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Sales CRM

Sales CRM software your team will love

Microsoft-powered Sales CRM software with all the tools your team needs to close more business. 

  • Built for small & medium size businesses
  • Office 365 native application
  • Outlook App – work in CRM from Outlook
  • Get work done anywhere on any device
  • Built-in, best-practice sales processes
  • Sales intelligence powered by InsideView Insights
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Sales CRM

Sales CRM

Sales CRM software your team will love

Sales CRM
Play Video about Sales CRM

Microsoft-powered Sales CRM software with all the tools your team needs to close more business. 

  • Built for small & medium size businesses
  • Office 365 native application
  • Outlook App – work in CRM from Outlook
  • Get work done anywhere on any device
  • Built-in, best-practice sales processes
  • Sales intelligence powered by InsideView Insights

SELL SMARTER

Built-in Sales Intelligence

Built-in sales intelligence powered by InsideView Insights, the number one B2B database and intelligence solution on the market. 

IMPROVE SALES PROCESS

Out-of-Box Configurable Sales Process

Expertly manage your sales cycle from lead to customer with our out-of-box, best practice sales processes

IMPROVE LEAD QUALIFICATION

Focus on the Right Leads

Our lead qualification tool will help your team identify the right leads to focus on 

RETAIN MORE CUSTOMERS

Account Management Tools

Proactive customer management will reduce customer churn and drive more revenue from your customers

KNOW YOUR NUMBERS

Full Sales Analysis Built-In

Our built-in sales analysis tool automatically tracks over 35 key sales performance metrics and 9 reports/dashboards

ALIGN SALES & MARKETING

Are your teams aligned?

Sales & marketing misalignment is one of today’s top business challenges.  

See below more more info.

Get your teams working together in one Microsoft-powered sales CRM

built-in sales intelligence Sell Smarter

Informed sellers are effective sellers

Power-CRM has built-in sales intelligence powered by InsideView Insights, the leading business-business database.

  • Update Accounts & Contacts with data from over 40,000 sources
  •  Find and add target prospects 
  • View deep profile info
  • Add your Accounts & Contacts to watchlists and receive weekly updates to stay informed

built-in sales intelligence Sell Smarter

Informed sellers are effective sellers

Power-CRM has built-in sales intelligence powered by InsideView Insights, the leading business-business database.

Update Accounts & Contacts with data from over 40,000 sources

 Find and add target prospects 

View deep profile info

Add your Accounts & Contacts to watchlists and receive weekly updates to stay informed

Play Video

More than just a crm Improve Sales Process

Out-of-Box, Configurable & Best Practice Based

Incorporating sales process into CRM has been proven to increase sales performance significantly.

Our built-in, best-practice sales processes guide your sellers through managing and properly qualifying leads/prospects, sales opportunities, proposals/quotes, and ongoing customer account management. 

  • Convert more leads/prospects
  • Improve win rates
  • Retain customers longer 

More than just a crm Sales Process Built-In

Out-of-Box, Configurable & Best Practice Based

Play Video

Incorporating sales process into CRM has been proven to increase sales performance significantly.

Our built-in, best-practice sales processes guide your sellers through managing and properly qualifying leads/prospects, sales opportunities, proposals/quotes, and ongoing customer account management. 

  • Convert more leads/prospects
  • Improve win rates
  • Retain customers longer 

full sales analysis Know Your Numbers

The best and most complete Sales Analysis

Power-CRM automatically tracks over 30 sales metrics and KPI’s. Our built-in Sales Analysis app includes 9 full page sales dashboards with everything you need to know about your sales performance.  

  • Average Sales Cycle Durations for win/loss
  • Sales team activity analysis
  • Lead/Prospect Conversion Analysis
  • Marketing Source Tracking
  • Win/Loss

full sales analysis Know Your Numbers

The best and most complete Sales Analysis

Power-CRM automatically tracks over 30 sales metrics and KPI’s. Our built-in Sales Analysis app includes 9 full page sales dashboards with everything you need to know about your sales performance.  

  • Average Sales Cycle Durations for win/loss
  • Sales team activity analysis
  • Lead/Prospect Conversion Analysis
  • Marketing Source Tracking
  • Win/Loss

improve sales forecasts Forecast Accurately

Improve win rates and drive more revenue

Power-CRM includes a best-practice sales process that will improve your team’s win rates. Our proprietary sales forecast tool will improve the accuracy of your forecasting. 

  • Opportunity management process will guide your sellers through a best-practice sales process
  • Assure every opportunity is properly managed
  • Increase forecast accuracy using our proven effective, easy to use forecasting tool
  • Automated alerts when follow up is overdue
Microsoft Sales CRM

improve sales forecasts Forecast Accurately

Improve win rates and drive more revenue

Microsoft Sales CRM

Power-CRM includes a best-practice sales process that will improve your team’s win rates. Our proprietary sales forecast tool will improve the accuracy of your forecasting. 

  • Opportunity management process will guide your sellers through a best-practice sales process
  • Assure every opportunity is properly managed
  • Increase forecast accuracy using our proven effective, easy to use forecasting tool
  • Automated alerts when follow up is overdue
Microsoft Sales CRM Software

grow sales in accounts Improve Account Management

Expertly manage your customer accounts to drive additional revenue and reduce attrition

Our built-in, best-practice account management process will assure every customer account is properly managed.

  • Improve customer satisfaction
  • Build stronger relationships
  • Grow revenue in customer accounts
  • Reduce attrition 

grow sales in accounts Improve Account Management

Expertly manage your customer accounts to drive additional revenue and reduce attrition

Microsoft Sales CRM Software

Our built-in, best-practice account management process will assure every customer account is properly managed.

Improve customer satisfaction

Build stronger relationships

Grow revenue in customer accounts

Reduce attrition 

Native outlook integration Work in Outlook

Improve productivity and CRM user adoption by providing sellers with a CRM in Outlook

Power-CRM for Outlook is a native, light-weight, server-based app, not an add-in like most other CRM-Outlook integrations.

With Power-CRM for Outlook your users never need to leave Outlook. Features include:

  • See CRM info from inside an email
  • Auto-capture of emails to the CRM record
  • Add emails to the history of any record in CRM (Account, Contact, Opportunity, Case)
  • Bi-directional synchronization of Appointments, Meeting Requests and Tasks
  • Quickly create CRM records from an email – Account, Contact, Customer Service Case 
Microsoft Outlook Sales CRM

Native outlook integration Work in Outlook

Improve productivity and CRM user adoption by providing sellers with a CRM in Outlook

Microsoft Outlook Sales CRM

Power-CRM for Outlook is a native, light-weight, server-based app, not an add-in like most other CRM-Outlook integrations.

With Power-CRM for Outlook your users never need to leave Outlook. Features include:

See CRM info from inside an email

Auto-capture of emails to the CRM record

Add emails to the history of any record in CRM (Account, Contact, Opportunity, Case)

Bi-directional synchronization of Appointments, Meeting Requests and Tasks

Quickly create CRM records from an email – Account, Contact, Customer Service Case 

Full Microsoft Teams Integration Collaborate in Teams

Microsoft Teams has quickly become the leading collaboration tool in the world. Power-CRM is fully integrated with Teams providing the ability to work in one application for CRM and collaboration. 

Collaborate on Power-CRM Accounts, Opportunities, Support Cases and Projects right inside Teams

Integrated Teams Chat (coming Oct. 2022) – Use Teams chat right inside Power-CRM and link chats to Power-CRM records like an Account, Contact, Opportunity, Case etc. 

Play Video
Watch Overview Video

Full Microsoft Teams Integration Collaborate in Teams

Microsoft Teams has quickly become the leading collaboration tool in the world. Power-CRM is fully integrated with Teams providing the ability to work in one application for CRM and collaboration. 

Collaborate on Power-CRM Accounts, Opportunities, Support Cases and Projects right inside Teams

Integrated Teams Chat (coming Oct. 2022) – Use Teams chat right inside Power-CRM and link chats to Power-CRM records like an Account, Contact, Opportunity, Case etc. 

CRM BUYERS GUIDE FOR SMB

See the top features small & medium-sized businesses need in a CRM

CRM Software Microsoft

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