Improving sales capabilities with Microsoft Dynamics CRM 3.0

Manage your communication with customers, and track and improve your sales processes.

•	Send birthday greetings to your customers Create a list of birthdays of your contacts and wish them happy birthday in e-mail messages.

•	Work while you wait: Create a printable report of phone calls Create a printable list of phone call activities to make while you are away from your computer.

•	Video: Get the word out with e-mail campaigns View this video that demonstrates how to use Word mail merge to e-mail your Microsoft Dynamics CRM customers with your business’s latest offers.

•	Video: Print a customer-ready sales document Learn how to print quotes created in Microsoft Dynamics CRM for distribution to customers. More articles ...

•	Video: Import Leads into Microsoft Dynamics CRM Use the handy Bulk Import feature to import your leads into Microsoft Dynamics CRM.

•	Video: Combine Microsoft Dynamics CRM data with PivotTables for effective sales forecasting View this video that demonstrates how to use these visual tools to help you successfully run your business.

•	Are your customers buying? Find out what state quotes are in across your organization. Create a simple query using Advanced Find that you export to a Microsoft Office Excel PivotTable. The PivotTable data can be updated from Microsoft Dynamics CRM in real time.

•	Diagram: Follow a lead from creation through closure How do you use leads to track potential sales? This article describes how you can convert leads to new records, such as opportunities, and then how to close the opportunity.

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Thinking about reorganizing your sales territories? Use a graphical representation of your territories with national demographic and Microsoft Dynamics CRM data added to it to help you make those important decisions.

2 ways to see combined account and order data
Don't lose customers when a salesperson leaves your organization

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•	Manage your time and activities with help from reminders

•	Save clicks with a personalized Workplace

•	Set your e-mail messages apart with a signature

•	Prevent lead build-up by bulk processing leads

•	Microsoft Dynamics CRM 3.0 Help View a standalone version of Help, or install the latest updates with corrections and new content based on customer feedback.

•	Microsoft Dynamics CRM 3.0 Implementation Guide Information required to successfully implement Microsoft Dynamics CRM in your business.