Sales
The sales process
starts with leads. Leads are potential customers that are not yet
qualified in your system. Upon qualification of a lead, users can convert
it into an account, contact, and opportunity.
§ The opportunity is a place to build a
potential sale. Line items can be easily attached to the opportunity, and
amounts can be write-in or pulled from a product catalog. Sales stages that
work in tandem with Microsoft CRM’s robust workflow engine can be setup to
drive activity and close deals.
§ Quotes can be generated from the opportunity,
which automatically pull in all of the opportunity details. These quotes
can then be pushed into word via a mail merge, they can be e-mailed directly to
the customer through an e-mail template, or they can be generated into a highly
customizable SSRS report.
§ After the quote has gone out, orders and
invoices can be generated from the opportunity that can be made to integrate
with your accounting system to complete the sales cycle
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