Microsoft Dynamics 365
Sales CRM
Microsoft Dynamics 365
Sales CRM
Transform your sales force and build lasting customer connections. Dynamics 365 Sales is your one-stop CRM solution, designed to streamline processes, empower teams, and unlock explosive revenue growth.
Empower Your Sellers & Accelerate Revenue
Make selling easier with AI, automation, and real-time insights built into sellers’ flow of work.
Review open sales tasks, new assignments, and pipeline updates by querying Copilot using natural language or prebuilt prompts.
View AI-based scoring models and a prioritized work list for leads and opportunities.
Track your pipeline and progress toward key performance indicators (KPIs) using embedded charts and dashboards.
View a timeline of past customer activities or use Copilot to generate opportunity summaries and meeting preparation notes.
Get suggestions for sales actions and next steps to advance the deal.
Get email and call assistance using Copilot-generated email drafts and call summaries that include an analysis of sales KPIs and suggested tasks.
Predict revenue and track performance against goals with forecasts and charts.
Get insights into forecasts and team metrics like conversion and win rates by querying Copilot using natural language or prebuilt prompts.
Provide automated sales guidance by creating sequences of sales actions for your team.
Dynamics 365 Sales Capabilities
Build Authentic Relationships
Build Authentic Relationships
Faster response times, consistent communication, and reliable follow-through during long sales cycles build trust with customers, leading to success with Dynamics 365 for sales.
Lead Scoring
Lead Scoring
Leverage embedded AI in Dynamics 365 Sales to continuously learn from your sales experience and generate sharper recommendations. Plus, gain total process transparency to identify and share best practices across your team.
Smart Selling
Smart Selling
Speed up proposal creation with Microsoft Dynamics 365 Sales! Leverage pre-designed templates, pull data instantly from your ERP, and invite colleagues to collaborate directly within the proposal workspace. Streamline the process and focus on closing deals.
Boost Sales
Boost Sales
Dynamics 365 Sales integrates seamlessly with Microsoft Teams, allowing your sales reps to collaborate on deals across departments and locations. Share customer information, documents, and have discussions directly within Teams.
Drive Sales Performance
Drive Sales Performance
Dynamics 365 Sales CRM provides pipeline analysis, deal insights, relationship analytics, and conversation intelligence. This data empowers them to identify at-risk deals and deliver actionable feedback through built-in coaching tools, boosting overall team performance.
Optimize Collaboration
Optimize Collaboration
Ditch the data entry, empower your sellers! Dynamics 365 Sales equips your team with actionable insights, guiding them towards high-impact customer interactions.
Relationships
performance
collaboration
Case Studies
STORAGE & TRANSPORTATION
Sales Process Improvement for a Storage and Transportation Company
Problem
- Challenge In managing their sales processes efficiently.
- Issue Integrating existing CRM with third party tools
- Delayed decision making
Solution
- Implemented Dynamics 365 CRM for Sales to streamline the sales processes.
- Customized the 365 Sales CRM solution catering to the specific needs
- Implemented real time integration of custom web-based quote creation
DISTRIBUTION
Increase Operational Efficiency for an Electronic Component Wholesaler
Problem
- Fragmented systems that were causing inefficiencies within the business
- Staff was spending too much time on repetitive actions
- No real time visibility on revenues, sales numbers etc.
Solution
- Implemented Dynamics 365 CRM for visibility on sales data and Business Central for process automation for company’s accounting, supply chain and other business process.
- Real time integration of custom web-based quote creation tool with Dynamics 365 Sales for auto creation of opportunities for further processing.
POWER & ENERGY
Streamlining Management and Sales Processes for Energy Sector
Problem
- Lack of effective management and tracking of critical sales activities
- Delayed responses, missed opportunities, and potential customer dissatisfaction
Solution
- Implemented Dynamics 365 Sales
- Configured customised notifications workflow for 365 Sales
- Defined triggers to initiate notification workflows
- Establish escalation procedures for unresolved activities
Technology and Communications
Customised CRM Implementation for an Australian Based CSP Provider
Problem
- Ineffectiveness in managing opportunities within Dynamics 365 Sales CRM
- The quote template does not meet the requirements of the business team
- Disorganized tasks and activities
Solution
- Customised existing Dynamics 365 CRM setup by enhancing opportunity tracking with customized fields, views and dashboards
- Optimize task and activity management with reminders, notifications, and task assignment rules
- Customised quotation feature as per business needs
Case Studies
STORAGE & TRANSPORTATION
Sales Process Improvement for a Storage and Transportation Company
Problem
- Challenge In managing their sales processes efficiently.
- Issue Integrating existing CRM with third party tools
- Delayed decision making
Solution
- Implemented Dynamics 365 CRM for Sales to streamline the sales processes.
- Customized the 365 Sales CRM solution catering to the specific needs
- Implemented real time integration of custom web-based quote creation
DISTRIBUTION
Increase Operational Efficiency for an Electronic Component Wholesaler
Problem
- Fragmented systems that were causing inefficiencies within the business
- Staff was spending too much time on repetitive actions
- No real time visibility on revenues, sales numbers etc.
Solution
- Implemented Dynamics 365 CRM for visibility on sales data and Business Central for process automation for company’s accounting, supply chain and other business process.
- Real time integration of custom web-based quote creation tool with Dynamics 365 Sales for auto creation of opportunities for further processing.
POWER & ENERGY
Streamlining Management and Sales Processes for Energy Sector
Problem
- Lack of effective management and tracking of critical sales activities
- Delayed responses, missed opportunities, and potential customer dissatisfaction
Solution
- Implemented Dynamics 365 Sales
- Configured customised notifications workflow for 365 Sales
- Defined triggers to initiate notification workflows
- Establish escalation procedures for unresolved activities
Technology and Communications
Customised CRM Implementation for an Australian Based CSP Provider
Problem
- Ineffectiveness in managing opportunities within Dynamics 365 Sales CRM
- The quote template does not meet the requirements of the business team
- Disorganized tasks and activities
Solution
- Customised existing Dynamics 365 CRM setup by enhancing opportunity tracking with customized fields, views and dashboards
- Optimize task and activity management with reminders, notifications, and task assignment rules
- Customised quotation feature as per business needs
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