SAM7 | CRM Specialists| Microsoft Dynamics

Microsoft Dynamics CRM Sales

Powerful Sales Tools: Microsoft CRM for Sales (click here for brochure) provides easy to use features and capabilities to help you improve the way you capture, hold and retrieve important customer information. This increases your customers' confidence in your business, which in turn creates opportunities to cross sell products/services with better margins.

Maximise your sales strategy through centralised, coordinated sales processes, built around your flexible workflow rules. These can automatically create tasks, seek approval or send emails.

Microsoft Dynamics CRM contains a powerful product catalogue, which allows products, price lists and discount groups to be created. These can be linked to quotations, orders, invoices and opportunities. These can be quickly mail merged into standard templates using Microsoft Word. Each user can quickly build tailored views of your sales information, which can be exported to Microsoft Excel or added to a Sales Dashboard.

Microsoft Dynamics CRM also provides a number of mechanism for your sales team to access their information off-line, at home , via a Blackberry or on a Windows mobile device (read more).

Finance System Integration: SAM7 can also supply add-ins which synchronise your CRM information with popular finance packages such as Sage and Microsoft Great Plains. This includes customer details, orders and invoices.