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For more information please contact us at:
(716) 322-4416

Microsoft Dynamics 365 Sales

Easy Set Up. Familiar. Flexible.

Microsoft Dynamics 365 Sales is a comprehensive customer relationship management (CRM) solution designed to empower your sales teams through advanced automation, contextual insights, and artificial intelligence (AI).

Streamline your sales processes, enhance your employees’ productivity, and provide your sales managers with valuable insights into their teams’ performance and customer interactions.

Harness the power of next-generation AI with intelligent CRM

Help your team personalize customer engagements

Help your employees increase their focus and productivity

Enable sales managers to forecast sales and provide coaching with confidence

Empower sales leaders to exceed organizational needs by automating tasks

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Want to Close More Deals?

Elevate your customer engagements to new heights with Microsoft Dynamics 365 Sales. With this solution, your team will gain a comprehensive understanding of your customer relationships, activities, and key engagement KPIs with an in-depth view that goes beyond the surface.

Your sales team will stay in the loop by accessing the leads’ LinkedIn details and activities.

With Copilot, our advanced AI, you will receive concise summaries of customer details, past emails, meetings, and relevant news, helping you tailor their interactions for maximum impact.

Sellers will stay on top of the game with notifications about contact activity, overdue replies, and upcoming close dates. They will collaborate effectively by receiving suggestions for warm introductions from colleagues.

Additionally, your sellers will enhance their workflow by recording and transcribing calls with AI-generated transcription. They will enjoy real-time customer sentiment analysis, whether they are calling from Dynamics 365 Sales or Microsoft Teams.

Your sellers and sales managers will be able to monitor the effectiveness of the calls with detailed KPIs, including talk-to-listen ratio, talking speed, and switches in the conversation.

With Microsoft Dynamics 365 Sales, your company can personalize your customer engagements like never before, delivering a tailored and impactful experience at every touchpoint.

Do You Want to Boost Your Sales Team’s Productivity?

Supercharge your sales team’s focus and productivity with Microsoft Dynamics 365 Sales, designed to empower sellers and streamline their workflow.

With our solution, your sellers will prioritize their pipeline effectively by leveraging sales forecasting, in-app, and Power BI visualizations, supported by predictive AI models. They will identify the most promising leads and opportunities with AI-generated scoring.

Your sellers will be able to make calls directly from Dynamics 365 Sales, seamlessly integrating their customer conversations with their workflow. They will be able to view, capture, and edit customer details effortlessly in Microsoft Teams and Outlook, which sync with Dynamics 365 Sales.

Your sellers will be able to enhance collaboration by creating spaces in Microsoft Teams with pre-built templates and synchronized data from Dynamics 365 Sales.

With Microsoft Dynamics 365 Sales, your sellers can optimize their focus, streamline tasks, and elevate productivity for unparalleled success in every engagement.

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Empower Your Sales Managers to Make Accurate Forecasts and Provide Better Coaching

With Microsoft Dynamics 365 Sales, sales managers can create consecutive sales journeys for leads, opportunities, or accounts, enabling them to prioritize and streamline the selling process.

Sales managers can utilize templates to swiftly generate new sequences, ensuring their teams follow a cohesive and effective strategy. They can connect sequences back to customer records, either manually or through Power Automate.

With Microsoft Dynamics 365 Sales, managers gain unparalleled visibility into their team’s performance with detailed sales data, identifying who is exceeding goals and who may need support in meeting their objectives. They can harness insights into top performers, unlocking valuable lessons that can be shared across the team.

Also, they can dive into customer sentiment analysis to pinpoint sales and coaching opportunities, ensuring they stay ahead of the curve.

Microsoft Dynamics 365 Sales equips sales managers with the tools needed to forecast sales accurately, provide targeted coaching, and foster a high-performance sales culture.

Do You Want to Make Timely Decisions about Tasks That Need to Be Automated?

Empower your sales operation leaders with Microsoft Dynamics 365 Sales, a solution that automates and augments processes to meet the evolving needs of your organization.

The Power BI Dataverse connector helps simplify data integration and lets sales operation leaders gain near real-time insights from Dynamics 365 applications.

Your sales operation leaders can customize customer-specific reports, providing your sellers with a comprehensive 360-degree view of each customer.

They can also leverage built-in AI features like Anomaly Detection and Key Influencers to identify root causes behind changes in KPIs, ensuring proactive decision-making.

The pixel-perfect visual app designer facilitates the rapid creation and deployment of professional-looking apps.

With Microsoft Dynamics 365 Sales you can connect legacy line-of-business applications quickly and securely. You can harness the power of automated workflows with AI to increase operational efficiency and securely integrate automation at every level.

Microsoft Dynamics 365 Sales is your key to unlocking a more streamlined, intelligent, and adaptable sales operation.

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easysetup

Easy to Set Up

If your team is grappling with the challenges of using multiple applications for CRM, email, voice/video meetings, and document storage, Dynamics 365 Sales offers an easy setup solution. Say goodbye to the time-consuming process of signing in and switching between applications, redoing work, and searching for information.

With Microsoft Dynamics 365 Sales, you can harness the benefits of sales force automation without a learning curve or the need for extensive training for your employees.

Our solution is designed to be seamless, allowing you to manage customer relationships and close deals within Microsoft 365, eliminating duplicate data entry, data reconciliation, and inefficient app switching.

Microsoft Dynamics 365 Sales is your gateway to a streamlined, efficient, and interconnected sales environment!

flexible

Flexible

Microsoft Dynamics 365 Sales is a solution tailored to the unique needs of your sales processes.

Your team members can capture and share sales notes effortlessly.

Microsoft Dynamics 365 Sales adapts seamlessly to the evolution of your business requirements. You can easily customize the solution to align with your specific sales processes, and, when the time is right, enhance it further by adding additional business applications or advanced capabilities like LinkedIn integration.

Whether it’s about contextual sales guidance through Insights & Analytics (IA) or providing real-time dashboards for sellers and leaders, Dynamics 365 Sales ensures that your sales team stays informed and focused on the metrics that matter.

Embrace a solution that not only meets your current needs but also evolves with your organization, optimizing sales performance and guiding informed actions toward your specific goals.

Microsoft Dynamics 365 Sales is the epitome of flexibility, empowering your team to adapt and thrive in a dynamic business environment.

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