Sales

Take Control of Your Sales Process

Dashboards and Business Analytics

• Real-time view of the business against your company’s key performance indicators
• Report packages that govern business reviews and ensure a consistent operating rhythm
• Measure real-time metrics against historical performance growth and results

Automated Lead Flow Process

• Use workflow to route leads to the right rep or sales team
• Ensure leads are followed up on in a timely and consistent manner
• Enforce a lead qualification process and rating system
• Convert leads to a sales opportunity with a click of a button

Pipeline Management and Revenue Forecasting

• Establish consistent sales processes for accurate pipeline and business reviews
• Track revenue goals vs. sales performance for improved financial planning and accountability
• Identify key trends and remove barriers to sales productivity

Sales Rep Automation

• Access information quickly and easily through Microsoft Outlook or any internet connection
• Instant visibility into the touchpoints across the organization for each customer or prospect
• Gain visibility through easy filtering and searching for information
• Promote Outlook Contacts to Microsoft Dynamics CRM with one mouse click