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SALES Overview. Presenter Name Presenter Title Presenter Date. Sales Tools Drive Company Value.

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sales overview

SALES Overview

Presenter Name

Presenter Title

Presenter Date

sales tools drive company value
Sales Tools Drive Company Value

“Firms enjoying Best-in-Class (BIC) performance enable several key process, performance and organizational capabilities, including a structured approach to competitive, market and sales intelligence (91%), creating a central repository of account, contact, and opportunity information(96%) and utilizing formal and documented sales processes(95%).”

Aberdeen Research

“Companies that use lead management automation tools to connect sales and marketing will see an increase in conversion rates by 50%.”

Gartner Group

typical business challenges in sales
Typical Business Challenges in Sales
  • Poor adoption by sales staff
  • Lack of consistent execution in sales process
  • Poor productivity (limited time for actual selling)
  • Unreliable prospect/customer information
  • Limited collaboration with other groups
industry views
Industry Views

“When we asked sales executives to rate their performance, we found that 60% sought improvement in forecasting,

50% wanted to improve their ability to adapt their sales process to marketplace change, and

49% rated their ability to identify and share best practices across the sales force as ‘subpar’.”

CSO Insights

According to Gartner Research, sales people spend only 45% of their time selling. The other 55% is spent on meetings, administrative tasks, account service,training, travel, research and intra-company communications.”

Gartner Group

“Leading firms embrace mobile CRM to improve productivity, increase system adoption and enhance the customer experience. Mobile CRM is now a must-do for many fields sales organizations.”

Liz Herbert - Forrester Research

change the game in sales
Change the Game in Sales

Improve the other 80% of sales staff

Convert every sales interaction into a sales opportunity

Break down physical boundaries, eliminate down time

microsoft dynamics crm sales solution
Microsoft Dynamics CRM Sales Solution
  • Sales Capabilities
  • Full feature set
  • Sales Workflow
  • Designed for
    • Users
    • Managers
    • Executives
territory management and planning
Territory Management and Planning
  • Lead Management Components
  • Territory definition
  • Territory association
  • Groups and permissions

Complete set of features/tools for sales planning, territory management and resource allocation

  • Quota capabilities
  • Task assignment and routing
  • Resource Manager
  • Microsoft Advantage
  • Resource Center ideal for sharing best practices
  • Robust role and group-based permission management
  • Strong global capabilities for team selling
lead management
Lead Management
  • Lead Management Components
  • Lead capture and import
  • Monitoring of leads
  • Prospecting

From capture to tracking to evaluation to qualification to conversion and automatic distribution.

  • Qualification and Scoring
  • Routing and Assignment
  • Conversion
  • Microsoft Advantage
  • Automatic association of incoming emails to leads
  • Effortless conversion of leads/responses to opportunities
  • Seamlessly integrated with marketing capabilities
opportunity management
Opportunity Management
  • Lead Management Components
  • Deal tracking
  • Competitive intelligence
  • Task management

End-to-end management of opportunities with seamless integration to MS Office and strong workflow helps sales reps. close the deal

  • Products and pricing
  • Workflow and rules
  • Quote to Order
  • Microsoft Advantage
  • Seamless tracking of all associated communications
  • Robust workflow for repeatable best practices
  • Comprehensive Quote/Invoice/Order functionality
account management
Account Management
  • Lead Management Components
  • Data quality controls
  • Contact management
  • Relationship tracking

A focused and coordinated approach to the management of existing customers and the additional revenue opportunities they afford

  • Activity management
  • Query and Search
  • Contract management
  • Microsoft Advantage
  • Complete view of all products and interactions
  • Easy access to contracts and renewal dates
  • Complex relationship mapping and tracking
sales analytics
Sales Analytics
  • Lead Management Components
  • Forecast and pipeline reports
  • Other OOB sales reports
  • Report Wizard

Full spectrum of sales analysis capabilities ranging from basic reporting to OLAP/data mining and dashboards

  • Trending and historical analysis
  • OLAP and data mining
  • Microsoft Advantage
  • Broad capabilities from dashboards to OLAP analysis
  • New reports just “Next” button away
  • Easy report sharing and editing
improved sales productivity
Improved Sales Productivity


Sales Process

Consistent Online/ Offline Experience

360° View of the Customer

Maximizing Customer


Effortless Forecast and Pipeline Analysis

Increases consistency, productivity and provides more time to sell

Delivers better forecast information and financial planning

Drives greater efficiencies, lower cost of sale and better team selling

Enables effective proactive cross-selling and up-selling

Enables rapid and relevant response and tailored sales activities

powered by microsoft
Powered By Microsoft

Robust Workflow Tools – Designed for the business user

Native Outlook Client – Familiar and intuitive interface

Powerful Remote Capabilities – Consistent offline/mobile

Point & Click Customization – Easily adapts to fit business

Comprehensive Business Intelligence – Easy access and use

key benefits of microsoft dynamics crm
Key Benefits of Microsoft Dynamics CRM



Improved Close Rates

Greater Sales Efficiency

True 360° Visibility

Increase revenueby optimizing sales resources and processes via repeatable best practices

Improve decision-making with 360° visibility into accounts, leads, opportunities and cases across the organization

Spend more time for selling

with better collaboration and consistency across the sale organization

Shorten sales cycles via enforceable workflows and more accurate customer data

key benefits for sales
Key Benefits for Sales

VP of Sales

  • Reach customer satisfaction goals
  • Drive new revenue opportunities
  • Achieve true business insight and visibility
  • Manage key sales KPIs
  • Increase sales staff empowerment and morale
  • Enforce a consistent sales process



Sales Rep

  • Improve personal productivity
  • Achieve holistic view of customer needs
  • Seamlessly track customer comms. and interactions
key benefits for it
Key Benefits for IT

Chief Information Officer

  • Achieve rapid time to value
  • Realize low total cost of ownership (TCO)
  • Leverage consistent IT architecture & standards

IT Team Lead

  • Adapt to the company as it evolves and changes
  • Easily integrate existing applications and data
  • Extend the power of the Dynamics CRM



  • Adapt to the ever-changing business requirements
  • Track key KPIs and cross-team workflows
  • Improve relevancy via point & click customization
global customer base
Global Customer Base

Mid-size Companies

Large Enterprises

Small Businesses

customers in action
Customers in Action


Best Buy For Business

Raymond James

  • Wealth Management
  • 3,300 users
  • Uses Microsoft Dynamics CRM for consultative selling
  • Helps them focus on building stronger relationships with financial advisors
  • Engineering Services
  • 2,500 users
  • Uses Microsoft Dynamics CRM as enterprise-wide CRM system
  • Helps them focus on back-end system integration and complex CRM
  • Technology Retail
  • 225 users
  • Uses Microsoft Dynamics CRM to empower B2B sales consultants
  • Helps them focus on improving productivity of sales representatives
customer perspective
Customer Perspective

“One of the things that really attracted us to Microsoft CRM is that, combined with Microsoft Outlook, it’s just like one product. In anything else, you’d be duplicating efforts in two separate products.”

Whistler Tourism

“It’s given our advisors a daily discipline for pursuing leads and more time for personal relationships with people. We can identify our best sales people and leverage their best practices”


“As the CEO of a global company, Microsoft Dynamics CRM allows me to log in to all of our remote sites to get a snapshot of what’s going on. I can get a real-time snapshot of what any of my business units are doing, any day of the week.”

Commtech Wireless

customer roi
Customer ROI
  • 95% reduction in access time to customer data
  • 10% improvement in time-to-customer quote
  • 184% ROI achieved in 8 months
  • 8% increase in staff productivity,
  • 5% reduction in sales staff turnover
  • $2.3 million ROI
  • 85% reduction in time for processing big certifications
  • 8% increase in 1st year of number of largest gift donors
  • 27% growth and additional $1 million in Membership of Emerging Leaders Program
partnering for success
Partnering for Success

Software and Services Partners for Sales

why microsoft dynamics crm
Why Microsoft Dynamics CRM

Microsoft Dynamics CRM delivers:

  • An unparalleled user experience for sales professionals
  • Choice of user access and delivery method
  • Easy integration to legacy systems and data
  • Consistent, workflow-driven sales processes
  • A full spectrum of sales intelligence capabilities from basic queries to predictive analytics
positioning statement
Positioning Statement

For sales staff that value productivity and empowerment and organizations that desire business agility, Microsoft Dynamics CRM provides the best mix of relevant functionality, unparalleled platform flexibility with the broadest choices of access and deployment.

microsoft dynamics crm for sales building a sales solution
Microsoft Dynamics CRM for Sales:Building a Sales Solution

Core components of a sales application include:

Lead and Opportunity Management

Account and Contact Management

Territory Management

Products, Pricing and Quotes

Forecasting and Sales Analytics

Key Benefit Areas

Workflow across Teams and Groups

Tight Microsoft Office Integration

Offline and Mobile Device Access

Commonly integrated components include:

Sales Methodology Solutions

Product Configurators

microsoft dynamics crm for customer service increased personal productivity
Microsoft Dynamics CRM for Customer Service: Increased Personal Productivity
  • Goal: Deliver a rich set of productivity features to allow sales reps to work more effectively
    • Reduce time spent on data input and routine daily tasks
    • Eliminate inaccurate/duplicated contact and account data
    • Use the latest Office enhancements to drive sales effectiveness
  • Key Capabilities in Microsoft Dynamics CRM 4.0
    • Auto-correct on data entry for accounts, opportunities, and more
    • Office and Outlook personal productivity enhancements
    • Batch and real-time data de-duplication
    • Improved mail-merge functionality
    • 360° activity management and visibility
microsoft dynamics crm for customer service coordinated sales response management
Microsoft Dynamics CRM for Customer Service: Coordinated Sales Response Management
  • Goal: Easily manage the process of each stage in responding to RFPs and other sales requests
    • Define and manage specific tasks and signoffs for responses
    • Coordinate contributions from multiple groups
    • Optimize resources to maximize productivity
    • Ensure high-quality in every response delivered
  • Key Capabilities in Microsoft Dynamics CRM 4.0
    • Intra-team and cross-team workflow
    • Improved mail-merge
    • 360° activity management and visibility
microsoft dynamics crm for customer service global team selling
Microsoft Dynamics CRM for Customer Service: Global Team Selling
  • Goal: Enable team-based opportunity management within or across regions
    • Coordinate effectively on more complex deals
    • Execute consistent processes across teams and roles
    • Coordinate and track communications across teams
  • Key Capabilities in Microsoft Dynamics CRM 4.0
    • Multi-language, multi-currency, and multi-time zone support
    • Presence integration for real-time communication
    • 360° activity management and visibility
microsoft dynamics crm for customer service complex relationship management
Microsoft Dynamics CRM for Customer Service: Complex Relationship Management
  • Goal: Manage the complex real-world relationships between contacts, accounts, leads, territories, & more
    • Easily extend the sales system to reflect the complex relationships that exists within your customer base and your sales organization
    • Support complex business models and channels
    • Analyze relationships across multiple data objects to determine emerging trends and opportunities
  • Key Capabilities in Microsoft Dynamics CRM 4.0
    • Support for complex many-to-many relationships
    • Full reporting for custom entities and across multiple entities
    • 360° activity management and visibility
microsoft dynamics crm for customer service consistent experience for mobile sales
Microsoft Dynamics CRM for Customer Service:Consistent Experience for Mobile Sales
  • Goal: Deliver a productive sales environment for mobile field sales organizations
    • Keep sales synchronized in Outlook, ready for mobile use
    • Full access to from Outlook or other clients
    • Analyze sales data offline or online
  • Key Capabilities in Microsoft Dynamics CRM 4.0
    • Continuous background synchronization to Outlook
    • Choice of mobile clients: Outlook, browser, or mobile devices
    • Offline reporting and analysis
    • Flexible options for email sending and routing
    • Full remote access without a VPN
strong momentum in sales
Strong Momentum in Sales

Microsoft Dynamics CRM has emerged as a market leader in the sales management space, driven by its ease of use for sales professionals and by the flexibility of the underlying SOA platform.

Source: Gartner Magic Quadrant forCRM Customer Service Contact Centers, 2007 [emphasis added]

sfa customer quotes
SFA Customer Quotes

“This is the first time we are able to look at clients in a broader way and we will know exactly what is happening with a client throughout our network. It will definitely enable us to serve our global clients better.”


“We’ve embarked on building a world-class sales organization, and we couldn’t have done it without a world-class sales force automation tool. Microsoft CRM is playing a central role in achieving this goal.”

Best Buy

“For the first time, we have handshaking between sales and operations. Microsoft gives us real-time intelligence from sales through fulfillment. Life is better for our sales people and for our customers.”

The Virginian Pilot