Increase sales success
- Opportunity Sales Duration
- Opportunity Won/Lost per Month
- New Opportunities per Week
- Top 10 Sales per Quarter.
Marketing - insight into ROI:
- New Leads per Week
- Lead Conversions per Month
- Leads by Source Campaigns
- Value of Opportunities by Campaign
Deliver efficient, consistent customer service
A shared knowledge base and automated routing and queuing make it easy to serve customers efficiently.
- Incident Average Days Open
- Incident Resolution Percentage
- Number of Open this Month
- Open Incidents by Agent.
Work from Outlook or the Web browser
Access full sales functionality online or offline through Microsoft Outlook, or work online from any location using a Web browser.
Integrate powerfully
Integrate with Microsoft Office, Microsoft Business Solutions Financials, and other business systems.
- Sales and Customer Services functionality: Sales and Customer Service functionality integrates tightly, making it easy to share information across the business.
- Microsoft Outlook client: Salespeople can use Microsoft Outlook to work online and offline with access to full sales functionality.
- Microsoft Office: Integration with Microsoft Office lets users create print communications using Microsoft Word Mail Merge, as well as export data to Microsoft Excel.
- Microsoft Business Solutions: Microsoft CRM integrates easily with Microsoft Business Solutions Financials. Key data mapping includes accounts, contacts, product catalog, orders, and price lists.
- Third-party applications and Web services: Marketing Automation for MS CRM - SalesFUSION
Microsoft Customer Relationship Management is designed to meet budget and support needs for mid-market businesses. Delivery and implementation through certified Microsoft Business Solutions partners include hands-on assistance with setup and maintenance processes, along with comprehensive training and support resources.