top of page

SFA In Microsoft Dynamics CRM

Updated: Jul 16, 2021

What is so phenomenal about Dynamics CRM Sales Force Automation? Well, there’s more than a few things.

Different types of organizations in different parts of the world are using Microsoft Dynamics CRM Sales Force Automation to increase revenue by improving efficiency and effectiveness. Here’s why:

Lead to Cash Visibility - Track interactions, communications, offers, and orders throughout the sales cycle so you can drive sales excellence with every interaction.

Mobile Productivity - Continue to work the deal, engage with customers, and manage your sales pipeline with offline support and robust mobile device solutions.

Intelligent Lead Management – Easily convert leads and automatically route them to the most effective resource with intuitive lead management and flexible sales territories.

Holistic Account Management – Better understand your customers’ needs and preferences with a 360-degree customer view and easy-to-use segmentation tools.

Real-Time Forecasts - Keep your pulse on sales performance and improve financial planning with real-time sales forecasts and pipeline reports.

Features of Microsoft Dynamics CRM Sales Force Automation Include:

  • Assign leads and tasks automatically based on predefined rules.

  • Role-based and group based permissions for easy information distribution.

  • View key performance indicators in real time with prebuilt dashboards.

  • Automatically track leads in one centralized system.

  • Easily track the sales of pipeline for improved financial planning.

  • Establish consistent sales processes enterprise-wide with predefined workflows.

So, is Microsoft Dynamics CRM right for you? You have to ask yourself these two questions:

  1. How well are you measuring your company’s sales performance?

  2. How are you tracking sales leads and opportunities as they come along?

If you think Dynamics CRM is right for you contact us at Solution Systems by clicking here

Follow Us!

Recent Articles

bottom of page