Microsoft Office:Best CRM Software For Small & Medium Business

68% of all sales are lost due to inefficient follow up processes. To fix this, many small and medium businesses are using Customer Relationship Management (CRM). By using this tool, business are able to manage leads, customers, accounts and opportunities. Not only can you keep the information organized, but you have a view into your sales pipeline and all of your opportunities.

In today’s business environment, corporate budgets are being reduced or staying stagnant. In order to control costs, many companies are following the mantra: “Do more with less.” Because most commercial CRM software is so expensive, budget situations may put CRM out of reach. However, Microsoft Office already has all the tools you need to have the best CRM for your company.
Microsoft Office to the rescue

Your business is not the only one facing these challenges. Millions of dollars have been wasted when companies buy software that doesn’t meet their needs, not the right solution or is too complex for employees to use. If you leverage technology and software that you already have, not only will you save money, but you’re staff is already familiar with it. If you are like 8 out of 10 U.S. businesses, Microsoft Office is on your computer. Your business has already purchased Microsoft Office, why not use it?

Microsoft Outlook – The CRM Tool You Already Have
1. Website Leads – When someone fills out the “Contact Us” form on your website, where does the lead information go? If you leverage Microsoft Outlook, you can have:
• Outlook contact AUTOMATICALLY created
• Email sent to your sales team so they are notified of the new lead
• A “Follow Up” task AUTOMATICALLY created so you can track the follow up
• An item in your Outlook Calendar is AUTOMATICALLY created as another reminder to follow up.

2. Tracking Leads – By using Microsoft Outlook categories, you can tag and track your leads. The categories can tell you the source of the lead, the status of the lead, etc. There is no limit to how many different categories assigned to a lead or customer record.

3. Sales Pipeline – Microsoft Outlook has several Views that allow you to see and organize your leads. You can not only group the leads by category, but you can sort the leads showing which leads have not been contacted.

4. Converting Leads to Accounts – When used correctly, Microsoft Outlook allows you to simply drag and drop a Lead so it is AUTOMATICALLY converted to an Account.

5. Reporting – Since you are using Microsoft Outlook to manage your leads and accounts, you can leverage Microsoft Excel, Access and Word to create any report you may need.

To learn how you can have a CRM system by simply using Microsoft Outlook and the other Microsoft Office tools, contact us today!

To learn more and to request free reports, go to www.keynetx.com/unlockmicrosoftoffice

To contact Michael Irving, send an email to: mirving@keynetx.com

To get more information on Keynetx, Inc, call 866.388.1612