Collaborative, Flexible and Configurable

Microsoft Dynamics 365 for Sales

The Microsoft Dynamics 365 Sales App offers complete and intuitive solutions that help sales professionals be more productive and focus on what’s important – providing their clients with incredible experiences.

This complete and powerful solution has all of the necessary tools and insights to help sales teams plan and sell more effectively, focus on their goals and build positive relationships with their customers.

Dynamics 365 Sales App has the methodologies to coordinate sales activities and a consistent framework for autonomous business process and procedure definition and tweaking. Your entire team can follow the practices that you define: qualify, develop, negotiate and convert.

The Dynamics 365 platform is flexible. It enables clients, suppliers and partners to be grouped together and adds value to day-to-day sales operations with the creation of different views, fields, workflows, business processes and forms.

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Key Functionalities:

Dynamics-365-Sales-Social-saleManage 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.

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Dynamics-365-Sales-Opportunity-managementUse the Sales App social network monitoring and engagement features to identify interest signals in specific products and servicesTransform 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.

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Dynamics-365-Sales-Planning-and-managementRefine 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.

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Dynamics-365-Sales-Content-collaborationCreate 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.

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Dynamics-365-Sales-MobilityWork 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.

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Dynamics-365-Sales-Intelligent-salesRely on Microsoft Cortana intelligence in your Sales App. Get up-sell and cross-sell recommendations. View trends inside panels and pre-built reports made with Microsoft Power BI and make use of the questions and answers feature. Obtain sales performance visibility with contextual panels and graphics inside your sales application.

The sales experience has never been so good. Try the Microsoft Dynamics 365 Sales App today.

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Sales App Key Benefits:

  • Allows your team to collaborate and work as a team;
  • Automatic updates ensure you spend less time checking customers’ situations;
  • Managerial visibility to answer any questions about your team’s performance;
  • Follow-up processes by simply accessing CRM and checking how your sales teams are managing your customer base;
  • Define business rules to attribute leads to your sales team;
  • Generate a complete customer report in just a matter of clicks
  • Customised exhibition to increase your general visibility;
  • Filter and view only the information you need at any given time;
  • With a single database, you can unite all of your customers’ data, so that it’s all in one place.
Enhance Business Performance with Dynamics 365

Enhance Business Performance
with Dynamics 365

Ready for an integrated solution with the flexibility to address the nuances of your business model, without the overhead and distraction of building infrastructure to support it? Microsoft Dynamics delivers the best of both.

Gone are the separate CRM and ERP application silos of the past that complicated real-time sharing of details across related transactions.

Download our whitepaper to discover how Dynamics 365 can significantly improve results for your organization.

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