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SALES Overview

SALES Overview

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SALES Overview

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  1. SALES Overview Presenter Name Presenter Title Presenter Date

  2. Sales Tools Drive Company Value “Firms enjoying Best-in-Class (BIC) performance enable several key process, performance and organizational capabilities, including a structured approach to competitive, market and sales intelligence (91%), creating a central repository of account, contact, and opportunity information(96%) and utilizing formal and documented sales processes(95%).” Aberdeen Research “Companies that use lead management automation tools to connect sales and marketing will see an increase in conversion rates by 50%.” Gartner Group

  3. Typical Business Challenges in Sales • Poor adoption by sales staff • Lack of consistent execution in sales process • Poor productivity (limited time for actual selling) • Unreliable prospect/customer information • Limited collaboration with other groups

  4. Industry Views “When we asked sales executives to rate their performance, we found that 60% sought improvement in forecasting, 50% wanted to improve their ability to adapt their sales process to marketplace change, and 49% rated their ability to identify and share best practices across the sales force as ‘subpar’.” CSO Insights According to Gartner Research, sales people spend only 45% of their time selling. The other 55% is spent on meetings, administrative tasks, account service,training, travel, research and intra-company communications.” Gartner Group “Leading firms embrace mobile CRM to improve productivity, increase system adoption and enhance the customer experience. Mobile CRM is now a must-do for many fields sales organizations.” Liz Herbert - Forrester Research

  5. Change the Game in Sales Improve the other 80% of sales staff Convert every sales interaction into a sales opportunity Break down physical boundaries, eliminate down time


  7. Microsoft Dynamics CRM Sales Solution • Sales Capabilities • Full feature set • Sales Workflow • Designed for • Users • Managers • Executives

  8. Territory Management and Planning • Lead Management Components • Territory definition • Territory association • Groups and permissions Complete set of features/tools for sales planning, territory management and resource allocation • Quota capabilities • Task assignment and routing • Resource Manager • Microsoft Advantage • Resource Center ideal for sharing best practices • Robust role and group-based permission management • Strong global capabilities for team selling

  9. Lead Management • Lead Management Components • Lead capture and import • Monitoring of leads • Prospecting From capture to tracking to evaluation to qualification to conversion and automatic distribution. • Qualification and Scoring • Routing and Assignment • Conversion • Microsoft Advantage • Automatic association of incoming emails to leads • Effortless conversion of leads/responses to opportunities • Seamlessly integrated with marketing capabilities

  10. Opportunity Management • Lead Management Components • Deal tracking • Competitive intelligence • Task management End-to-end management of opportunities with seamless integration to MS Office and strong workflow helps sales reps. close the deal • Products and pricing • Workflow and rules • Quote to Order • Microsoft Advantage • Seamless tracking of all associated communications • Robust workflow for repeatable best practices • Comprehensive Quote/Invoice/Order functionality

  11. Account Management • Lead Management Components • Data quality controls • Contact management • Relationship tracking A focused and coordinated approach to the management of existing customers and the additional revenue opportunities they afford • Activity management • Query and Search • Contract management • Microsoft Advantage • Complete view of all products and interactions • Easy access to contracts and renewal dates • Complex relationship mapping and tracking

  12. Sales Analytics • Lead Management Components • Forecast and pipeline reports • Other OOB sales reports • Report Wizard Full spectrum of sales analysis capabilities ranging from basic reporting to OLAP/data mining and dashboards • Trending and historical analysis • OLAP and data mining • Microsoft Advantage • Broad capabilities from dashboards to OLAP analysis • New reports just “Next” button away • Easy report sharing and editing

  13. Improved Sales Productivity Repeatable Sales Process Consistent Online/ Offline Experience 360° View of the Customer Maximizing Customer Value Effortless Forecast and Pipeline Analysis Increases consistency, productivity and provides more time to sell Delivers better forecast information and financial planning Drives greater efficiencies, lower cost of sale and better team selling Enables effective proactive cross-selling and up-selling Enables rapid and relevant response and tailored sales activities

  14. Powered By Microsoft Robust Workflow Tools – Designed for the business user Native Outlook Client – Familiar and intuitive interface Powerful Remote Capabilities – Consistent offline/mobile Point & Click Customization – Easily adapts to fit business Comprehensive Business Intelligence – Easy access and use


  16. Key Benefits of Microsoft Dynamics CRM Higher Productivity Improved Close Rates Greater Sales Efficiency True 360° Visibility Increase revenueby optimizing sales resources and processes via repeatable best practices Improve decision-making with 360° visibility into accounts, leads, opportunities and cases across the organization Spend more time for selling with better collaboration and consistency across the sale organization Shorten sales cycles via enforceable workflows and more accurate customer data

  17. Key Benefits for Sales VP of Sales • Reach customer satisfaction goals • Drive new revenue opportunities • Achieve true business insight and visibility • Manage key sales KPIs • Increase sales staff empowerment and morale • Enforce a consistent sales process Sales Manager Sales Rep • Improve personal productivity • Achieve holistic view of customer needs • Seamlessly track customer comms. and interactions

  18. Key Benefits for IT Chief Information Officer • Achieve rapid time to value • Realize low total cost of ownership (TCO) • Leverage consistent IT architecture & standards IT Team Lead • Adapt to the company as it evolves and changes • Easily integrate existing applications and data • Extend the power of the Dynamics CRM Business Analyst • Adapt to the ever-changing business requirements • Track key KPIs and cross-team workflows • Improve relevancy via point & click customization


  20. Global Customer Base Mid-size Companies Large Enterprises Small Businesses

  21. Customers in Action CH2MHill Best Buy For Business Raymond James • Wealth Management • 3,300 users • Uses Microsoft Dynamics CRM for consultative selling • Helps them focus on building stronger relationships with financial advisors • Engineering Services • 2,500 users • Uses Microsoft Dynamics CRM as enterprise-wide CRM system • Helps them focus on back-end system integration and complex CRM • Technology Retail • 225 users • Uses Microsoft Dynamics CRM to empower B2B sales consultants • Helps them focus on improving productivity of sales representatives

  22. Customer Perspective “One of the things that really attracted us to Microsoft CRM is that, combined with Microsoft Outlook, it’s just like one product. In anything else, you’d be duplicating efforts in two separate products.” Whistler Tourism “It’s given our advisors a daily discipline for pursuing leads and more time for personal relationships with people. We can identify our best sales people and leverage their best practices” Equinox “As the CEO of a global company, Microsoft Dynamics CRM allows me to log in to all of our remote sites to get a snapshot of what’s going on. I can get a real-time snapshot of what any of my business units are doing, any day of the week.” Commtech Wireless

  23. Customer ROI • 95% reduction in access time to customer data • 10% improvement in time-to-customer quote • 184% ROI achieved in 8 months • 8% increase in staff productivity, • 5% reduction in sales staff turnover • $2.3 million ROI • 85% reduction in time for processing big certifications • 8% increase in 1st year of number of largest gift donors • 27% growth and additional $1 million in Membership of Emerging Leaders Program

  24. Partnering for Success Software and Services Partners for Sales



  27. Why Microsoft Dynamics CRM Microsoft Dynamics CRM delivers: • An unparalleled user experience for sales professionals • Choice of user access and delivery method • Easy integration to legacy systems and data • Consistent, workflow-driven sales processes • A full spectrum of sales intelligence capabilities from basic queries to predictive analytics

  28. Positioning Statement For sales staff that value productivity and empowerment and organizations that desire business agility, Microsoft Dynamics CRM provides the best mix of relevant functionality, unparalleled platform flexibility with the broadest choices of access and deployment.

  29. Microsoft Dynamics CRM for Sales:Building a Sales Solution Core components of a sales application include: Lead and Opportunity Management Account and Contact Management Territory Management Products, Pricing and Quotes Forecasting and Sales Analytics Key Benefit Areas Workflow across Teams and Groups Tight Microsoft Office Integration Offline and Mobile Device Access Commonly integrated components include: Sales Methodology Solutions Product Configurators

  30. Microsoft Dynamics CRM for Customer Service: Increased Personal Productivity • Goal: Deliver a rich set of productivity features to allow sales reps to work more effectively • Reduce time spent on data input and routine daily tasks • Eliminate inaccurate/duplicated contact and account data • Use the latest Office enhancements to drive sales effectiveness • Key Capabilities in Microsoft Dynamics CRM 4.0 • Auto-correct on data entry for accounts, opportunities, and more • Office and Outlook personal productivity enhancements • Batch and real-time data de-duplication • Improved mail-merge functionality • 360° activity management and visibility

  31. Microsoft Dynamics CRM for Customer Service: Coordinated Sales Response Management • Goal: Easily manage the process of each stage in responding to RFPs and other sales requests • Define and manage specific tasks and signoffs for responses • Coordinate contributions from multiple groups • Optimize resources to maximize productivity • Ensure high-quality in every response delivered • Key Capabilities in Microsoft Dynamics CRM 4.0 • Intra-team and cross-team workflow • Improved mail-merge • 360° activity management and visibility

  32. Microsoft Dynamics CRM for Customer Service: Global Team Selling • Goal: Enable team-based opportunity management within or across regions • Coordinate effectively on more complex deals • Execute consistent processes across teams and roles • Coordinate and track communications across teams • Key Capabilities in Microsoft Dynamics CRM 4.0 • Multi-language, multi-currency, and multi-time zone support • Presence integration for real-time communication • 360° activity management and visibility

  33. Microsoft Dynamics CRM for Customer Service: Complex Relationship Management • Goal: Manage the complex real-world relationships between contacts, accounts, leads, territories, & more • Easily extend the sales system to reflect the complex relationships that exists within your customer base and your sales organization • Support complex business models and channels • Analyze relationships across multiple data objects to determine emerging trends and opportunities • Key Capabilities in Microsoft Dynamics CRM 4.0 • Support for complex many-to-many relationships • Full reporting for custom entities and across multiple entities • 360° activity management and visibility

  34. Microsoft Dynamics CRM for Customer Service:Consistent Experience for Mobile Sales • Goal: Deliver a productive sales environment for mobile field sales organizations • Keep sales synchronized in Outlook, ready for mobile use • Full access to from Outlook or other clients • Analyze sales data offline or online • Key Capabilities in Microsoft Dynamics CRM 4.0 • Continuous background synchronization to Outlook • Choice of mobile clients: Outlook, browser, or mobile devices • Offline reporting and analysis • Flexible options for email sending and routing • Full remote access without a VPN

  35. Strong Momentum in Sales Microsoft Dynamics CRM has emerged as a market leader in the sales management space, driven by its ease of use for sales professionals and by the flexibility of the underlying SOA platform. Source: Gartner Magic Quadrant forCRM Customer Service Contact Centers, 2007 [emphasis added]

  36. SFA Customer Quotes “This is the first time we are able to look at clients in a broader way and we will know exactly what is happening with a client throughout our network. It will definitely enable us to serve our global clients better.” ABN AMRO “We’ve embarked on building a world-class sales organization, and we couldn’t have done it without a world-class sales force automation tool. Microsoft CRM is playing a central role in achieving this goal.” Best Buy “For the first time, we have handshaking between sales and operations. Microsoft gives us real-time intelligence from sales through fulfillment. Life is better for our sales people and for our customers.” The Virginian Pilot