Sales Pipeline Management
For Microsoft Dynamics 365™
Our pipeline CRM solution can provide you with real-time visiblity into the performance of your sales organization – right in Microsoft Dynamics 365.
Take a look inside Crowe Sales Pipeline Management
Crowe Sales Pipeline Management features:
Filter section
The Filter section is where you specify the Opportunity criteria you wish to use as your search parameters. Results will be displayed in the Detail section.
Pipeline summary
Provides revenue summaries by pipeline status. Sales goal information is shown for the territory selected and provides real-time analysis of forecasted revenue vs. sales goals.
Details
The Details section displays the Opportunity records returned based on the search criteria defined in the Filter section.
Opportunity fields
The CRM Opportunity form contains the information necessary to manage your sales pipeline. Includes Est. Revenue, Est. Close Date, Sales Stage, Owner, and Division/Region/District.
Territory and goal management
Used to determine your sales organization’s goals. Crowe provides a Goal Management interface that makes setting up and editing goals very easy.
Ease of use
Instant visibility into the pipeline and forecast provides the insight needed for quick decision making, and will eliminate the administrative effort needed to prepare for pipeline reviews.
Filter section
The Filter section is where you specify the Opportunity criteria you wish to use as your search parameters. Results will be displayed in the Detail section.
Pipeline summary
Provides revenue summaries by pipeline status. Sales goal information is shown for the territory selected and provides real-time analysis of forecasted revenue vs. sales goals.
Details
The Details section displays the Opportunity records returned based on the search criteria defined in the Filter section.
Opportunity fields
The CRM Opportunity form contains the information necessary to manage your sales pipeline. Includes Est. Revenue, Est. Close Date, Sales Stage, Owner, and Division/Region/District.
Territory and goal management
Used to determine your sales organization’s goals. Crowe provides a Goal Management interface that makes setting up and editing goals very easy.
Ease of use
Instant visibility into the pipeline and forecast provides the insight needed for quick decision making, and will eliminate the administrative effort needed to prepare for pipeline reviews.
Learn more about Crowe Sales Pipeline Management
Manage and analyze information about your opportunities, forecasts, goals, territories, and salespeople, with a pipeline CRM solution.
