Sales

Collaborative, flexible and configurable

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.

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.

Sales productivity

Combining the Microsoft Dynamics 365 Sales App with Power BI and Office 365, boosts your sales team’s productivity. Everybody can stay connected and work collaboratively, and as a result, close more deals faster.

  • Keep focused:

Focus on the right prospects and clients, improve sales control and performance and make the best decisions based on the latest knowledge and insight.

  • Win quickly:

Work more efficiently with solutions that are more simple, familiar and easy to use. Get involved and collaborate in strategic deals. Work at any time and from anywhere.

  • Build trust:

Stay ahead of your customers’ needs. Align the sales cycle to conduct opportunities in a proactive and personalised way and consistently interact with your customers across all contact points.

Other key functionalities include:

Opportunity Management

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.

Social Sale

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.

Planning and Management

Refine your sales numbers, define goals, monitor results and provide feedback and training in real-time. Conduct analysis with 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.

Content Collaboration

Create personalised 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 organise 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.

Mobility

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.

Intelligent Sales

Rely 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.

Client Success Stories

CPFL Energia
Dynamics CRM
Manufacturing

Demain Foundation
Dynamics CRM
Professional Services

JHSF
Dynamics CRM
Real Estate

Kirin
Dynamics CRM
Manufacturing

See all

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