Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales replaces Microsoft Dynamics CRM. This powerful business application has been improved and repackaged and boasts a wealth of business benefits.

Microsoft Dynamics 365 for Sales

For professional services organizations looking to improve the effectiveness of their business development activities, the Microsoft Dynamics 365 Sales solutionprovides a best-in-class sales automation platform capable of managing your entire business development process.

Available in a web browser interface, embedded directly in Microsoft Outlook, or via purpose-built mobile apps, Dynamics 365 Sales can help your organization gain a 360-degree view of critical business development processes, maximize revenue opportunities, and more effectively collaborate across pursuit teams.

Manage your leads and close more sales with Microsoft Dynamics 365 for Sales.

Watch this video for some highlights – like sales-minded dashboards that give insights and data you can share and act on; re-usable templates to share with your team; collaboration tools and integration with other apps like Excel and Skype; even business process customization so the tool works like your organization does. Harness the power of the cloud to do everything from qualifying leads and preparing quotes to managing your pipeline.

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Build on intelligence

Using CRM, identify customer behaviour, buying trends and quickly predict customer pipelines

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Collaborate

Unite by sharing conversations, events, notes and proposals with colleagues

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Streamline efficiency

Sales teams can spend more time selling and less time on time heavy admin tasks

Integrate

Provides a familiarity for sales teams as Microsoft Office 365 fully integrates

Microsoft Dynamics 365 Sales Features

The Microsoft Dynamics 365 Sales solution provides best-in-class CRM capabilities to help professional services organizations optimize their business development processes and win more business.

LEAD TRACKING

track a database of prospects and leads, which can then be qualified into an active opportunity to pursue

OPPORTUNITY MANAGEMENT

maximize revenue opportunities by tracking active pursuits and proposals, while easily analyzing your sales pipeline

SALES PROCESS FLOWS

automate sales processes, gating activities, notifications, and approvals using business process flows

ACCOUNT AND CONTACT MANAGEMENT

keep track of critical information about your clients and contacts, including integration with data from InsideView and LinkedIn.

ACTIVITY MANAGEMENT

make sure sales activities don’t slip through the cracks with integrated activity tracking and reminders.

COMPETITORS

keep an eye on your competitors to help your firm build winning pursuit strategies

PROJECT QUOTES

build estimates and quotations for projects and services using your firm’s unique roles, rates, and work plans

SALES LITERATURE

create and archive a wide range of sales literature to ensure consistency when communicating with clients and prospects

DASHBOARDS AND ANALYTICS

quickly identify trends and analyze client and sales data using pre-built dashboards and analytics

OUTLOOK INTEGRATION

automatically promote information back and forth between Dynamics 365 and Microsoft Outlook to drive productivity and ease of use

EMBEDDED COLLABORATION

easily collaborate with distributed teams on sales pursuits using SharePoint, Office Groups, OneNote, and Yammer

INTEGRATED COMMUNICATIONS

view online presence indicators and initiate calls, emails, or IMs with colleagues through Skype for Business integration

MOBILE ACCESS

easily access and update key information using purpose-built cross-platform mobile apps

Get in touch to find out more about Microsoft Dynamics 365 for sales.

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