Sales & Marketing

Streamline and automate your sales and marketing processes to enable your marketing team to generate more leads that are better qualified and enable your sales people to work more efficiently and spend more time selling.

Using familiar tools such as Microsoft Outlook, Word and Excel the Microsoft Dynamics CRM application has been designed to maximise user adoption to ensure that your customer information is up-to-date and accurate.

For Sales:

• Streamline sales process: provide the tools that will enable your sales people to sell more. Integration with Outlook, access to their customer data remotely, mobile phone integration provide the essential tools to allow your sales staff to spend more time with the customer and less on administration.
• Track pipelines: Execute complex pipeline queries easily so you can gain insight into leads and opportunities at every stage of the sales cycle.
• Manage quotes and orders: Easily create quotes, convert them to orders, then track and manage them throughout their life cycle from proposals to invoices.
• Ensure sales methodology relevance: Initiate, track, and close sales consistently and efficiently with workflow rules that automate sales stages, lead routing, notifications and escalations. Empower salespeople to create their own workflows with workflow tools designed for end users.
• Gap Analysis: Create sales opportunities by identifying products that customers have not purchased and would be suitable or relevant.

For Marketing:

• Create campaigns quickly: Use wizard-driven tools to keep your customers informed and aware of your new products and services.
• Manage sales and marketing lists: Import purchased lists to fuel your sales efforts. Using integration with the other Microsoft Office products rapidly produce mail merges and send email using familiar tools.
• Manage sales literature: Create, manage, and distribute a searchable library of sales and marketing materials, including brochures, white papers, and competitor information.
• Measure marketing spend: Track marketing spend to campaigns and register leads, sales opportunities, orders and invoices to marketing activities providing sophisticated marketing effective reports and analysis.

For further information contact us on 0845 094 2259 to see how CRM can help improve the Sales & Marketing functions of your business.