Help organisations gain clear insights, accelerate sales performance, get a better view of opportunities, and improve the effectiveness of your business development activities.
With Microsoft Dynamics 365 for Sales, you get features and functionality that go beyond traditional sales force automation and CRM to better understand customers needs, engage more effectively, and win more deals.
Manage and track prospects and leads, which can then be qualified into an active opportunity to pursue.
Opportunity & Pipeline Management
Maximise sales opportunities by tracking active pursuits and proposals. Manage and analyse your sales pipelines by individual sales executive, team, and region.
Automate sales processes, gating activities, notifications, and approvals using business process flow to shorten sales cycles, boost productivity, and reduce costs.
Account and Contact Management
Keep track of critical information associated with customer contacts and accounts, including integration with data from InsideView and LinkedIn.
Manage tasks and activities with integrated activity tracking and reminders.
Keep an eye on your competition to help build your competitive advantage.
Quotes and Order Management
Create quotations and estimates using your company's product names, rates, discount structures, and descriptions. Order Management allows users to process orders.
Dashboard and Analytics
Quickly turn market surveys and client or sales data into informed decisions through pre-built dashboards and analytics.
Sync email, calendar, and contact tools; automatically promote information back and forth between Dynamics 365 and Microsoft Outlook to drive productivity and ease of use.
Update information like company size, industry, job title, and years of experience all from LinkedIn data.
Microsoft Dynamics 365 for Sales provides tools for these key roles on your team
Professional Advantage, with 30 years of client success, is equipped to support your transfer to Dynamics 365 with our implementation processes. We take pride in our Dynamics 365 consulting teams’ outstanding professional services and expertise in unifying CRM and ERP capabilities to help you run your business end to end.