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The purpose of the Microsoft CRM QuickStart SBE is to enable small organizations to implement a cost effective Sales Force Automation solution that is configured for their specific business needs.
This Microsoft CRM solution integrates with your current Microsoft Windows environment and is delivered through the Microsoft Outlook interface which dramatically reduces user training, increases user adoption and accelerates more productive customer relationships.
Allin will conduct a Microsoft CRM Readiness Assessment that will focus on your organization’s sales force automation needs (see related Allin document). This will help Allin install and configure Microsoft CRM in your environment to more readily meet and exceed your goals and objectives.
During the course of the Microsoft CRM Readiness Assessment Allin will cover many topics but focus much of the Assessment on how you want to prioritize and configure the following sales force automation capabilities:
- Microsoft Outlook integration - Work online or offline using Microsoft Outlook, with access to accounts, opportunities, products, quotes, orders, sales literature, and more
- Complete customer view - View and manage customer account activity and history including contact information, communications and open quotes
- 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 - Convert qualified leads easily 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
- Product catalog - Work with a full-featured product catalog that includes support for complex pricing levels, units of measure, discounts, and pricing options
- Order management - Create and convert quotes to orders
- Quotas - Use customizable quotas to measure employee sales performance against goals and 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
- Workflow - Automate leads routing, notifications and escalations internally and 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
In addition to Microsoft CRM Small Business Edition installed in your environment and configured to address many of your sales force automation needs, Allin will present a written report to your organization that will summarize the findings of the Assessment and document the installation and configuration process, including:
- An outline of your organization’s most urgent business challenges and how they affect your CRM strategy including an analysis of where CRM may provide the greatest return on investment
- Allin’s recommendation on how and where to get started and some key milestones that will help all parties measure success
- Positioning of additional technologies that will complement and extend your CRM and related investments
- Fully documented installation process and configuration options
- Demonstration and discussion of the configured software and an open forum to address any final questions and next steps
Only the time of relevant personnel will be needed during the QuickStart as well as access to appropriate hardware and software. Before the onsite portion of the QuickStart is conducted, senior executives in your organization are expected to have approved the engagement. Although encouraged to participate in these assessments, it is not necessary that these executives be involved in the QuickStart.
We expect that you will need to identify team members that have a deep knowledge of your business and its challenges and core business processes. Typical participants include company executives, sales managers and an IT representative that is familiar with the support of these business functions. The participants should be available for the duration of the on-site visit.
Contact your Allin Account Manager for pricing.
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