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Microsoft CRM – Sales module

Microsoft Dynamics CRM Sales helps sales teams and dealers to manage the process of generating new business opportunities, monitor business transactions, view, generate qualified sales forecasts and effectively sets the process of communication with customers.

The result is the acceleration of business processes, a higher percentage of closed transactions and increase customer loyalty.

Functions to meet the needs of the Sale

Modul pro prodej  - Microsoft Dynamics CRMComplete overview of customer:

Viewing and managing activities and history of each customer, including contact information, communications, open quotes, orders, invoices, credit limits and payment history.

Routing and management opportunities

Track information on prospective customers, and mapping surveys. Opportunities may be automatically routed to the correct salespeople or teams. Easily convert evaluated opportunities for business cases and their monitoring during the sales cycle.

Sales campaigns

Using of automated tools and guides to reach your customers and keep them informed about new products and services.

Business Process Management

Create, track, and close sales consistently and efficiently with workflow rules that makes sales process automated.

Product Catalog

Work with user friendly features for product catalog that includes support for complete pricing levels, warehouse units, discounts and other pricing options.

Administration of quotes and orders

Create and convert quotes to orders, and order management throughout the lifetime. If there is a financial applications integrated in Microsoft CRM, invoices for orders are generated automatically into the financial system.

To learn more about the modules?

Go to: Sales Module | Service Module | Marketing Module

Sales quotes

Settings enable to monitor the performance of salespeople compared with their objectives.


Viewing, sorting, and filtering a wide range of reports to identify trends, forecast sales activity, track sales processes, and evaluates the effectiveness of sales.

Sales literature

Create, manage, and distribute a searchable library of sales and marketing materials, including brochures, show-card, manuals and documents on the competition.

Modul prodej Microsoft Dynamics CRM

Competition monitoring

Track detailed information of competitors, their library and associate information with opportunities and sales literature. Monitoring competitor activity by product, sales area or other criteria.


Automatic routing, notifications and escalations. Workflow rules also easy to generate and send automated responses to customer requests via e-mail.

Correspondence and Mail Merge

Use customizable templates to create and send e-mails to customers and prospective customers. Materials can be created and sent using Microsoft Word mail merge.

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