Manage customers and opportunities from wherever you are. Have entire customer relationship histories at your disposal. Increase sales visibility and productivity
by providing a collaborative portal for customers and partners where you can manage opportunities, conduct relevant communications and share resources. Know which sales stages to execute using the visual feature of Business Processes
. Stay up-to-date with dashboards featuring key updates, such as pipeline progress, forecast and sales team goals.
Use the Sales App social network monitoring and engagement features to identify interest signals in specific products and services
. Transform those signals into qualified leads
and conduct opportunities generated from social networks. Amplify your reach on social networks, create valuable content for prospects and clients from your Dynamics 365 and keep your sales pipeline consistently replenished.
Refine your sales numbers, define goals, monitor results and provide feedback and training in real-time.
Conduct analysis of Office 365 Excel resources and pre-built templates. Motivate the commercial team with creative and funny competitions, such as FantasySalesTeam, which is part of the Dynamics 365 sales solution. Facilitate adoption and define sales steps with best market practices, using the business process manager and interactive help and documents.
Create personalized sales documents with Word templates and achieve real-time collaboration
through Office 365. Manage required documents for sales processes directly in SharePoint, Office 365 groups and OneDrive for Business.
Receive and organize contextual content for you and your team through Delve. Use the Sales Literature feature of Dynamics 365 to provide your teams with updated and relevant commercial content.
Work from anywhere while still relying on your customer portfolio and the main office resources. Receive news, social network posts and tasks
to rapidly complete your daily sales routine. Manage your customers’ data using voice commands.
Create new records, schedule meetings, define reminders and find information. Boost your productivity using your Dynamics 365 Mobile App, online or offline, at any time and in any place via your tablet or smartphone.