professional services

Dynamics 365 Sales

Microsoft Dynamics 365 Sales allows you to build and strengthen your relationships with both potential and existing customers. It provides your sales team with all the tools they need to manage leads and pipelines effectively, making it easier to act based on real-time insights. With Dynamics 365 Sales, you can streamline your sales workflow and empower your salespeople to close deals more efficiently.

Build Relationships and grow revenue with Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is a complete sales application that provides sales representatives with the insights and action plans they need to secure clients, build strong relationships and close sales quickly and efficiently. Dynamics 365 Sales offers inbuilt organisational capabilities to helps sales representatives to manage all their accounts and contacts, correspond effectively and generate consistent sales collateral.

Dynamics 365 Sales to suit your business needs

‍The Sales Hub Application is built on the Unified Interface framework which uses responsive web design principles to provide an optimal viewing and interaction experience regardless of the screen size or orientation. The entire Sales Suite is included within this package and is suitable for use by large business or enterprises.

The Sales Professional Application is similar to the Sales Hub but operates on a smaller scale, only including a subset of the Sales Hub capabilities. This Application is more tailored towards individuals or small business who do not require the full Sales Enterprise suite.

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Enhance Productivity

Built in automatic note-taking capabilities and contextual prompts help to streamline the tedious documentation stage. The Sales App also has the capability to scan and convert business cards into new records and reduces the need for manual data entry, saving valuable time.

‍Streamline Training

A Business Process User Interface provides contextual guidance throughout. This enables each employee to spend less time asking questions and more time selling. Sales Playbooks are also available to teach employees repeatable, effective sales techniques to increase sales.

Stronger Relationships

AI-driven data provided by Sales Insights helps users find more client and maintain a strong relationship. Relationship health insights offers suggestions of talking points, communication templates and reminders.

Benefits of Dynamics 365 Sales

Sales Process

Guided business process to streamline the sales process and enable your workforce to work more efficiently. These processes can be tailored for your organisation’s needs.

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Sales Insights

Actionable insights and suggestions based on how your teamwork. If an opportunity is closing next week, have the Relationship Assistant remind you to connect with the customer.

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Centralized Data

One central hub to hold all the activities related to a customer or opportunity. Appointments, phone calls, data can all be accessed easily.

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Integration

Integrate with other Microsoft 365 apps, SharePoint to store and view documents, Excel to make changes to data and save changes back to Dynamics 365 Sales without the need to switch applications.

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Real Time Analytics

Real-time analytics utilisation to monitor productivity and offer feedback to your team. Accelerate their performance with historical data and predictive information.

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Benefits of Dynamics 365 Sales

Dynamics 365 Sales offers great benefits, whether you're using a desktop, phone or tablet;

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