CRM software allows users to organize and then manage the sales process efficiently. The software also enables businesses to get everything possible from leads they already possess, maintain a consistency among team members, plan and forecast at earliest convenience, and create a sales process that benefits the company in multiple ways so it can be used again. is no exception. With the following capabilities, it can streamline your sales processes to the extreme:
- Improve sales planning and management
- Set up territories and teams for optimal organizational efficiency.
- Create price lists, discounts and unit groups to streamline offer management.
- Automate your lead system
- Better coordinate with marketing by tracking leads in one centralized system.
- Assign leads and tasks automatically based on predefined rules.
- Streamline lead scoring and conversion.
- Manage opportunities effectively
- Close deals faster by centrally tracking key deal information.
- Enable more effective team selling with team-based ownership.
- Better identify and leverage extended relationships (lawyers, consultants) in the sales process.
- Enhance pipeline management
- Easily track the sales pipeline for improved financial planning.
- Increase accuracy of revenue projections with individual or rollup forecasting.
- Instantly track sales quota versus attainment at individual or group level.
- Leverage Mobile Express for Microsoft Dynamics CRM
- Empower your sales force with real-time access to customer data from any web-enabled device.
- Better prepare for customer meetings via real-time account details.
- Gain visibility and improve decision making
- Use built-in sales reports to conduct detailed analyses without IT assistance.
- Employ predictive analytics to identify key selling scenarios.
- Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.
The 20 years of experience we here at Rimrock Corporation can provide ensures that your implementation will be a success. Contact us for more information on how .
By Jonathan Taub of Rimrock Corporation,
