For professional services organizations looking to improve the effectiveness of their business development activities, the Microsoft Dynamics 365 Sales solution provides a best-in-class sales automation platform capable of managing your entire business development process.
Available in a web browser interface, embedded directly in Microsoft Outlook, or via purpose-built mobile apps, Dynamics 365 Sales can help your organization gain a 360-degree view of critical business development processes, maximize revenue opportunities, and more effectively collaborate across pursuit teams.
Watch this video for some highlights - like sales-minded dashboards that give insights and data you can share and act on; re-usable templates to share with your team; collaboration tools and integration with other apps like Excel and Skype; even business process customization so the tool works like your organization does. Harness the power of the cloud to do everything from qualifying leads and preparing quotes to managing your pipeline.
The Microsoft Dynamics 365 Sales solution provides best-in-class CRM capabilities to help professional services organizations optimize their business development processes and win more business.
Lead tracking |
track a database of prospects and leads, which can then be qualified into an active opportunity to pursue |
Opportunity management |
maximize revenue opportunities by tracking active pursuits and proposals, while easily analyzing your sales pipeline |
Sales process flows |
automate sales processes, gating activities, notifications, and approvals using business process flows |
Account and contact management |
keep track of critical information about your clients and contacts, including integration with data from InsideView and LinkedIn. |
Activity management |
make sure sales activities don’t slip through the cracks with integrated activity tracking and reminders. |
Competitors |
keep an eye on your competitors to help your firm build winning pursuit strategies |
Project quotes |
build estimates and quotations for projects and services using your firm’s unique roles, rates, and work plans |
Sales literature |
create and archive a wide range of sales literature to ensure consistency when communicating with clients and prospects |
Dashboards and analytics |
quickly identify trends and analyze client and sales data using pre-built dashboards and analytics |
Outlook integration |
automatically promote information back and forth between Dynamics 365 and Microsoft Outlook to drive productivity and ease of use |
Embedded collaboration |
easily collaborate with distributed teams on sales pursuits using SharePoint, Office Groups, OneNote, and Yammer |
Integrated communications |
view online presence indicators and initiate calls, emails, or IMs with colleagues through Skype for Business integration |
Mobile access |
easily access and update key information using purpose-built cross-platform mobile apps |
Your customers know more than ever before, and are making buying decisions before you can even engage. With all of this information available to customers, your sales team must adapt to the new customer journey. Using Microsoft Solutions for sales productivity, including Microsoft Dynamics 365 for Sales, your sales team can stay focused on the right customers and priorities, win faster by collaborating with colleagues to harness the power of the entire organization, and build a trusted relationship with customers through personalized and relevant engagements.
