Microsoft Customer Relationship Management (CRM) Sales is designed to help your sales team work without limits - on the road or at the desk, online and offline, they'll have comprehensive customer and product information.

CRM Sales gives you the tools you need to find more prospects and quickly convert them to satisfied customers. With CRM Sales, your marketers can pinpoint their targets, capture highly qualified leads and perform cost/benefits ROI analyses on marketing activities. Your sales people can manage the complete prospect-to-customer life cycle, give accurate revenue forecasts to management and automate many administrative tasks.

Managing Leads
With CRM Sales, you can manage the entire life cycle of a sales opportunity, from the time it first appears as an inquiry to its conclusion as a new customer. You can easily capture critical prospect, customer and competitor information. And share it with others throughout your enterprise, giving your people a much-needed competitive advantage. Customers no longer have to repeat themselves whenever their case is passed on to someone else. Ultimately, this seamless flow of information facilitates a smooth transition from sales to support, resulting in greater customer satisfaction and more sales.

Increase Sales Efficiency
With CRM Sales, you can automatically convert quotes to orders, check for duplicates and track milestones. Its action plan feature ensures that nothing falls through the cracks. Sales managers can enforce business rules and make accurate revenue predictions. Plus, CRM Sales's automated sales assistant feature takes over many routine administrative tasks, giving sales people more "face time" with their customers.

Constant Customer Contact
CRM Sales makes it easy for you to be responsive and proactive in communicating with your prospects and customers with the ability to schedule calls, appointments and tasks. CRM Sales includes its own follow-up monitor for creating alarmed notifications of action items. Plus, you can e-mail or fax literature and messages to customers directly from the application interface.

Microsoft CRM Sales module includes the following features:

Quotas
Use customizable quotas to measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the assigned quota.

Territory Management
Create territories for salespeople, enabling them to manage and valuate territory-based sales processes with workflow rules and reports.

Reports
View, sort and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes and evaluate business performance.

Sales Literature
Create and maintain a searchable library of sales and marketing materials including brochures, white papers and competitor information.

Competitor Tracking
Maintain detailed information on competitors and associate that information with opportunities and sales literature. Reporting functionality tracks competitor activity by product, region or other criteria.

Workflow
Use workflow rules to automate leads routing, notifications and escalations, as well as generate and send auto-response e-mail to customer requests.

Correspondence and Mail-merge
Use customizable templates to create and send e-mail to targeted prospects and customers. Print communication materials can be created and sent to prospects and customers using Microsoft Word Mail Merge .

Microsoft Outlook or Internet Explorer
Work online using Internet Explorer or offline using Microsoft Outlook. Both interfaces provide access to accounts, opportunities, products, quotes, orders, sales literature, CRM contacts, appointments, tasks and e-mail capabilities.

Complete Customer View
View and manage customer account activity and history, including: contact information, communications, open quotes, pending orders, invoices, credit limits and payment history.

Lead Routing and Management
Track information on prospective customers, then qualify and assign inquiries. Leads entered into Microsoft CRM can be automatically routed to the correct salespeople or teams based on rules defined by the business or administrator.

Opportunity Management
Convert qualified leads to opportunities without data re-entry, and then easily track opportunities through the sales cycle.

Sales Process Management
Track and close sales consistently and efficiently with workflow rules that automate stages in the selling process.

Product Catalog
Use a full-featured product catalog that includes support for complex pricing levels, units of measure, discounts and pricing options.

Order Management: Quotes, Orders and Invoices
Convert quotes to orders, then modify and save orders until they are ready to be submitted. If a financial application is integrated, invoices for orders are published automatically into Microsoft CRM from that system.