Sell More with Smart Sales Capabilities

Actionable insights

Help your salespeople assess customer relationships in the most efficient way, with signals from both the Sales app and Office 365. They'll get all the tools they need with predictive analytics, digital intelligence, and automated lead scoring.  

Email integration

Let Microsoft take the hassle out of managing an email server with Exchange Online. This can then be integrated with Microsoft Dynamics 365 (online) to make the most of Dynamics 365 (online) email features. Anyone with the appropriate permissions can view all relevant customer communications in one place.  

Personal engagement

Ensure your team is engaging and collaborating in real-time. Sales documents can be customised and feature real-time co-authoring. Use OneNote within the Sales management software to create shared meeting notes and events. This means your team is always on the same page, and working at full capacity. 

Customer management

Get access to social insights, up-to-date company information, and an embedded sale process with Dynamics 365 for Sales. Your salespeople will know exactly which targets to follow, and which opportunities and leads are worth pursuing. 

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Reports & Dashboards

CRM analytics software shows customised sales forecasting reports. Build these yourself with a simple drag-and-drop system. Dashboards and other sales reporting tools allow you to track team performance, and highlight the most important information by changing and updating components as necessary.   

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Contact Management 

Use Dynamics 365 to access critical customer data, getting a complete insight of how to engage with them in the best way. This includes social information, communication history, and key contacts. Collaboration tools and an efficient mobile app mean you can achieve all of this from wherever you are.

 

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Account Management

Create or edit stakeholders or sales team members to make your account management processes a breeze.

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Opportunity Management

Streamline the sales process. View highlighted details from your customers activity that outline the best next steps to make a win. Built-in quoting capabilities allow you to automatically populate a quote, generate a PDF from a template, and email it to a customer in a few easy clicks.   

Use apps that enhance the Dynamics 365 for Sales experience 

Choose from dozens of add-in applications developed by Microsoft and partners at AppSource. Apps can further enhance your producivtity by extending opportunities with leads, forecasting, and configure-price-quote (CPQ). 

CONTACT US

To leverage data in your business more effectively, or learn more about how Dynamics 365 for Sales can help you achieve more, fill out this form and we’ll be in touch with you shortly.

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