Taking Sales Stages to a Whole New Level

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One of the strong points of Microsoft CRM is the ability to incorporate sales stages (processes) for your company.  This provides sales teams a better and true evaluation of their pipeline.  With everyone on the same page, companies can better gage where they currently are in the sales cycle and focus more on moving prospects to the next stage in the process.  This will improve opportunity close rates and increase sales.  With the new release of Microsoft Dynamics CRM Polaris (CRM Online only at this time) companies have new forms that take sales stages (processes) to a whole new level.  Microsoft gives you the ability to modify not only the stages, but what action is taken at each step.  This provides a clear and easy way to manage your opportunities through the sales cycle.  Less time is also needed in creating workflows to move opportunities through the different sales stages.

Not only are the sales stages clearly defined on the top of the form, most critical information is now visible without having to click on separate navigation items to view the information in new screens. Some of these new features include the following:

  •         Sales Team
  •         Stakeholders
  •         Competitors
  •         Posts\Activities\Notes section
  •         Auto saves (again less clicks)

In summary Microsoft has made great progress in this area.  Additional forms included in the Polaris release are Lead, Account, Contact, and Case.

Below is a sample of the new Opportunity form:


For more information on these Microsoft CRM updates, contact JourneyTEAM.


Article by: Dave Bollard - Head of Marketing | 801-436-6636

JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com

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