Recently Used lists;
  • Improves communication and team collaboration through seamless integration with Microsoft Office products;
  • Promotes Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks;
  • Reduces wasted cycles with robust data import and data de-duplication features;
  • Ensures that sales people are working on the most current data with bidirectional data synch between Microsoft Office Excel and Microsoft Dynamics CRM.
Enhances pipeline management
  • Easily tracks the sales pipeline for improved financial planning;
  • Increases the accuracy of revenue projections with individual or rollup forecasting;
  • Tracks revenue goals by dates, financial periods or other predefined criteria;
  • Instantly tracks sales quota versus attainment at individual or group level;
  • Identifies key trends for deals won or lost and optimizes the sales process.
Simplifies the workflow processes
  • Improves productivity with personal, team and organizational workflows;
  • Leverages guided dialogues across the sales organization to reduce training and ramp-up time;
  • Automatically creates or assigns tasks and activities when rules are triggered;
  • Automates simple or multilevel approvals with predefined workflows;
  • Provides automatic scoring and distribution of leads;
  • Sets alerts for key events or milestones;
  • Defines and enforces consistent sales processes enterprise-wide.
Leverages Mobile Express for Microsoft Dynamics CRM
  • Empowers the sales force with real-time access to customer data from any web-enabled device;
  • Better prepares for customer meetings via real-time account details;
  • Rapidly responds to customer requests while on the road;
  • Continuously works details by updating and receiving leads 24/7;
  • Discovers new up-sell and cross-sell opportunities right on the spot.
Provides visibility and improves the decision making processes
  • Provides business insight with flexible dashboards and inline data visualization;
  • Views key performance indicators in real time with prebuilt dashboards;
  • Uses built-in sales reports to conduct detailed analyses without IT assistance;
  • Uses robust data cubes for insightful trending analysis;
  • Employs predictive analytics to identify key selling scenarios;
  • Takes advantage of the intuitive Report Wizard to instantly create ad-hoc reports.


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