Microsoft Dynamics 365 for Sales

Visualise, Plan And Transform

Sell Smarter with Relative Insights

• Increase conversion rates and win more 
• Enhance response rates 
• Maintain relationships 

Increase conversion rates and win more sales with lead and opportunity scoring, based on advance scoring models used to identify and target customers most likely to convert and buy. Enhance response rates through the use of warm introductions from colleagues who are already emailing, meeting and collaborating with prospects. 

Shape engagement based on contextual insights which recommend personalised talking points and next best actions. Illustration to sellers when and how customers interact with platforms such as their emails, which helps them to be more proactive and responsive in their email communications.  

Maintain relationships with signals from Dynamics 365 and Microsoft 365 that reveal relationship health and risks alike. 

Genuine and Personal Engagement

Form Relationships

• Combine relationship data and processes 
• Personalise sales documents  
• See it from the customer’s perspective 

Combine relationship data and processes with LinkedIn Sales Navigator integration so sellers can build trust and effortlessly manage relationships at scale. Get insights and profiles with LinkedIn Sales Navigator integration, comprising related leads and ways to present a warm introduction. Keep track of contacts and visualise relationships between contacts with collaborative charts. 

Personalise sales documents with embedded Microsoft 365 tools, suiting the way sellers work. See it from the customer’s perspective and advance sales engagement by bringing customer data together with survey insights from Microsoft Forms Pro which is included with Dynamics 365 Sales. 

Be More Effective

Make More Time For Selling

• Reduce routine tasks 
• Reduce training 
• Focus on selling 

Reduce routine tasks with prompts and suggestions which make regular tasks more efficient. Prompts such as sellers enter notes and suggestions of new records are utilised. Focus on selling with sales playbooks which contain repeatable, proven sales methods and contextual reference material.  

Spend less time searching for content with modern sales capabilities that intelligently suggest the most relevant content and related training to sellers based on their searches. Reduce training with a business process user interface which delivers contextual guidance throughout each phase of the sales cycle. 

Integrated Tools

Boost Sales Efficiency

• Work together on deals
• Reduce manual data entry 
• Strengthen your partner channel 

Work together on deals across processes and geography with customer information, document sharing, chat facilities, team meetings, documents and business applications. Reduce manual data entry through scanning and converting business cards into new records to eliminate further manual data inputting. 

Revolutionise workflow with modern mobile applications and familiar Microsoft tools such as Outlook, Excel and SharePoint that work seamlessly together in Dynamics 365 for Sales. Recruit, bring on board and strengthen your partner channel. Give partners a snapshot of interaction across different opportunities, cases and other relevant information with partner relationship management.