Microsoft Dynamics CRM

Sales Enablement

Uncover the gaps in your lead generation, management, forecasting opportunity management and other aspects of the sales process. With Microsoft Dynamics CRM, we can bridge the gaps in the sales process to ensure that no opportunities are missed.

Utilizing our experienced consultants, we can put you on a path that will help automate your sales process, making your team more efficient and selling more.

Sales Automation

Within Microsoft Dynamics CRM there are built in processes that can help optimize your sales team taking the guess work out of what to do next. With the familiarity of the Microsoft interface, your sales team can begin to simplify the sales process, automate lead management and boost sales.


Keep leads organized and prioritized in Microsoft Dynamics CRM by automating your lead management in a single system. When leads enter the system they are automatically scored and qualified based on your rules. They can then be assigned to a sales representative to follow up, who can then place the lead into a sales or marketing-led nurture.


Each opportunity in your Microsoft Dynamics CRM represents a potential sale. Manage these opportunities with a logical process that your entire sales team can follow. Each step ensures that each opportunity is accounted for and managed by a member of your sales team. An up-to-date report of current opportunities can help you make business decisions


In today’s market a quick response is almost expected. With activity management in Microsoft Dynamics CRM, you will be able to automate reminders, appointments and much more. Important tasks, calls and quotes are never forgotten and your customer benefits with exceptional customer service.


With a single view of an account, you will be able to view a summary of all activity and contact information. Upselling, cross-selling, and renewals are easier to propose when all the important details are managed in a single location.


Manage and predict the pipeline of new deals with a process that is broken down into their sales process stages. Pipeline management guides each sales representative through the same process for each opportunity ensuring consistency throughout the sales process.


Reporting for the sales pipeline can help identify any backlogs or bottlenecks that may occur in the sales process. You will be able to measure the success of your sales team and maximize results. Explore additional options like gamification or even a leader board to encourage adoption and friendly competition.

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