© 2021 RSM US LLP. All rights reserved.
Traditional CRM functionality
Microsoft Dynamics CRM for sales and marketing
Customer relationship management (CRM) is all about information–capturing and managing all the information available from marketing activities, direct contact, customer inquiries and response, sales, service activities, comments and complaints, anything to do with customer interaction. Storing, organizing and managing that information, and making it available to support customer service is where CRM generates its benefits.
Sales by Microsoft Dynamics CRM–offers a complete and intuitive solution that can help salespeople be more productive so they can focus on what's most important—delivering amazing customer experiences. With the sales force automation tools in Microsoft Dynamics CRM, your sales teams can sell more effectively in this new era. By providing the essential insight, guidance and tools that salespeople need, you can focus on the right customers and priorities, win faster by collaborating with colleagues, and build a trusted relationship with customers through personalized and relevant engagements.
Opportunity management–manage customers and deals all in one place. Stay informed with accurate third-party firmographics, news and compelling events from Insights, powered by InsideView. Know exactly what steps to take next with embedded business process user interface and an overview of daily priorities from Cortana, your digital personal assistant. Close more deals when you connect, discover and share ideas via Skype for Business, Yammer, Office 365 Groups and OneNote.
Social selling–find more leads by using social media to identify and act on buying signals and create leads based on social posts. Get a snapshot of social activities through embedded buzz volume, trends and sentiment analysis, using Microsoft Social Engagement. Increase response rates by reaching out to new contacts through mutual connections surfaced by Insights, powered by InsideView.
Planning and management–set goals, monitor results, and provide feedback and coaching in real time. Motivate sales reps through creative and fun team-based competitions with FantasySalesTeam from Microsoft. Business process management aligns sales behavior with best practices, eases on-boarding of new sales reps and standardizes customer engagement.
Content collaboration–create personalized sales documents as a team with automatic document generation and real-time co-authoring. Manage contextual CRM documents across SharePoint, Office 365 Groups and OneDrive for Business. Relevant content comes to you with Delve based on what you are working on and who you’re working with.
Mobile sales–work on the go with rich, modern mobile apps that provide contextual news and social data, and task flows for quickly completing frequent activities. Quickly manage data using intuitive natural language voice commands to create new records, schedule meetings, set reminders and find information. Get work done anytime, anywhere with mobile apps that work online or offline.
Sales intelligence–sell smarter with cross-sell recommendations and lead scoring embedded inside CRM, and trending documents inside CRM dashboards. Discover new insight with Power BI’s pre-built, interactive dashboards and reports, advanced visualizations, and natural language Q&A. Gain visibility into sales performance with at-a-glance dashboards and contextual charts inside CRM.
Lead management and scoring–increase sales-ready leads with advanced lead management and lead scoring. Boost prospect interest through multistage, trigger-based nurture programs that deliver personalized content and offers. Combine your sales and marketing funnel to better serve sales.