Does your sales team struggle with effective lead management? Dynamics 365 for Sales will help your team by defining and managing an effective lead management process.
Sales Process Management
Having a defined sales process based on best practices can significantly improve your sales teams performance. Dynamics 365 for Sales provides full sales process management.
How accurate is your team’s forecast? Improve how your team manages sales opportunities and increase win rates and raise forecast accuracy with Dynamics 365 for Sales.
Hit your numbers by setting and managing sales goals. Dynamics 365 for Sales has powerful goal management functionality to set virtually any goal and track progress.
From ranking accounts to improving customer profiling Dynamics 365 for Sales has you covered. Define and manage how your team manages their accounts or territory.
Visibility & Insights
Real-time dashboards, alerts and powerful reporting capabilities assure you are always informed.
Dynamics 365 for 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
Rapid, Fixed Cost Implementation Services
Get started today with our FastTrack services for Dynamics 365. FastTrack is a fixed price, rapid implementation service that gets your business up and running quickly and cost effectively.
Unlike other “rapid” offerings, FastTrack starts with assistance to help you evaluate the Dynamics 365 platform based on your requirements. Our service also includes upfront project planning to assure requirements are met and the implementation is successful. Learn More about FastTrack
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, then provide a tailored demonstration of Dynamics 365 specifically for your business. This provides you a much deeper understanding of Dynamics 365 and how it will improve your business.
Customer Immersion Experience
Tired of traditional software demonstrations? We also offer a hands-on facilitated session where your team gets to experience the technology firsthand.