Optimizer for Dynamics CRM is the first on-demand solution integrated to Microsoft Dynamics CRM that empowers sales management with tools and actionable insight to maximize sales performance.
How does Optimizer fit in with our CRM strategy?
Your sales management team's ability to make and exceed expectations is dependent on your ability to manage externally (Customer facing) and internally (your sales team). Dynamics CRM provides the tools needed to become more efficient at selling by providing a 360 degree view of your customers. Optimizer provides a similar 360 degree view of each sales person and their associated sales team which makes your entire sales force more effective.

A Single Repository of all Sales Data.
With Optimizer, all data is maintained in a single repository that allows sales managers more time to manage – without technical resources – effortlessly. For the first time you will be able to bring together data from Dynamics CRM, Business Intelligence, finance, HR and other enterprise systems into a single sales repository that provides a 360 degree view of your sales performance. Best of all, it is delivered through your Dynamics CRM framework for easy access.

Optimizer Benefits:
Turn “B” players into “A” Players... Through providing tracking, ranking, analysis and process in a single application built for sales management. Move “Bs” to “As” and “Cs” to “Bs” or corrective action, sooner.
Provide Actionable Insight… Understand specifically how front line sales and sales management are doing against all critical success factors as well as the obvious revenue, forecast and activity measurements.
Let Sales Managers Manage… Optimizer automates the day to day, month to month sales management processes, providing managers a structured approach to increasing their team’s performance.
Stimulate Sales Performance 24x7… Not just an annual event, Optimizer simplifies and automates continual evaluation and review processes.
Let sales people drive themselves… Head to head comparisons of all relevant factors, rolling up to a group or division.
Increase MS Dynamics CRM utilization… By integrating sales activity with Dynamics CRM and creating relevant performance scores, Optimizer increases the incentive for sales to utilize their tools consistently.
Leverage existing investments… Optimizer comes with a data management module that integrates Optimizer with Dynamics CRM and other common enterprise applications to provide a 360 degree view of the sales organization.
Management tools to build a directed sales force. Optimizer provides Business Intelligence, Sales Analytics and Performance Management capabilities in a single application designed for Sales Managers by Senior Sales Executives. All delivered from within the Dynamics CRM framework with single sign-on, data and user synching.
Simple, Fast, Flexible. Optimizer can be installed quickly so you can immediately gain visibility to sales data critical to managing your sales force.
Log In to Optimizer for Dynamics - Requires User ID and Password

