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Five ways that Microsoft CRM will help a sales manager excel

Five ways that Microsoft Dynamics CRM enables a Sales Manager to excel – (and not a spreadsheet in sight)

Five ways in which the Business Intelligence built into Microsoft CRM will help a Sales Manager to support the sales team.

Most sales managers know the basics about their sales team and the selling process used in their organisation. They know which salespeople are their top, mid and bottom range performers; they know how long a deal takes to come to fruition, the length of the sales cycle, the dollar value of the average deal, and so on.

However,successful sales leadership demands a deeper awareness of what is going on within the sales organisation. Microsoft Dynamics CRM has many ways of helping a Sales Manager get real time Business Intelligence about what is happening within the sales team. In this ebook, I look at five ways that Microsoft Dynamics CRM will help you measure the achievement of your sales team across parameters other than top line sales value. Once you can measure something you can manage it. Until you can measure something you can only make vague changes.

Because we are looking at real time information, these reports can be used immediately within a sales meeting – neither the sales person nor the manager has to spend time creating the report as a separate piece of work.

Some questions that your CRM should help you with include:

Which source of leads and prospects results in the highest percentage of closed deals?

Are the salespeople selling the most profitable products/services and are they selling at the best possible margin?

How effectively is the sales process being followed?

How well does the sales process match the customer’s buying process?

Where do the salespeople tend to stall or derail in the sales process?

Which competitors does the organisation lose the most business to, and why?

And having all this information, in real time, and without any additional effort makes conducting effective sales meetings much easier.

To read the rest of this ebook, please download it here

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Microsoft Dynamics 365 training in Sydney

Opsis training materials are updated so you learn the new features - as well as the existing material.

Business Intelligence in Dynamics 365 - 4th December

Configuration of Dynamics 365 - 12th December

Sales and Marketing in Dynamics 365 - 7th February

Automation of Dynamics 365 - 16th February

Opsis Dynamics 365 Training schedule

Opsis also offer training on your site and other Microsoft Dynamics 365 and Microsoft Dynamics CRM training solutions.


Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.