Microsoft Dynamics CRM Sales module enables centralization and consolidation of customer data, monitoring, optimization and implementation of your organization's sales cycle.
Sales Module enables access to:
- Detailed customer information, such as the previous cooperation in the matter of tenders, orders, contracts, meetings, after-sales potential, benefits, etc.
- Use advanced tools for finding potential clients based on a wide range of criteria (filters)
- Details about sent proposals and orders for the product / service / customer filtered by region, by the local office, reseller, etc.
- Monitoring of all documentation related to the retail cycle with the creation and maintenance of a knowledge base of sales, or marketing materials and advanced search options
- Monitoring your competitive data and their activities towards the customers, by product, region, etc.
- Setting up your product catalog with the definition of price categories, units of measure, discounts and prices
- Generating very complex predefined reports, with the ability to create them according to your needs
- Integration with your accounting system, which completes the invoicing process
- Integration with Microsoft Outlook, which enables automatic converting of e-mail requests / replies to clients to leads / opportunities)