Microsoft Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales enables deeper customer engagement in an increasingly complex sales environment. Sellers can take action based on insights, build strong relationships, and increase sales performance, all while maximizing productivity.

With Dynamics 365 for Sales you can use built-in predictive analytics and digital intelligence to anticipate customer needs, personalise the sales process and sell more, faster. Get the most from your data. Pinpoint leading indicators and identify prospects with the greatest potential.

For your sales team, Microsoft Dynamics 365 for Sales provides licensed users with access to core sales capabilities for a significantly lower price than comparable offerings from other vendors, including lead and opportunity management, product, price list, and order management, as well as sales group management functionality.


Overview and Capabilities


Sell smarter with embedded intelligence

  • Know the next best step

Strengthen relationships with personalized and relevant interactions based on contextual, embedded intelligence that helps sellers exceed the expectations of modern buyers.

  • Optimize email engagement

Elevate your email communications with embedded intelligence that lets you know when and how customers interact with your emails, so you can be more proactive and responsive in your communications.

  • Keep a pulse on social trends

Find out what buyers are really thinking with social intelligence that reveals social sentiment and identifies potential competitive threats.


Foster relationships with authentic and personal engagement

  • Put buyers first with relationship selling​

Build trust with insights cantered on specific customer needs and easily manage relationships at scale with integration between LinkedIn and Dynamics 365 that unifies data and processes.

  • Engage buyers with social media

Find opportunities and nurture relationships with embedded intelligence that highlights relevant conversations to join and recommends content to share.

  • Deliver personalized content

Get suggestions for relevant content based on what you’re working on and who you’re working with. Quickly create personalized sales documents with familiar Office 365 tools that enable simultaneous collaboration and editing.


Boost productivity and increase revenue

  • Provide intelligent guidance

Increase user adoption and minimize training with rich, context-sensitive help and an intelligent, event-driven sales process that guides sellers to optimal outcomes..

  • Simplify sales execution

Accelerate deals with an end-to-end, immersive experience for opportunity management. Use familiar tools like Excel and Outlook for day-to-day sales activities. See the status of cases, all without the hassle of switching apps.

  • Stay informed

Enrich account, contact, and lead data with contextual third-party firmographics, news, and compelling events for both B2B and B2C business models.

  • Sell anytime, anywhere

Work on the go, even without connectivity, with modern mobile apps that provide contextual news, social data, and task flows.

  • Connect with your partners​

Recruit, on-board, and strengthen your partner channel through deeper enablement and activation. Give partners a quick view of interactions across opportunities, cases, and other relevant information.


Accelerate sales performance

  • Shorten ramp up time

Ease on boarding of new sellers. Align sales behaviour with best practices and interactive help and documentation.

  • Increase sales effectiveness​

Hit your numbers by setting goals, monitoring results, and providing timely feedback and coaching. Investigate deviations from plan and take corrective action using real-time analytic dashboards..

  • Gain visibility and insights

Go from data to insights with real-time dashboards that have interactive, drill-down capabilities and natural language queries.

  • Motivate your sellers

Energize sellers with fun and exciting team-based sales contests. Improve sales performance and hold everyone accountable with a unique gamification solution that makes results highly visible.


Innovate with a modern and adaptable platform

  • Adapt quickly

Accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps.

  • Extend and connect

Automate processes across Dynamics 365 applications and third-party systems for a unified experience.

  • Invest with confidence

Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure. Trust our state-of-the-art datacentres to safeguard your data.

  • Drive innovation

Transform your customer interactions with deep insights provided by embedded intelligence that guides your teams to the right business outcomes.


 

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