Your Turnkey Sales Management Solution

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What’s the number one question every company wants the answer to?  How do we increase sales?  With the right technology, you can turn your business into an effective, dynamic, turnkey sales operation.

Use Microsoft CRM Dynamics To Strengthen Your Sales Team.   CRM is a one-stop solution that, used effectively, consolidates key steps into one platform – making it easy get you entire team on board with the plan and the process.

Here’s How It Could Work For Your Company.  Map out your sales process.  If you identify the key sales building blocks and incorporate them into CRM, your company will have a cohesive and systematic sales process and an integrated management tool to manage your team’s productivity.  Here an example of the key sales data you can build into CRM:

  • What are we offering?
  • What triggers our prospect to want what we offer?
  • What is our competitive advantage?
  • Who are the decision makers, and how do they influence the final decision?
  • What are the barriers to entry and what’s our action plan to overcome them?

Tie Your Sales Building Blocks to the Sales Funnel.  A Sales Funnel provides you with a snapshot of the projects your company is currently working on, the proposals you’ve submitted to your customers/prospects, proposals you’re working on, and upcoming projects.  In Microsoft Dynamics CRM, you’ll also have the ability to “drill in” to the sections of your Sales Funnel Chart to quickly get to the data behind the picture.

How Do You Get There?  You understand why you need CRM, and you know there’s a better path to get you to your goals.  But how do you put these two key factors together?  That’s where P2 Automation comes in.  We’ll help you leverage technology across your business processes.

Interested in a sneak peak at how we can make your sales more effective?  Take a look at these two short videos, CRM Dashboards Defined and Working with a Sales Funnel Chart.  We think you’ll agree these are must-have tools for your company!

Microsoft CRM and the Sales Funnel Chart are simple and powerful tools that we use at P2 Automation on a daily basis to track our inbound and outbound communications, automate sales activities, and manage our marketing process. In simple terms, Microsoft CRM empowers organizations to manage the entire relationship cycle – from lead, to prospect, to client, and eventually to ongoing client management.

P2 Automation is a Connecticut Microsoft Dynamics CRM Partner.

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