Dynamics 365
Sales
for clear processes
in sales
In sales, information, activities and opportunities need to be available at all times. A CRM solution helps structure processes, prepare next steps in a targeted way, and win more time for customer conversations.
A typical day in sales
Lisa works in sales and looks after customers, opportunities and quotes every day. To do this, she needs up-to-date information on contacts, activities and open matters. When information is spread across different systems, coordination effort increases and important steps are more easily forgotten.
With Dynamics Sales, Lisa has customer information, activities, leads and opportunities available in one place. Tasks, appointments and follow-up actions can be tracked in a structured way. Lisa can set priorities more quickly and develop sales opportunities in a more targeted way.
Lisa gains time for her customers and can focus more on preparing conversations and developing existing relationships further.
Features for structured sales processes
Manage leads
Leads can be captured and scored. Sales teams can see more quickly which contacts have priority and which activities come next.
Features
- Capture leads
- Maintain contacts
- Plan activities
- Track follow-ups
- Set priorities
Manage opportunities
Opportunities can be tracked throughout the sales process. Quotes and activities are available in the context of each individual opportunity.
Features
- Manage opportunities
- Prepare quotes
- Analyze the pipeline
- Document customer needs
- Track closing stages
Relieve sales teams
Sales staff gain time to prepare conversations and develop opportunities further.
Features
- Automate tasks
- Use AI-driven insights
- Integrate Outlook
- Support collaboration
- Evaluate reports
Your advantages with Dynamics 365 Sales
Structured sales processes
Leads, opportunities, tasks and quotes are mapped in a transparent way. Open items and next activities can be classified more quickly.
More time
for customers
Recurring tasks and follow-ups can be managed and automated in a more targeted way. This leaves more time for customers and opportunities.
Confident decisions
Up-to-date sales data and analyses provide orientation for opportunities and support prioritization in day-to-day sales work.
Dynamics Sales extended with purpose
Power BI
Analyze sales metrics
Analyze KPIs in clear dashboards. Spot developments, bottlenecks and trends early on.
Customer Insights Journeys
Guide prospects
Automate campaigns and guide prospects across various touchpoints all the way through to handover to sales.
How does your sales team work?
Sales processes require up-to-date information and reliable tracking of customer contacts and opportunities. Together, we look at your workflows and structure your sales processes.