Microsoft Dynamics 365 Sales

The goal of Microsoft Dynamics 365 Sales is to retain and increase the loyalty of existing customers and acquire new customers. The trend is to exceed customer expectations and Microsoft Dynamics 365 Sales helps you to achieve this goal.

Microsoft Dynamics 365 Sales offers support for best business practices across the sales team with the ability to focus on different product groups or customer segments.

It allows you to set up processes that increase the likelihood of winning orders and shorten the sales cycle. Gives the sales team access to comprehensive and consistent customer information that is accessible to all authorized users, enabling better business results on an ongoing basis. This includes customer communication history, a view of all contact persons and their position within the company.

The solution offers the possibility of planning business goals, their continuous monitoring and prediction of performance for individual salespeople, sales teams or market segments.

These capabilities enable Microsoft Dynamics 365 Sales to optimize the entire sales cycle, reduce the cost of acquiring and executing sales opportunities, and increase the overall productivity of the sales team.

Relationship assistant is an integrated analytics tool that displays the current key information for a given record, controls for working with the record, and recommended actions that are suggested through artificial intelligence elements.

Email assistant allows you to track the interaction of the recipient of an email message - i.e., opening an email, clicking on a link, viewing an attachment, etc. You can also set the time when the email is sent or automatically schedule follow-up activities.

Microsoft Dynamics 365 Sales is extremely easy to configure. Individual entities, the relationships between them and their attributes can be easily refined according to the needs of the company at the user level. What cannot be user-developed can be developed on the xRM platform on which the entire solution is built.

Microsoft Dynamics 365 Sales can be extended with the Microsoft Dynamics 365 Marketing module, which provides functionality to support all processes and agendas that are related to marketing. These include, in particular, the management of marketing campaigns, evaluation of business opportunities or organizing customer events.

Microsoft Dynamics 365 Sales enables one-click export of data to Excel, over which further data modifications can be made which can then be imported back into the system. It also enables the creation of templates to generate arbitrary Word documents over the data of a given record and associated records. Thanks to the integration with Outlook, it is possible to communicate with the customer directly from the business development opportunity.