What is Microsoft Dynamics 365 Sales?
Do you want to sell more effectively, build better relationships with your customers, and optimise your sales performance? If yes, then you need Microsoft Dynamics 365 Sales, the cloud-based CRM solution that helps you transform your sales process and empower your sellers.
Sales teams today require more than just traditional sales force automation to cope with an unpredictable selling environment that includes rapidly changing buyer preferences, sudden changes in business outlook, and fast-moving competitors. Dynamics 365 Sales offers an adaptive selling solution that helps sales teams prioritize customers. At the heart of the solution is an adaptive, intelligent system that is prebuilt and ready to use. It actively monitors multiple signals and distils them into actionable insights, enabling sales teams to anticipate buyer needs and provide seamless buying experiences.
Capabilities
Lead management
Dynamics 365 Sales provides tools to capture, manage, and qualify leads. The platform enables you to track lead sources, score leads, and convert them into opportunities when they meet the qualification criteria.
Opportunity management
Opportunities in Dynamics 365 Sales represent potential sales deals. The platform allows you to track and manage opportunities, including key information about prospects, estimated revenue, probability, and sales stages.
Product catalog
The product catalog in Dynamics 365 Sales enables you to manage and maintain a list of products, services, bundles, and pricing structures. This feature is essential when creating quotes or proposals for prospects.
Quote management
Dynamics 365 Sales offers quote creation and management functionality. You can generate quotes based on products and services from your catalog, apply discounts, and track the status of quotes throughout the sales process.
Sales territories and quotas
The platform allows you to define and manage sales territories, assign salespeople, and set sales quotas. This feature helps in defining the sales strategy and aligning sales efforts with target markets.
Activities and communications
With Dynamics 365 Sales, you can track and manage interactions with prospects and customers, such as calls, meetings, and emails. This feature supports customer relationship management throughout the prospect to quote process.
Dashboards and reports
Dynamics 365 Sales offers customizable dashboards and reports that give you insights into your sales performance. These analytics tools help you monitor and analyze your prospect-to-quote process, identify trends, and make data-driven decisions.
Benefits
Some of the benefits of using Dynamics 365 Sales are:
Pricing
Dynamics 365 Sales offers three plans to suit your business needs and budget:
Consulting services | Fasttrack or Packaged service
As an official Microsoft partner, de facto infotech can help you get the most out of Dynamics 365 Sales. We offer a range of consulting services, such as:
Planning
Starts with an in-depth assessment to identify key sales processes and customer engagement points, setting a solid foundation for a streamlined sales cycle.
Implementation
Deploys a comprehensive sales management system that integrates lead tracking, opportunity management, and customer interactions within a unified platform, enhancing sales team productivity.
Customization
Tailors the platform to align with specific sales strategies, improving team collaboration and sales execution with custom features and sales workflows.
Optimization
Enhances sales operations by incorporating AI-driven analytics, refining lead scoring, and automating sales activities for greater efficiency and visibility into the sales pipeline.
FastTrack
Accelerates the adoption of sales best practices, enabling swift alignment with market trends and driving sales performance to achieve business goals.
Customer story
Don’t just take our word for it. See how real customers have used Dynamics 365 Sales to transform their sales processes and outcomes. Here is an example of a customer story:
What's new
Keep up with the latest features and enhancements in Dynamics 365 Sales. Here are some of the recent updates:
Copilot
Copilot has been enhanced with deeper insights and recommendations to
help sellers close more deals.Core sale force automation and Microsoft 365 integration
Gartner
Dynamics 365 Sales has been recognized as a Leader in the 2024 Gartner
Magic Quadrant for Sales Force Automation Platforms.
Related info
Here are some related products and resources that you may find useful:
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