Microsoft Dynamics CRM Sales Module

• e-mail conversations
• Phone calls
• Snail mail
• In person face to face meetings
• Web conferences

Sales executives can track the progress of client opportunities, leads and other sales related activities with CRM. By the addition of custom fields, and creating customized views for sales related entities, it can help your inside and field sales teams to capture key customer data points across:

• Accounts
• Contacts
• Leads
• Opportunities
• Orders

In some cases, you can provide guidance to your telesales team on opportunity qualification, capture demographic information for future cross-sell and up-sell opportunities, and curate information to help nurture relationships with key influencers and decision makers.

Relationships between all of the sales related entities can be quickly identified, and as leads are qualified into opportunities, the bonds of those relationships are maintained.

Dynamics CRM 2015 provides the opportunity for executives to collaborate with Surucas consultant in the mapping of your sales process against the steps a sales representative has taken in their client meetings and communications. Managers can suggest certain tactics to their reps based on the steps they have taken, and in case there are steps which haven’t been completed or documented, there are opportunities for coaching.

The sales related entities are ideal uses for the Mobile app and web interface. Ensuring your CRM views are mobile optimized for Accounts, Contacts, Leads and Opportunities is critical if you have a field and/or geographically dispersed sales team.

Sales and Marketing employees also have many opportunities to ensure data quality in CRM, including:

• Merging processes for leads, and alerts to users in case a duplicate lead is being created.
• Opportunities for editing data, and associating leads with existing contacts or leads
• Controls over mandatory fields, options for pick lists and lookups to govern the collection of required data before a record can be saved or moved forward in the sales process.

When opportunities are moved to closed revenue, or even if an opportunity is closed as a loss, Dynamics CRM allows for the collection of other data, such as:

• The reason for the win (or loss) of the sale
• Competitors that were also vying for the client’s business
• Elements of the sales process which were particularly effective, or ineffective

 

Surucas can help your sales organization to configure the Dynamics CRM sales module, and the associated entities to collect strategic data, and help your sales team be more effective in front of your customer. We can help you create continuity in your Miami business to business sales processes, and provide your management team with ideal visibility into key sales performance metrics.

Keeping the momentum of opportunities moving forward, especially for high value transactions, is critical. By capturing e-mail conversations, orders, contact information and other communications, sales reps don’t need to rely on their memory, spreadsheets or piles of paper to keep sales moving forward.

We can help you leverage Dynamics CRM as a secure, trusted repository of client data for office bound and remote sales reps. Even if you have employee turnover, Dynamics CRM can help you safeguard your company’s profitability and customer satisfaction.