Dynamics 365 for Sales
Enable your sales team to work more efficiently with Dynamics 365 for Sales. Dynamics 365 for Sales was born from Microsoft CRM, an industry-leading customer relationship management solution. This powerful tool will help your sales team progress leads and opportunities from inception to close. Sales reps can work from any device — PC, laptop, tablet or smartphone and from any location. Dynamics 365 for Sales is fully integrated with Microsoft Outlook (desktop and web) allowing users to track email, appointments, contacts and tasks. Intelligence is built in enabling you to learn from your data and drive best practice behavior. Contact Us
Grow your business profitably
Use built-in digital intelligence and automated business processes to increase your revenue while controlling acquisition costs.
Win new and repeat sales using a personalized sales process.
Onboard new people quickly to get them selling right away.
Measure the past, and identify leading indicators for the future.
Sell more by staying focused
Maximize your sales team’s performance by reducing distractions and helping them focus on the priorities.
Identify prospects and customers who have the most potential.
Make sound, strategic decisions based on digital intelligence.
Provide sales coaching when and where it’s needed.
Work smarter to win faster
Close deals faster by working efficiently, collaborating, and applying contextual insights from your sales management software.
Set up your sales team to collaborate on strategic deals.
Personalize every engagement to the buyer’s journey.
Make sure salespeople can work anytime, anywhere.
Key Areas of Sales Functionality:
Lead Management – Expertly manage sales leads assuring that all leads are followed up on
Opportunity Management – Manage sales opportunities through the sales process and increase win rates
Competitor Tracking – Track competition and know when and why you win or lose
Account Management – Manage and grow customer relationships
Quotes-Orders-Invoices-Products – Use the inbuilt financials/operations ERP or integrate with your ERP system
Goal Management – Set and manage goals for users, teams, territories or regions
Sales Process Guidance – Give your team best practice guidance throughout the sales process
Empower your salespeople with predictive analytics, digital intelligence, and automated lead scoring. And with signals from both the Sales App and Office 365 to help them assess their customer relationships, they get all the tools they need to choose the next step.
Tap into the wisdom and experience of your team with shared meeting notes, events, and custom sales documents created with real-time coauthoring. Use OneNote within the sales management software to take notes and share your work.
Help your salespeople zero in on the right leads, contacts, and opportunities as they build out your pipeline. Dynamics 365 for Sales provides social insights, up-to-date company information, and an embedded sales process—so your reps know how and when to engage. Add intelligence to drive behavior based on machine learning.
Motivate your sales team with the perfect mix of information and collaboration. Easy-to-use dashboards help you set smart goals and monitor results. Built-in Help helps you align your team’s actions with best practices. And gamification encourages healthy competition.
Is Dynamics 365 right for your business?
Part of our job as your partner is to help you evaluate technology and we do it well! We offer tailored demonstrations where we invest the time to learn your challenges and goals. Based on that information we will tailor a Dynamics 365 system specifically for your business. This gives us a good perspective on how we will solve your challenges and gives you a much greater level of understanding on how the technology will improve your business.
Customer Immersion Experience
Tired of traditional software demonstrations? We offer a hands-on facilitated session where your team gets to experience the technology firsthand. Learn more…