Microsoft Dynamics CRM: Your “Winning Formula” for Sales Success!

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“It isn’t hard to be good from time to time…. What’s tough is being good every day.”-  Willie Mays

CRM can be more than just a Marketing, Sales, and Customer Service tool. Microsoft Dynamics CRM has the ability to enable your VP of Sales or Sales Manager to customize and automate the software to your unique sales Process.  The power of Microsoft Dynamics CRM designed around your organization’s sales process can provide more visibility for into metrics for management and better collaboration among your sales team each sales opportunity.

Microsoft Dynamics CRM provides the ability to assign tasks to each member of your sales team with specific due dates and notifications, assuring that everyone on the team is on the same page.  Sales members can enter notes on each task and mark them complete, triggering a notification to the sales person that the task is complete and that the opportunity is ready to move to the next stage of the sales process.

Building your sales process into Microsoft Dynamics CRM is a very simple.  Here is an example of sales process stages:

  • Lead
  • Qualified – Pain and Budget
  • Determine Requirements
  • Develop Solution
  • Demo / Proof of Concept
  • Proposal
  • Close
  • Fulfillment
  • Post Sale

By having a defined sales process built into Microsoft Dynamics CRM your sales team can assign tasks during each stage and know what next steps are in the process to close the deal.  This information can also be used for a more accurate pipeline report as shown below:



Microsoft Dynamics CRM can help your organization drive sales performance through sales automation.  To learn more about Microsoft Dynamics CRM, please contact Turnkey Technologies or give us a call at 636-237-2280.

By Michael Ramatowski and Gary Krist, at Turnkey Technologies, Inc. – Kentucky, Illinois, Missouri Microsoft Dynamics CRM & Microsoft Gold Certified Dynamics GP Partner

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