Profitable Sales Management

Microsoft CRM takes your sales function to another level. Understand what’s selling and what’s not, where your new business is coming from, what your customers are buying and how your sales teams are performing. Use this information to focus on the tasks that you know will provide value to the business and in turn will accelerate your business growth.

Set & measure sales targets

Microsoft CRM provides a single view of how your sales people are performing and how your product or services portfolio is selling. You can see where their new business is coming from, where the gaps are and how well your opportunities are progressing.

Assign territories, accounts and product groups

Using Microsoft CRM to assign groups of products, customers or geographies means everyone has complete clarity as to where their focus lies. No unwanted overlaps, no missed opportunities and complete accountability for each of your defined groups.

Track sales follow-ups and proposal follow-ups

Having thorough sales processes can significantly affect your chances of winning new business. Microsoft CRM will automate those processes so everyone has visibility of how an opportunity is progressing and whether the right steps are being taken to convert them into new business.

Easily transition from one account manager to another

No spreadsheets, paper diaries, memorised numbers or unrecorded conversations. Microsoft CRM captures your business’ relationships in their entirety and holds them centrally for any new member of staff to quickly review and use. Business opportunities are not lost and your customers experience seamless account management.

Understand which products and services are selling and which are not

Analyse your sales activity to understand which are your star products and services and which are the under achievers. Once you have sight of where the gaps are in your portfolio, you can implement changes based on factual data, whist ensuring your sales effort is correctly aligned to the products and services that are most profitable for your business.

Access your customers’ information wherever you are

With sales people up and down the country (or across the world), a CRM system has to work where they are. Access Microsoft CRM from any location and keep in touch with team members and customers.

For more information about profitable sales management with Microsoft CRM, please contact us.