Streamline Your Customer Relationships
Use Microsoft CRM Online to manage and coordinate all steps of the sales cycle – from targeting potential customers to closing deals and managing post-sales relationships. Studies show that a CRM application can decrease sales and marketing costs by 23%.
For Your Sales Team
Leads
Keep track of all your sales prospects and identify your top leads. Create follow-up processes and
lead routing. Cross-sell to your existing customers and create perfect sales pitches for new potential clients.
Accounts
Track activities and interactions for every account. Keep track of customer preferences with notes and
easily identify cross-selling and up-selling opportunities.
Workflows
Automate sales activities, lead handling and lead routing. Organize your customers in territories, manage quotes, orders, price lists and discounts.
Analytics
Analyze sales performance in real-time with dashboards and reports. Track sales pipeline, use reports to forecast sales and identify trends,
issues and opportunities.
Mobility
Stay connected to your customers while you’re on the road. Keep sales and marketing materials at your fingertips and improve productivity by
working from anywhere online or offline.
Social
Create leads based on social posts and act on buying signals. Analyze sentiment, trends and buzz using Microsoft Social Engagement. Introduce yourself to leads using mutual connections.
For Your Marketing Team
Data
Predict customer behaviors based on interactions and preferences. Segment customers and leads to gain a competitive advantage and create lists of potential customers.
Planning
Plan, execute and optimize each marketing activity. Track multichannel campaigns from lead to sale
and measure campaign efficiency and response rate.
Collaborate
Sales and marketing works together to qualify and nurture leads, close more deals and cross-sell to existing customers.
Analytics
Optimize marketing activities with real-time performance reports, use strong business
analytics reports to respond to emerging trends
and opportunities, forecast performance and track KPIs across all channels.
Mobility
Create or update marketing campaigns from anywhere, at anytime. Analyze, update and assign leads while you’re on the road. Give remote
workers access to sales and marketing materials.
Multichannel
Boost customer engagement with tailored multichannel campaigns – email, digital, social, traditional, etc.
For Your Customer Service
Accounts
Access customer data through a single application. View customer information at a glance to resolve problem quickly. Manage across all channels and keep track of case priorities.
Scheduling
Always know how many issues need to be resolved and which representative is involved with a specific case. Centralized view available for your team’s calendar.
Workflows
Automated routing, queuing and escalation of support activities. Workflows let you automatically assign cases to specific agents.
Analytics
Dashboards and scorecards let you monitor your results and track your service performance. Use historical data to raise customer satisfaction.
Mobility
Access, send and share data from devices. Improve communication between your sales and support team.
Knowledge
Transfer knowledge base articles to customers to respond quickly to their inquiries. Analytics show you which knowledge base is being consumed and helps you identify common issues.
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