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Microsoft Dynamics 365 Sales

Attract new customers and build long-term relationships with existing ones

Microsoft Dynamics 365 Sales is a powerful customer relationship management (CRM) platform that specializes in sales chain management and provides full transparency of customer relationship activities. The joint work of marketing, sales, and service specialists helps to attract new customers and build long-term relationships with existing customers.

The solution is highly flexible, allowing you to add new functionality at any time and adjust the system to specific business needs. For example, you can connect Dynamics 365 Marketing to analyze audience behavior. Dynamics 365 Sales implementation will help your team manage the sales cycle from prospecting to closing the deal and invoicing.

Integration with other Microsoft products (such as Microsoft 365, Power BI, Microsoft Dynamics ERP, etc.) allows you to create a single information space for productive work with potential customers, from the first contact to the deal closure.

Dynamics 365 Sales can be used by businesses of any size and type.

The key features of Microsoft Dynamics 365 Sales are:

  • Monitor every step of interaction with potential customers at all stages and predict future sales based on aggregated data.
  • Real-time activities of the internal sales team the ability to comprehensively monitor all the activities of the internal sales team in real time and see at what stage the work with each potential client is.
  • Automatic optimization of internal work processes allows sales, marketing, and service teams to be closer to the customer, make decisions faster and sell more.

Through integration with Microsoft 365 (formerly Office 365), Dynamics 365 Sales displays all communications, meetings, and tasks, including scheduled ones. Also, it saves employees’ time by limiting manual data entry and repetitive processes.

Implementation of Dynamics 365 Sales helps you to:

  • Easily build customer relationships using target customer data
  • Collaborate with colleagues and communicate with clients using system space
  • Save time with improved automations and workflows
  • Considerably improve revenue and procurement forecasting and track KPIs with real-time interactive analytics

Dynamics 365 Sales helps:

  • Understand the sources of the potential customers
  • Track all activities related to the sales cycle
  • Use customer data to gain insights and build strong relationships
  • Set priorities in all sales processes
  • Ensure the efficiency and flexibility of sales processes
  • Conduct joint sales and internal information exchange
  • Understand and respond to customer interactions
  • Create interactive reports with real data

Advantages of Microsoft Dynamics 365 Sales:

  • Flexible adaptation to the company’s needs and specifics
  • Convenient tools for data analysis
  • Easy integration with other Microsoft products
  • Simple and clear interface
  • Ability to work from mobile devices
  • Cloud location
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Close more deals

Microsoft Dynamics 365 Sales helps you to increase the number of closed deals by effectively managing sales channels, tracking leads, and obtaining valuable information about sales performance.

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Improve customer relations

A single organization of customer data, including contact details, purchase history and support calls, enables companies to better understand their customers and ultimately improve the customer experience.

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Increase productivity

The system increases productivity by automating sales department, such as sending repeatable emails, scheduling meetings, invitations to various marketing activities, etc.

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Make more effective decisions

Dynamics 365 Sales provides valuable insights into sales performance, such as identifying the best-selling products, the most effective sales representatives, and the most promising sales opportunities. This information allows companies to make informed decisions and improve their sales strategies to achieve optimal results.

Functional capabilities of Microsoft Dynamics 365 Sales:

Sales management
Includes the management of requests and agreements, contacts, and customers, including keeping a history of interaction and document flow. Sales planning and forecasting. Analysis of competitors and lost deals.
Marketing management
Allows you to segment customers, test and launch various marketing campaigns, and monitor their effectiveness according to various criteria.
Service management
Includes management of cases and requests to the service center, maintenance of interaction history. Management of products and service processes. Provides an opportunity to create a knowledge center for internal usage by support agents when customers contact the company.
Analytics
The system allows comprehensive analysis of marketing and sales data and related information from social networks.

If your company is considering implementing a powerful, comprehensive CRM, but does not know how to start, Innoware is ready to become your reliable partner. Our consultants will help you to get familiar with system functionality, specify your companies business needs, and adjust processes according to the system functionality. For consultation on the implementation or support of Microsoft Dynamics 365 Sales, call us +38 044 490 22 20 or write to: erp@innoware.com

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