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Dynamics 365 For Sales Features

One unified sales management console for your online and offline sales processes. Bring harmony between your different sales channels

Design and optimize a customized funnel to qualify all your leads and turn them into opportunities for sales.

Design a customized funnel, track each sale, track prospects at a level, analyze the bottlenecks, effortlessly measure the outcomes of every process.

Place all your contacts in one place, organize them according to their position in the sales funnel, make customized communication with every customer using intelligent groups.

One integrated dashboard for all your reports and analysis. Get customized and actionable reports to boost your sales.

Get the most out of your Sales CRM with cross-functional integration across multiple ERP products.

Functions of Dynamics 365 For Sales

Social Engagement
Customer Service
LinkedIn Navigator
Project Service
Marketing Automation

D365 For Sales Benefits

Personalized Customer Engagement

Dynamics 365 seamlessly integrates with LinkedIn Sales Navigator. This lets your sales team get insights on customer-centric content to build customer’s trust. It enables you to find opportunities to nurture relationships and generate sales. Personalize each customer interaction using information from a single source of truth to keep your sales team informed and be better prepared for every sales interaction. Allow your team members to co-create personalize sales documents with embedded office 365 tools.

Improved Sales Performance

Achieve your targets by setting goals, prioritizing the top goals, and monitoring results. Gain visibility and insights into sales performance and effectiveness with real-time dashboards and analytics. Get timely feedback and take corrective actions. Meet objectives and achieve your goals by motivating and energizing your entire team with fun and exciting team-based unique gamification solutions. Replace repetitive tasks with intelligent automated workflows (email notifications, guided workflows, and smart alert cards) to reduce administrative tasks thereby increasing the selling time of your sales team.

AI-driven Smart Selling

Guide salespeople with the next best step to move each customer relationship forward. Gain better insights by connecting Power BI to bring sales data to life with graphical visualizations. Optimize customer engagement by sharing insights on when and how customers interact with their emails so that they can be more proactive and responsive in their communications. Leverage social media to identify customer behaviors. D365 for Sales provides insights that track buyer sentiments and identify potential competitive threats.

Simplified Sales Execution

Improve sales effectiveness by giving your team social insights, up-to-date company information, holistic view of customers, leads, connects, and opportunities in their pipeline. This targeted and guided information with rich customer profiling enables salespeople to engage in meaningful conversations. Get up-sell and cross-sell recommendations. Work anytime, anywhere, even when there’s no connectivity, with an offline mobile application.