Overview

Benefits of using D365 Sales

Increase Sales

• On average, companies using Dynamics 365 Sales saw a return of £12.28 for every £1 spent. D365 replaces repetitive tasks with intelligent workflows.
• Simplifying and automating lead and customer engagement can significantly shorten the sales cycle making more time for managers and their teams to work more effectively helping them achieve their sales goals faster and improve results.

Connect with Customers

• With a 360-degree view of customers shared on a single database that connects both LinkedIn and Outlook to keep tracking of updates, you can personalise each interaction using complete information about every account and contact that keeps everyone prepared and informed for each sales interaction.

Do Business Everywhere with the D365 Sales App

• Salespeople who are always on the move can update sales data and access information on the go via tablet or phone meaning your team are always prepared with the information they need that will enable them to respond to new requirements and make well-informed decisions quickly.

Pipeline Management & Tracking Performance

• Easily access both real-time and historic data, helping managers know which deals are most likely to be converted, or knowing which members of the team that need their efforts focused upon.
• Salespersons can plan effective strategies by segmenting the entire lead database into different categories, moving leads from one stage to the next and getting notified whenever a lead moves to the next level.

Engagement

• Prioritise your high-potential prospects.
• Get a complete view of customer interactions.
• Identify all the important stakeholders.
• Personalise interactions with your customers.
• Compose more compelling emails using contextual sales data.

Productivity

• Team up with customers and colleagues to collaborate.
• Create winning sales proposals and access relevant documents.
• Save time on training with contextual guidance surfaced in real time.
• Work on the go, without connectivity.
• Automate your sales process, eliminating time-consuming, repetitive tasks.

Performance

• Gain real-time visibility into your pipeline with interactive dashboards and reports.
• Make better decisions using the most current data.
• Gain strategical insights with integrated customer surveys.

Set Up

• Get up & running in hours with an intuitive solution that guides you.
• Accelerate setup by automatically using your existing Office 365 settings.

Customisation

• Get immediate business results with preconfigured tools that are ready to use.
• Quickly adapt tools for your sales process with easy, no-code configuration options.
• Save time with a single configuration process that supports multiple platforms.

Case Studies

• C.H. Robinson improves visibility into customer needs with Dynamics 365
• Dynamics 365 quenches G&J Pepsi-Cola Bottlers’ thirst for innovation, integration, and agility

Costs

Depending on your needs, our experienced consultants can have you up and running in the necessary time and take advantage of increased productivity and smarter processes. You can choose from predefined options that suit your business requirements with our fixed-cost Dynamics 365 Sales packages.