Beringer Associates Technology Blog

Effectively Manage a Sales Person’s Time with Microsoft Dynamics CRM

Cloud, mobile and CRM solutions support sales staff anywhere, anytime.

In today’s connected world, we as sales people are pulled in many different directions and asked to do many different things that take away from your direct sales activities. This may include updating the latest sales forecast spreadsheet or meeting with your manager to provide account status. Not to mention the endless back and forth with inside sales to get updates on customer requests or changes on quotes and orders that we all deal with every day. In some studies it has been reported that tasks not associated primarily with selling can take up to 60-70% of a salesperson’s time.

 

So what is the solution?  

Solutions like Microsoft Dynamics CRM and CRM for Distribution can dramatically reduce the time spent on administrative tasks, increase your selling time, helping you close more deals making more money. Companies need to find a way to centralize, in real time, all the information about leads, accounts and opportunities that sales is working on.

 

How do salespeople stay connected in today’s mobile world? If you are located at the office, this can happen with a connected PC. For the outside sales rep, who is primarily on the road, you need information delivered on a tablet or a smartphone. Mobile CRM, part of Microsoft Dynamics CRM, makes real time data available anytime, anywhere on any device.

 

Microsoft Dynamics CRM provides a real time centralized database with all lead, opportunity and customer information in one place. This allows you to have access to the latest information on open opportunities and accounts and respond to any customer request for information immediately. Since we can integrate the CRM with your ERP solution, CRM for Distribution provides you with access to every order, quote and invoice generated from an account with visibility down to the line item.

 

Sales now has a tool that can be accessed from a tablet or smartphone providing the latest information on any account or opportunity in real time at your fingertips, regardless of where you are. You can provide timely answers to customer concerns, determine what a customer is buying or not buying and how profitable a customer is currently. This is a great way to enhance sales by cross selling and up selling.

 

The Microsoft Dynamics CRM and CRM for Distribution solution can eliminate up to 80% of your current time spent answering questions and keeping management updated while more importantly providing a tool to help you sell more products and services. Please contact us today

 

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