Sales Force Effectiveness

 Planning | Leads | Opportunities | Customers | Account Management | Sales Productivity | Mobility 

Planning DP 23242364 l

Planning - Improve Sales Planning & Management

  • Set up territories and teams for optimal organisational efficiency. 
  • Create price lists, discounts and unit groups to streamline offer management. 
  • Post sales best practices and tips in the Resource Centre.
  • Use strong role-based and group-based permissions for easy information distribution.

Leads - Automate your lead system

  • Upload from your webpage automatically
  • Identify neglected leads
  • Track leads in one centralised system. 
  • Automatically associate email messages with relevant leads or opportunities. 
  • Assign leads and tasks automatically based on predefined rules. 
  • Quickly light up the most promising leads with conditional formatting. 
  • Use guided dialogues to streamline the qualification process. 
  • Streamline lead scoring and conversion. Quickly segment 

Leads Opportunity DP 25195383 l

Opportunities - Effectively manage opportunities

  • Help close deals faster by centrally tracking key deal information. 
  • Enable more effective team selling with team-based ownership. 
  • Create and monitor customised offers and pricing for each opportunity. 
  • More effectively position against the competition with seamless competitor tracking. 
  • Better identify and leverage extended relationships (lawyers, consultants) in the sales process. 
  • Help streamline proposal creation with embedded document management capabilities. 
  • Establish consistent sales processes enterprise-wide with predefined workflows. Track generated revenue 

Customers - Single view of CustomerSingle View DP 26369895 l

  • Track activities and interactions for each contact and account. 
  • Identify influencers, constituents, allies and roadblocks for each account. 
  • Quickly identify cross-sell and up-sell opportunities with embedded analytics. 
  • Automatically track contract renewal dates and details. 
  • Better understand complex organisational structures with hierarchal relationship tracking


Account Management

  • Plan Customer activity strategy
  • Record Revenue and Product Sales Targets
  • Measure Performance of Staff against KPI's
  • Improve Customer communication
  • Identify and track Competitor activities
  • Improve decision making by having all information centralised

Productivity ACman DP 5815136 l

Productivity - Boost sales

  • Use Microsoft Dynamics CRM within Microsoft Office Outlook. 
  • Quickly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists. 
  • Help improve communication and team collaboration through seamless integration with Microsoft Office products. 
  • Promote Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks. 
  • Reduce wasted cycles with robust data import and data de-duplication features. 
  • Help ensure your sales people are working on the most.

Mobility - Access via all popular Mobile Internet BrowsersMobility DP 16361249 l

  • Empower your sales force with real-time access to customer data from any web-enabled device. 
  • Better prepare for customer meetings via real-time account details. 
  • Rapidly respond to customer requests while on the road. 
  • Continuously work details by updating and receiving leads 24/7. Discover 

Please Call Me (Obligation Free)

  1. Name(*)
    Please enter your name.
  2. E-mail(*)
    Invalid email address.
  3. Phone(*)
    Please enter your contact number
  4. Enquiry
    Invalid Input

Please Demonstrate This Solution

  1. Name(*)
    Please type your full name.
  2. E-mail(*)
    Invalid email address.
  3. Phone
    Please supply a contact number
  4. I would like to see a demonstration of:(*)
    Invalid Input