home       sitemap       contact us       Logout       register       search       
   
 
 
Microsoft CRM
  CRM for the RTO
  What is CRM?
  Sales Needs
  Marketing Needs
  Customer Service Needs
  Configuration
  Online video demonstrations
  More information

 

Sales Needs                                              

                                            

 

Microsoft CRM is a tool that will enable your sales force to be organised and rigorous in their work. Fast access to customer data and history will let them close deals fast. Microsoft CRM will also allow your sales manager to monitor, manage and report on sales activities.

 

Benefits

 

  • Access to a comprehensive contact database – Providing the sales team with a 360 degree view of all contacts.

 

  • Categorise contacts - You will be able to categorise your contacts and allocate them to your sales force based on territory, products, account type or in any way which suits you business.

 

  • Track progress - You will be able to define your sales process and track opportunities through each stage.       

 

  • Familiarity - It will allow you sales force to manage their calendars, tasks and phone calls through Outlook in the way they are used to but still provide full visibility to their colleagues and reporting for your management.

 

  • Prioritisation - It will provide your sales force with a snapshot of their day including, overdue tasks, current appointments and calls they need to make.

 

Comprehensive contact database

 

Categorise contacts

 

Track progress

 

Familiar to users

 

Prioritisation  

 

 

   

 


  � 2009 PnP Solutions Pty Ltd, All rights reserved.
Display