| Native Microsoft Outlook Experience | Manage your sales, service and marketing relationships within a single business application. Automatically synchronize Outlook E-mail, Calendar, Tasks, and Contacts with your Microsoft CRM database. |
| Complete Customer View | View and manage customer account activity and history, including contact information, detailed notes, document attachments, communications, open quotes, pending orders, invoices, and credit limits. |
| Lead Routing and Management | Track information on prospective customers, then qualify and assign inquiries. Leads can be automatically routed to the correct salespeople or teams. |
| Opportunity Management | Easily convert qualified leads to opportunities without data re-entry and then track opportunities throughout the sales cycle. |
| Sales Process Management | Initiate, track, and close sales consistently and efficiently with workflow rules that automate stages in the selling process. |
| Sales and Marketing List Management | Import purchased sales and marketing lists to fuel your sales efforts. Measure list effectiveness and maintain marketing lists for annual sales campaigns. |
| Quick Campaigns and Sales Campaigns | Use wizard-driven tools to keep your customers informed and aware of your new products and services. |
| Opportunity Roles and Relationships | Build and maintain sales relationships enabling your sales professionals to relate to decision makers, influencers, and financial stakeholders within sales opportunities. |
| Product Catalog | Work with a full-featured product catalog that includes support for complex pricing levels, units of measure, discounts, and pricing options. |
| Quote and Order Management | Create and convert quotes to orders, then track and manage orders throughout their life cycle. If a financial application is integrated, invoices for orders are published automatically into Microsoft CRM from that system. |
| Quotas | Use quotas to measure employee sales performance against goals. As opportunities are closed in Microsoft CRM, they are credited against the assigned quota. |
| Territory Management | Create territories for salespeople, enabling them to manage and evaluate territory-based sales processes with workflow rules and reports. |
| Reports | View, sort, and filter a wide range of reports to identify trends, measure and forecast sales activity, track sales processes, and evaluate business performance. |
| Sales Literature | Create, manage, and distribute a searchable library of sales and marketing materials, including brochures, white papers, and competitor information. |
| Competitor Tracking | Maintain detailed information on competitors in a library and associate that information with opportunities and sales literature. Track competitor activity by product, region, or other criteria. |
| Workflow | Automate leads routing, notifications, and escalations. Workflow rules also make it easy to generate and send auto-response e-mail to customer requests. |
| Correspondence and Mail Merge | Use customizable templates to create and send e-mail to targeted prospects and customers. Print communication materials can be created and sent using Microsoft Word Mail Merge. |
