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Implementation Specialists

Microsoft Partner providing ERP solutions, support and consulting.

Dynamics 365 CRM

Microsoft Dynamics 365

SALES

Microsoft Dynamics 365 Sales empowers sales professionals to build strong customer relationships, act on insights, and close deals faster.

Use it to manage accounts and contacts, and guide sales from lead to order. You can also create marketing lists, run campaigns, and track service cases linked to
specific accounts or opportunities.

Marketing

The ability to create, execute, and track marketing campaigns and leads allows your marketing team to handcraft customer journeys and hand off viable leads to the sales team - leading to higher ROI on marketing dollars spent.

Sales

Customizable account, contact, and opportunity records help to streamline your sales process, giving your sales team the ability to spend most of their time doing what they do best - sell.

Customer Service

With high business competition, an organization’s success largely depends upon how it handles customer service. Within Dynamics 365 Sales, you can create cases, use queues, schedule calendars, and voice of the customer to make sure your customers are responded to expediently and feel appreciated as a consumer.

Management

Dashboards and reports allow managers to spot trends and potential problems earlier and this gives them the ability to course correct before a goal is missed, versus discussing how to do better the next time. The more proactive an organization is the more successful it will become.

Dynamics 365 Sales

Key Strengths

  • Out of the box functionality can get you going with Dynamics 365 Sales quickly.

  • The ability to create new record types, customize record forms/fields, and personalize business processes can all be done without writing code. With training this can be done by Dynamics 365 Sales administrators within your organization making customization more affordable.

  • Automatic processes help eliminate human error. Workflows can be set up to help automate processes that would normally require manual work, such as sending an email, updating a record, or creating another record.

  • Data is stored in one location. With the ability to attach documents within Dynamics 365 Sales there is no need to use another method of storing documents, such as shared folders or an application like Dropbox.

  • When all your data is in one place, everyone can see the whole picture and provide input, as needed, improving your communication and collaboration.

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Want to learn more about

Dynamics 365 Sales?

Contact Implementation Specialists today!  We'll review your unique needs and help you select the most appropriate and effective modules for your organization.

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